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Mercer (Service Provider)

Service Providers Framework 2020

You are in Investment Consultancy » Manager selection and monitoring » SELECTION

SELECTION

IC 13. Manager selection activities

13.1. Indicate what activities you undertake during the process of selecting a manager.

Research and screening

Strategy

ESG people/oversight

Process/portfolio construction

Selection process and reviewing documentation

13.2. Indicate whether you use any of the following scores or targets in your manager selection process.

13.3. Additional information. [OPTIONAL]

Mercer's clients require varying levels of support during the process of selecting an investment manager.

  • GIMD only - subscribers to our Global Investment Manager Database undertake their own selection process based on our research.
  • Moderate support - limited to drawing up short list, or another single part of the selection process.
  • Full service support - detailed guidance on portfolio construction, screening the database, long lists and short lists, site visits, finalist opinions, due diligence and contracting.

Some Mercer clients also elect to outsource the implementation of manager selection and monitoring via Delegated Solutions.


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