Att diversifiera sin portfölj är självklart för varje professionell investerare. Men hur gör man det utan att begränsa avkastningen? Mercers svar på frågan är att upprätthålla en betydande allokering till en diversifierad portfölj av alternativa investeringar.
"Alternativa investeringar är det bästa sättet att skydda portföljer mot risken att aktier och obligationer presterar svagt samtidigt."
Alternativa investeringar ger en investerare möjlighet att gardera sig mot volatiliteten i aktier, skydda sig mot inflation samt uppnå en högre totalavkastning. Historiskt har hedgefonder visat sig kunna ge en bra diversifiering mot aktier utan att offra avkastning, onoterade bolag kan uppnå en högre avkastning än börsnoterade aktier, medan reala tillgångar såsom infrastruktur och fastigheter kan ge delar av båda dessa kvaliteter liksom ett visst skydd mot inflation.
"Mercer har globala analysresurser, starka meriter och många goda referenser inom alternativa investeringar."
Inom Mercer har vi arbetat med analys, rådgivning och implementering inom alternativa investeringar i över två decennier. Vi hjälper våra kunder att identifiera lämpliga fondförvaltare utifrån deras risk- och avkastningskrav och vi har stor erfarenhet av att hjälpa kunder konstruera en lämplig portfölj som uppfyller deras behov.
Tack var vår globala organisation har vi närhet till de komplexa och dynamiska marknaderna för alternativa investeringar. Vi har exempelvis en dedikerad analysgrupp med kontor i alla relevanta marknader som är specialiserade inom alternativa investeringar. Mercer följer och övervakar över 2000 olika alternativa investeringsstrategier över hela världen.
En allokering till alternativa investeringar är en viktig del av en investerares totala portfölj, men det är väsentligt att beakta samspelet av samtliga investeringar i portföljen. Mercer arbetar med investerare för att skapa en övergripande investeringsstrategi med syfte att minska den totala risken i portföljen och samtidigt söka efter möjligheter till högre avkastning.
Ladda ner rapporten "Private Markets Investing Approach" nedan eller klicka här för att kontakta oss och få reda på mer om hur vi kan hjälpa till med alternativa investeringar.
Investing in secondaries offers several benefits for the purchaser including greater visibility and potentially lower risks, putting your money to work faster, potential for increased returns and diversification. Learn more about investing in secondaries.
Private markets are becoming increasingly popular as investors shift parts of their portfolios away from publicly traded assets in order to diversify their risk and return drivers. The opportunities in private markets span many sectors and regions, each offering something different to investors. Yet they all share the qualities of being shielded from much public market volatility and having the potential to earn a premium by being held over the long term.
However, accessing managers that invest in private markets can be challenging for some investors – this is where Mercer can help. We have been investing in these markets for more than 25 years, establishing deep relationships with a wide universe of highly-rated managers. Our dedicated alternatives group of over 180 professionals across 20 global locations, work on $200bn of alternatives advisory mandates for clients - $21bn of assets being under direct implementation.3
Our alternative solutions are broad and deep, enabling our clients to create a portfolio that suits their risk tolerance and investment objectives. Drawing on our extensive global resources, our specialist team offers our clients a bespoke service, supported by extensive risk management and rigorous operational due diligence. We believe this helps assure clients to invest with the confidence that their portfolios are in experienced hands.
We work with you to determine the level of service you require along with your detailed investment strategy and tailor a solution that fits your needs.
Make informed investment decisions with our cloud-based research platform, MercerInsight®. Sophisticated and intuitive, MercerInsight gives institutional investors easy access to a wide range of investment data — all from your desktop.
Gain global reach and leverage local resources. Our Alternatives group offers the personal service of a specialized boutique, combined with the resources of a global consultancy.
Our risk management solution focuses on evaluating non-portfolio risks, primarily those associated with investment operating models, operations and execution. Importantly, we have implemented a reporting structure that keeps you informed about your investments every step along the way.
Our operational due diligence specialists work closely with our manager research team and conduct independent evaluations to provide an added layer of governance. Dedicated resources keep you informed about industry best practices, including an independent review within investment manager due diligence processes.
Access information and policies regarding the Sustainable Finance Disclosure Regulation (SFDR) for our Luxembourg based Private Markets funds
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Important information
1 Diversification does not ensure against market loss
2 References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
3 As at 31 December 2019
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