MERCER INVESTMENT Overview

Mercer Investment Management Inc. is an investment advisor that manages 48 BN dollars in regulatory AUM and has 84 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/12 to 09/30/16. The fund's latest filing disclosed 171MM in positions, representing 0% of the manager's regulatory AUM.

MERCER INVESTMENT StockAlpha

-6.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MERCER INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HEFA 43.55% ETF 1.25% -0.18% 2 1%
IGE 24.99% ETF 4.73% 0.73% 2 1%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MERCER INVESTMENT Founders and Key Employees

Name Title In Position Since
Richard L. Nuzum Director June-2008
Scott M. Zoltowski Secretary January-2011
Richard S. Joseph Chief Operating Officer June-2005
Thomas P. Murphy President& Director July-2012
Phillip J. De Cristo Director December-2011
Stanley P. Mavromates Vice President & Chief Investment Officer July-2012
Helen L. Shan Treasurer April-2013
Robert E. Phay Chief Compliance Officer March-2015

MERCER INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

MERCER INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Mercer typically (but not always) selects subadvisors from a universe of investment managers that are rated highly by MIC. MIC evaluates subadvisors based on quantitative and qualitative factors, including but not limited to:

§ an assessment of the strength of the overall investment management organization;
§ the qualifications, credentials, and investment track records of the people involved in the investment process;
§ the appropriateness of the investment product and its composites; and
§ an analysis of the subadvisor’s investment philosophy and process, risk-adjusted performance, consistency of performance, and the style purity of the product.

Mercer also makes recommendations regarding classes of assets using historical performance characteristics and economic analysis.

Mercer also uses information provided by investment managers in its...
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MERCER INVESTMENT Portfolio Concentration

MERCER INVESTMENT Location

99 HIGH STREET
8TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

MERCER INVESTMENT Contact Information

Phone Number: 617-747-9500
Fax Number: 617-747-9501
Website:

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