Mercer Global Assets Under Management Reaches OCIO Industry Milestone by Passing $300 billion USD
18 12월 2019 - 4:24AM
Business Wire
Mercer today announced its global assets under management had
reached $304.5 billion USD1 as of 30 November, 2019.
In June 2019, Mercer was ranked first by worldwide, outsourced
assets under management by Pensions & Investments2. Mercer was
also ranked first in Outsourced Chief Investment Officer (OCIO) by
global assets under management by CIO magazine, as of December
20183. Pensions & Investments also named Mercer first by global
assets under advisement (AUA) as of June 30, 20194.
“We are seeing Mercer’s value proposition resonating with the
market. Mercer continues to provide investment fiduciaries and
other institutional investors with advice on objective setting and
strategy. We can also offer flexibility in implementation models,
including digital delivery of our manager research, traditional
investment consulting advice, and OCIO investment solutions. We
believe the ability to provide customized strategic advice with
flexibility of implementation models is driving our growth,” said
Rich Nuzum, CFA, global President of Mercer’s Wealth business.
“Besides our growth in OCIO AUM, we’ve also experienced strong
growth in interest for our manager research through MercerInsight,
our digital delivery platform, and in our traditional investment
consulting client base. As of June 2019, over half of Mercer’s $15
trillion in assets under advisement were from MercerInsight clients
that have access to the firm’s manager research5,” said Deb Clarke,
Mercer’s Global Director of Research.
She continued: “The market has taken particular notice of our
strength in research on alternative asset classes. Many investors
are working to improve their diversification by adding to
alternative asset class exposures as the stock market reaches new
highs and bond yields carry on trading near historical lows.”
Mercer’s clients include many types of institutional investors,
such as defined benefit and defined contribution plans, insurance
assets, financial intermediaries, not-for-profit foundations,
endowments and healthcare systems, family offices and sovereign
wealth funds.
1 In providing OCIO services, Mercer typically exercises
investment discretion by hiring and overseeing third party asset
managers on behalf of client portfolios. Global OCIO assets data is
primarily but not exclusively discretionary mandates. 2
https://researchcenter.pionline.com/v3/rankings/outsourcing-manager/datatable
3
http://www.ai-cio.com/2019-Outsourced-Chief-Investment-Officer-Survey/
4
https://researchcenter.pionline.com/v3/rankings/consultant/datatable
Pension & Investments and CIO magazine rankings are based on
survey responses from responding firms. Mercer may calculate
worldwide assets under advisement and worldwide assets under
management differently than other responding firms. 5 Most of these
MercerInsight clients are also traditional investment consulting
clients.
To learn more about Mercer’s Wealth business please visit
https://www.mercer.com/what-we-do/wealth-and-investments.html
About Mercer
Mercer delivers advice and technology-driven solutions that help
organizations meet the health, wealth and career needs of a
changing workforce. Mercer’s more than 25,000 employees are based
in 44 countries and the firm operates in over 130 countries. Mercer
is a business of Marsh & McLennan Companies (NYSE: MMC), the
world’s leading professional services firm in the areas of risk,
strategy and people with 76,000 colleagues and annualized revenue
approaching $17 billion. Through its market-leading businesses
including Marsh, Guy Carpenter and Oliver Wyman, Marsh &
McLennan helps clients navigate an increasingly dynamic and complex
environment. For more information, visit www.mercer.com. Follow
Mercer on Twitter @Mercer.
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James Allan 212 345 1315 James.Allan@mercer.com
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