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Process to capture investment opportunities

 

Process to capture investment opportunities

Challenges

 

  • Investors need to search actively
  • Portfolio needs to be positioned to capture opportunities
  • Often too many decision makers are involved in long and tedious process
  • Asset managers lacking investment flexibility



Market volatility can be challenging. However, in the uncertain depths of a market crisis, there can be emerging signals of investment opportunity. Capturing opportunities requires agility and speed and you need to be looking and positioned to capitalize on them. Depending on the nature of the investment opportunity and governance process, it can typically take months for an investor to implement an investment idea. Timeliness is a critical factor to benefit from opportunistic ideas. Partnering with an expert could help.



Position your portfolio to capture opportunties

Do your research

Do your research

 

It’s important to understand how market changes and global events could impact your portfolio and how you should respond. We provide you with the latest updates at your fingertips through our global investment research and our forward looking manager research platform MercerInsight.

Get some advice

Get some advice

 

Speaking to an expert can help you decide the best way to convert insights into achievable, desired outcomes. We can advise on your investment strategy, manager selection and oversight, asset allocation, portfolio construction, responsible investing and risk management.

Explore solutions

Explore solutions

 

Implementing investment solutions helps build resilient portfolios that are positioned to capture opportunities. It could also reduce costs, risk, and strain on in-house resources. We can also work with you to design a complete risk and governance solution, with access to managers highly rated by Mercer.



How we’re helping clients capture opportunities

 

Responding to changing market conditions

 

We work with clients to build resilient portfolios that are positioned to help capture opportunties as they arise. During the COVID pandemic for example, we alerted our clients about opportunities in fixed income and gold while also encouraging investors to be pragmatic about rebalancing. We also emphasized that periods of volatility are likely to be favorable for strategies that allow asset managers a degree of freedom in deciding where to invest. We have helped our clients manage their risks by:

 

  • Identifying investment opportunity
  • Positioning their portfolio to help capture the opportunity
  • Assigning clear decision-makers and investment responsibilities for faster execution
  • Providing asset managers a degree of investing freedom, especially during times of volatility

Capturing an opportunity at the right time

Global high yield bonds

 

capturing opportunities at the right time 




Meet some of our experts 


Hooman Kaveh

Hooman Kaveh

Chief Investment Officer, US

 

Hooman leads a team of investment professionals who are responsible for developing and implementing all aspects of the fiduciary investment process, including investment strategy, asset allocation and de-risking, fund manager selection, monitoring and blending as well as portfolio implementation.

 

Niall O’Sullivan

EMEA & Asia CIO

 

Niall is responsible for the design, implementation and ongoing supervision of Mercer Investment Management's range of fund solutions, which are available to a wide variety of clients across Europe. He is also responsible for our Discretionary Management services.

 



Deb Clarke

Deb Clarke

Head of Investment Research

 

Deb is responsible for manager and strategic research. She manages a group of over 100 asset class specialists across Hedge Funds, Fixed Income and Equities. She also oversees the teams responsible for Strategic Asset Allocation, Dynamic Asset Allocation, Strategic Research and Responsible Investing.

 

Raelan Lambert

Raelan Lambert

Global Head of Alternatives

 

Raelan leads Mercer’s Alternatives business, which has $172bn of assets under advisement, more than $21bn under management and encompasses strategic research, trusted advice and implemented advisory solutions for institutional investors globally. She oversees 190 private equity, private debt, infrastructure, real estate, real assets and hedge fund specialists across 21 offices globally.

 

Speak to a Mercer consultant


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