Mercer Logo

Delegated Solutions United States

US SHORT MATURITY FIXED INCOME

The strategy invests in US dollar-denominated, investment grade bonds, including government securities, corporate bonds, and mortgage and asset-backed securities, among others. The strategy's duration will typically be one to three years. Duration measures the potential price sensitivity of a bond with respect to change in interest rates.

CORE OPPORTUNISTIC FIXED INCOME

The strategy invests in US dollar-denominated, investment grade bonds, including government securities, corporate bonds, and mortgage- and asset-backed securities, among others. The strategy also may invest a significant portion of its assets in any combination of non-investment grade bonds, non-US dollar-denominated bonds, and bonds issued by issuers in emerging capital markets.

CORE PASSIVE FIXED INCOME

The strategy invests in US dollar denominated investment grade bonds, including government securities, corporate bonds, and mortgage- and asset-backed securities, among others.

LONG DURATION FIXED INCOME

The strategy invests primarily in US dollar-denominated, investment grade bonds, including government securities, corporate bonds, and mortgage- and asset-backed securities, among others. The strategy's duration is maintained within 20% of the benchmark.

LONG DURATION PASSIVE FIXED INCOME

The strategy invests primarily in US dollar-denominated, investment grade bonds, including government and agency securities, as well as corporate bonds. The strategy's duration is managed neutral to the benchmark.

LONG DURATION ACTIVE CORPORATE

The strategy invests primarily in US dollar-denominated, investment grade corporate bonds as well as US Treasury bonds. The strategy's duration is managed within 10% of the benchmark.

LONG DURATION PASSIVE CREDIT

The strategy invests primarily in US dollar-denominated, investment grade corporate bonds as well as US Treasury bonds. The strategy's duration is managed neutral to the benchmark.

ULTRA-LONG DURATION

The strategy is designed to help pension plans match asset and liability cash flows with durations extending from 15 to 40 years. This strategy can be integrated with other strategies to suit individual pension fund risk profiles.

US LARGE CAP CORE PASSIVE EQUITY

The strategy invests in a diversified portfolio of large US and multinational companies.

US LARGE CAP VALUE EQUITY

The strategy invests in a diversified portfolio of large US and multinational companies that are considered undervalued based on the stocks’ intrinsic values relative to their current market prices.

US LARGE CAP GROWTH EQUITY

The strategy invests in a diversified portfolio of large US and multinational companies. The companies will generally have higher earnings and/or revenue growth histories or expectations relative to the Russell 1000TM  Index.

US SMALL/MID CAP VALUE EQUITY

The strategy invests in the common stocks of small and medium-sized US companies that offer the potential for long-term capital appreciation and that appear to be undervalued at the time of purchase based on the stocks’ intrinsic value relative to their current market prices.

US SMALL/MID CAP GROWTH EQUITY

The strategy invests in a diversified portfolio of small and medium sized US companies that offer superior potential for long-term capital appreciation.

NON-US CORE EQUITY

The strategy invests in equity securities of companies from the world's developed and emerging markets, excluding the United States. The strategy's investments in equity securities may include dividend paying securities, common and preferred stock of companies of any size, as well as American, European, and Global Depositary Receipts.

Risks

Equity strategies are primarily subject to all the investment risks associated with stocks. Stocks have shown greater growth potential that other types of securities, but they have also shown greater volatility and risk of loss. Strategies that focus on small- or mid-cap stocks are generally more volatile and subject to greater risk. Strategies that invest in foreign or emerging markets are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.

Fixed income strategies are primarily subject to all the investment risks associated with bonds and other fixed-income securities. Bonds are subject to interest rate and credit risk. Strategies that invest in high yield bonds are subject to greater volatility and potential loss of principal. Strategies that invest in foreign and emerging market bonds are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.

These webpages are for US Persons only. Products and services contained on these webpages may not be available for residents of other jurisdictions. Persons for whom such restrictions apply must not access these webpages.

Services in the US are provided by Mercer Investment Management, Inc.

Countries

Contact us