Portefeuillespreiding is een principe waar alle beleggingsprofessionals het over eens zijn. Maar hoe moet dit worden uitgevoerd? Het antwoord is niet eenvoudig. Voor beleggers met langetermijndoelstellingen, zoals family trusts, pensioenfondsen, DB-pensioenregelingen, institutionele beleggers, familiefondsen, of vermogende beleggers, levert een benadering van diversificatie en alternatieve beleggingen resultaten op.
"Alternatieve beleggingen en diversificatie zijn de beste manier om portfefeuilles te beschermen tegen het risico van aandelen en obligaties die op hetzelfde moment slecht presteren."
Alternatieve beleggingen en diversificatie bieden een solide mogelijkheid om te beschermen tegen aandelenvolatiliteit, inflatie af te dekken en betere rendementen te realiseren. In het verleden is gebleken dat alternatieve beleggingen over het algemeen een rendement realiseren dat 1%–3% boven dat van aandelen ligt, terwijl zij gekoppeld zijn aan beleggingen die automatisch meebewegen met de inflatie, zoals onroerend goed, staatsbeleggingsinstrumenten en nutsbedrijven.
Bij Mercer onderzoeken, adviseren en implementeren we al meer dan 20 jaar alternatieve beleggingen. Wij helpen klanten de juiste fondsbeheerders te identificeren op basis van de risico-rendementsvereisten, en wij hebben aanzienlijke ervaring in het helpen van klanten bij het opbouwen van een passende portefeuille die aansluit bij hun behoeften.
De wereldwijde aanwezigheid van Mercer geeft ons de mogelijkheid de complexe en dynamische markt voor alternatieve beleggingen en diversificatie nauwlettend te volgen. Momenteel volgen wij meer dan 2.000 verschillende alternatieve beleggingen wereldwijd.
Hoewel Mercer gespecialiseerd is in het leveren van onderzoek, begeleiding en uitvoering van alternatieve-beleggingsstrategieën, is dat slechts een deel van onze meeromvattende beleggingsactiviteiten. Wij hebben de capaciteiten om samen te werken met klanten en een holistisch plan samen te stellen — een plan dat beoogt risico's te verminderen en tegelijkertijd rendementen te maximaliseren.
Mercer beleggingsadvies levert een solide manier om te beschermen tegen aandelenvolatiliteit, inflatie af te dekken en betere rendementen te realiseren.
Door te klikken op Verzenden, gaat u akkoord met het gebruik van uw persoonlijke gegevens volgens de Mercer Privacy Statement. Uw persoonlijke informatie kan worden overgedragen voor verwerking buiten het land van uw verblijf, waar de normen voor de bescherming van gegevens verschillend kan zijn.
Looking to diversify your portfolio? Many professional investors are recognizing the potential offered by alternative investments.
Benefit from the expertise of a specialist team backed by extensive global resources. Experience high-touch, customized service, supported by comprehensive risk management and rigorous operational due diligence.
Alternatives that flex. We consult with you to determine the right level of service for your firm and investment strategy. We work with you to tailor a solution that fits your needs.
Leading-edge research. Make informed investment decisions with our cloud-based research platform, MercerInsight®. Sophisticated and intuitive, MercerInsight gives institutional investors easy access to a wide range of investment data — all from your desktop.
Best of both worlds. Global reach, local resources. Our Alternatives group offers the personal service of a specialized boutique combined with the resources of a global consultancy.
Our private markets and hedge funds offerings are broad and deep. Our team can help build a portfolio that suits your risk tolerance and investment objectives. Our ~170* alternatives professionals are ready to advise and help identify multiple solutions and options to fit your needs.
* As of September 1, 2019; excludes administrative personnel.
1 Global alternatives assets under advisement (AUA) as of December 31, 2018. Private markets assets based on committed capital. Hedge funds and other alternative assets based on net asset value (NAV). Excludes fee compliance assets. Please see Important Notices for important information about assets under advisement.
1 Global alternatives assets under management (AUM) as of December 31, 2018. Private markets assets based on committed capital. Hedge funds and other alternative assets based on net asset value (NAV). Excludes fee compliance assets. Please see Important Notices for important information about assets under management.
With 25 years of experience in private markets, ~$127 billion* in assets under advisement and ~$11 billion* in assets under management, our Alternatives group can support you across the spectrum of private market assets. We can help build your portfolio by exploring opportunities in multiple asset classes. Our private market experience spans advisory services, and custom and pooled investment solutions.
We offer a research-driven, evidence-based and flexible approach to hedge funds. With nearly 15 years of experience in managing hedge fund portfolios, including ~$50 billion* in assets under advisement, and ~$7 billion* in assets under management. From multi-strategy funds through distressed debt and credit opportunity funds, add an extra layer of diversification to your portfolio using the entire range of hedge fund offerings.
* Assets under advisement (AUA) and assets under management (AUM) as of December 31, 2018. Private markets assets based on committed capital. Hedge funds and other assets based on net asset value (NAV). Dollar amounts in USD. Due to rounding, totals provided may not precisely reflect the absolute figures. Please see Important Notices for important information about assets under management and assets under advisement.
Diversifies return streams relative to public equity markets while adding new sources of alpha and access to a much larger universe of potential investments
Offers a degree of diversification alongside more traditional credit exposures
Potential to provide more predictable cash flows, asset diversification and inflation protection compared to private equity, with exposure to longer life projects
Offers potential for higher returns, greater diversification and inflation hedging
Provides good diversification and attractive returns supported by an income yield that may add protection in recessionary and inflationary periods
Improves the portfolio’s risk-adjusted performance through diversification of equity and interest rate risks
Our risk management solution focuses on evaluating non-portfolio risks, primarily those associated with investment operating models, operations and execution.
We want you to be informed about your investment at every step along the way. That’s why we have a regular reporting structure to help keep you up-to-date on your investments.
We take operational due diligence (ODD) seriously. Our ODD specialists work closely with our Manager Research team and conduct an independent evaluation to provide an added layer of governance.
We provide you with dedicated resources to keep you informed about industry best practices, which includes an independent review within the investment manager due diligence process.
Learn more about our service offerings in operational risk.
View our Important Notices
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A specialist in unlocking the power of your portfolio through diversification
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