Mercer Trust Company

Mercer Trust Company (“Mercer”) acts as the Program’s Investment Fiduciary, Trustee, and Custodian.

GLOBAL CONSULTING LEADER IN TALENT, HEALTH, RETIREMENT, AND INVESTMENTS
  • Mercer’s more than 20,500 employees are based in more than 40 countries, and it operates in more than 130 countries.
  • Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital.
OVER 40 YEARS OF EXPERIENCE PROVIDING INVESTMENT SOLUTIONS
  • $9.2 trillion in assets under advisement globally1.
  • Investment offices in 60 cities and 20 countries around the world.
  • One of the largest defined contribution investment consultants, globally.
  • Over 2,100 investment professionals across the globe.

RESEARCH & DUE DILIGENCE, PORTFOLIO MANAGEMENT, AND OVERSIGHT

MercerOversightRDD

  • Finding ‘high quality’ managers, globally
  • Identifying managers with sound operational practices
  • Focusing on forward looking potential

MercerOversightPM

  • Fit for client use
  • Multi-manager construction
  • Focus on high conviction
  • Next generation managers
  • Risk/return characteristics
  • Innovative strategies
  • Organizational fit

Oversight

  • Ongoing monitoring and replacement of managers
  • Designed to provide transparency and security, as well as a proactive and quick response when needed

1. Assets under advisement includes aggregated data for Mercer Trust Company and its affiliated companies globally (“Mercer”). Data is derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data. Where available, data is provided as of December 31, 2015 (“Reporting Date”). If data was not available as of the Reporting Date, information from a date closest in time to the Reporting Date, which may be of a more recent date than the Reporting Date, was included. Data includes assets of clients that have engaged Mercer to provide project-based services within the 12-month period ending on the Reporting Date, and assets of clients that subscribe to Mercer’s Manager Research database.

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Learn more about Mercer Trust’s due diligence process, which relieves your firm from investment oversight responsibilities

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Learn more about Mercer Trust’s Factor-Based investing approach

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