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 09/30/19. The fund's latest filing disclosed 5MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/12 to 09/30/19. The fund's latest filing disclosed 5MM in positions, representing 0% of the manager's regulatory AUM.
MERCER INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERCER INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 84.33% | ETF | 12.45% | 0.06% | 0 | 9% | ||
| VIG | 15.67% | ETF | 8.06% | -0.53% | 0 | 4% | ||
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FEATURED IN
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 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
8TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
MERCER INVESTMENT Contact Information
Phone Number: 617-747-9500
Fax Number: 617-747-9501
Website: http://www.mercer.com/services/investments.html
Fax Number: 617-747-9501
Website: http://www.mercer.com/services/investments.html
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