Investment solutions for wealth managers and financial intermediaries
Investors look to their wealth managers and financial intermediaries to help them build well-diversified portfolios, 获取和访问高质量的资产管理器和策略, 以可持续的方式进行投资, 监控风险并管理整体投资成本.
Building and managing investment portfolios takes time, precision and focus. 针对财富管理机构和金融中介机构, there are a range of additional challenges that limit their time to providing exceptional service to clients. These include sourcing and selecting traditional and private market 机会 from a global universe, 整合和监测环境, 可持续发展和治理(ESG)方面的考虑, 管理运营需求和成本, competitor differentiation and navigating complex regulatory environments.
利用我们广泛的, 研究, advice and implementation services and range of investment solutions, we can help you build portfolios that are designed to deliver future growth. Below are five benefits of working with us to help you achieve your investment goals.
可能影响投资结果的五个因素
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高质量的资产管理和策略Comprehensive and impartial 研究 can help you identify high-quality asset managers and strategies. Our team of dedicated 研究 professionals can act as an extension of your in-house expertise. We conduct extensive forward-looking 研究 on investment asset managers, across 公开及私人市场 globally and we can provide you with holistic and sound insights to support your investment decisions. You can review existing asset managers, or choose new ones based on your preferred criteria.
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健壮且管理良好的风险框架We can help you meet your clients investment objectives within a well-managed 风险 framework through leveraging our expertise in building well diversified 风险 profiled investment portfolio, dynamically managing them in the ever changing market conditions and providing access to highly-skilled asset managers across traditional and alternative 资产类别.
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加强治理和监督Your clients expect prompt execution of investment ideas and a robust 风险 management framework. Our dedicated and experienced teams can help you achieve this. Our infrastructure and 风险 management framework and tools allow you to monitor a portfolio’s performance and the drivers of that performance. You can leverage the insights and reporting to provide effective, timely communications to your clients and guide their decision-making.
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整合ESG考量Integrating sustainability into portfolios remains high on the agenda for most investors. 除了环境和气候因素, some place a high importance on integrating DEI factors or are looking to make a broader impact to society. 我们可以帮助您和您的客户定义, executing and monitoring your sustainable investing objectives.
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减少你的管理负担Managing investment portfolios comes with significant operational burden that take time away from your core focus, 你的客户和满足他们的投资目标. Our extensive range of investment services could help you reduce your administrative burden and free up more time to spend delivering on your clients’ investment wishes. We are flexible and have developed our services to suit your needs, 通过补充你的一些工作, 或者作为内部团队的延伸.
财富管理公司为何选择与我们合作
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公正Our independent global 研究 covers a wide range of managers spanning every asset class, 包括私人和非流动性投资组合. We select managers based on a combination of qualitative and quantitative analysis and our assessment is forward looking.
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功能Our strong operational investments platform and tested continuity plans means that you are better placed to respond to market challenges and ensure that even in times of crises, you are still able to provide your clients with the same level of services.
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灵活性
We understand that wealth managers and financial intermediaries have a wide range of challenges and priorities and are well equipped to support you through the breath of our capabilities and our flexible operating model.
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成本效率Our heritage as an institutional investment consultant means we have the scale to negotiate on manager fees. 这允许我们构建和实现投资组合, 由我们的策略和资产配置专家设计, 同时把所有的存款都直接转给你.
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环境、社会和治理技术We have extensive ESG experience and can leverage our investment services, solutions and products to help fulfil the needs of your own client base. We can also develop, execute and monitor a strategy specifically for you and your clients.
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个性We know that every business is different, so we tailor our services to suit your overall objectives. We work with you to understand what you are trying to achieve and present you with a choice of solutions that make sense for your objectives.
2023年金融中介机构的首要考虑因素
我们如何补充你们的投资和研究能力
Amit Popat, Partner and International Business Leader details the ways we can flex to support your in-house 研究 function.
适合您需求的投资解决方案
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实施和OCIO我们可以帮你定义, develop and implement your investment strategy by addressing areas such as governance, 风险, 可持续性和多样化. We flex our services to suit your needs and help you achieve your investment goals.
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可持续投资We help you build a sustainable investment strategy that integrates environmental, social and governance (ESG) considerations; diversity, equity and inclusion (DEI) factors and seeks an optimal mix between positive change and favourable returns.
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另类投资Leveraging our existing relationships with hundreds of asset managers around the world, we can help you identify and source new investment strategies, 机会, 私人市场和对冲基金的创意和创新.
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战略研究成为美世洞察的一员® Community today to get access to strategic 研究 from hundreds of thought leaders around the world, 包括美世和第三方出版商. 它是免费的，很容易加入.
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资产管理公司研究通过订阅美世洞察®, 与投资公司结盟, 您可以访问数据, analytics and our forward-looking 研究 on asset managers and thousands of investment strategies across both 公开及私人市场.
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管理投资风险Our 美世哨兵 team can help you conduct due diligence and mitigate operational 风险s across your portfolios and strategies. 我们评估资产管理人, custodians and other service providers to help you deliver on your governance objectives.
一切都在这里:美世Insight®社区
利用我们的广度和深度
US $16.管理着45万亿美元的全球资产1
管理着3790亿美元的全球资产2
超过12400种投资策略获得了评级3
超过7000家资产管理公司进行了评级4
介绍一下我们团队的一些成员
了解我们如何帮助您实现您的投资目标
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研究结果, ratings and/or opinions expressed herein are the intellectual property of 美世 and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, 讨论资产类别或资本市场.
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances. 美世 provides recommendations based on the particular client's circumstances, 投资目标及需要. 像这样, investment results will vary and actual results may differ materially.
过去的表现不能保证未来的结果. 投资的价值可以上升也可以下降, 而且你可能拿不回你投入的钱. 投资 denominated in a foreign currency will fluctuate with the value of the currency. 特定的投资, 如小额资本化发行的证券, 外国和新兴市场发行人, 不动产, 和非流动性, 杠杆或高收益基金, carry additional 风险s that should be considered before choosing an investment manager or making an investment decision.
Information contained herein may have been obtained from a range of third party sources. While the information is believed to be reliable, 美世 has not sought to verify it independently. 像这样, 美世 makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, 重要的, 或附带损害赔偿), omission or inaccuracy in the data supplied by any third party.
For the most recent approved ratings of an investment strategy, 以及对其含义的更全面的解释, 联系您的美世代表.
美世 universes: 美世’s universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. 美世 does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.
请参阅以下连结，了解有关 投资管理指数定义.
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在沙特阿拉伯王国, 美世’s Investment Services are delivered by MMC Financial 公司 (“MMCFC”). MMCFC is regulated by the Capital Market Authority (CMA), License No. 20-22238. MMCFC is incorporated in the Kingdom of Saudi Arabia, Commercial License No. 431210240571.
美世投资的利益冲突声明, MMCFC是其中的一部分, 联系您的美世代表或参见 http://www.Mercer.com/conflictsofinterest.