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
Finding “high quality” managers, globally
Identifying managers with sound operational practices
Focusing on forward-looking potential
Fit for client use
Focus on high conviction
Next generation managers
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, 2016 (“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.
2. Assets of multi-manager Funds are allocated to different investment managers, acting independently from the others based on their own investment style. Generally, Mercer Trust Company will use a multi-manager Fund structure; however, certain asset classes may not lend themselves to multi-manager solutions. As a result, each Fund will be separately analyzed to find the best investment solution.
Please read the Program Annual Disclosure Document (April 2018) carefully before investing. This Disclosure Document contains important information about the Program and investment options. Contact us at: firstname.lastname@example.org.
Voya Financial Partners and Voya Retirement Advisors are members of the Voya family of companies ("Voya"). Voya, the ABA Retirement Funds, Mercer Trust Company, TD Ameritrade, and state and local bar associations are separate, unaffiliated entities, and not responsible for one another’s products and services.