Mercer

Opinion

Passive managers, active ownership

Passive managers have greatly increased their market share. It’s more important than ever that they show best practice in active ownership by engaging on ESG issues and focusing on the long term.

Sarika GoelMay 1, 2017

Opinion

The ‘Divest Invest’ premium

A sample Divest Invest portfolio outperformed under climate-change modelling, when compared with a more traditional allocation exposed to fossil fuels and lacking tilts towards climate solutions.

Alex BernhardtMarch 29, 2017

Asset Classes

Equity portfolios’ tell-tale turnover

Turnover in a portfolio reflects the extent of a manager’s long-term focus. A new report finds most equity managers replace their shares at a rate more than twice what’s thought of as ideal.

Amanda WhiteMarch 3, 2017

Opinion

We need to be better than ‘optimal’

An over-reliance on mean-variance optimisation has led to portfolios that fail to take into account the radical complexity of the real world and embrace ‘pretentious and unhelpful symbols’.

Phil EdwardsFebruary 28, 2017

Opinion

Dangers, and opportunities, lie ahead

Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.

Phil EdwardsJanuary 27, 2017

Opinion

Measuring long-horizon investing

Asset owners should insist “long-horizon” managers have a portfolio monitoring process at the outset of the mandate leading to better relationships and ultimately portfolio performance.

Nick SykesNovember 25, 2016

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Opinion

Passive managers, active ownership

Opinion

The ‘Divest Invest’ premium

Asset Classes

Equity portfolios’ tell-tale turnover

Opinion

We need to be better than ‘optimal’

Opinion

Dangers, and opportunities, lie ahead

Opinion

Measuring long-horizon investing

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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