另类投资 through private markets and hedge funds

We can help you generate new ideas and uncover innovation through private markets and hedge funds. Our bespoke approach covers co-investments, 基础设施, real estate, secondaries, 私募股权和风险投资基金, alongside a wide variety of hedge-fund strategies. We also integrate sustainable investment considerations, 比如多样性, equity and inclusion (DEI) and impact investing, into our work to deliver holistic solutions and aim to achieve your investment objectives.
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Why investors look to allocate to alternative investments

Alternative asset classes can be incorporated into a wide range of investment strategies, 风格和风险概况. This gives you many options to build a portfolio to suit your investment needs — whether you’re looking for new sources of returns or simply want to diversify away from traditional listed equities and bonds.

另类投资 provide an opportunity to guard against the volatility of equities, 对冲通货膨胀, 获得更好的回报. Hedge funds can provide a great way to diversify out of equities without sacrificing returns. Private equity investments aim to attain a significantly higher rate of return than publicly traded equities. Real assets, 比如基础设施和房地产, seek to provide similar benefits alongside a measure of protection against inflation. The impact investing market offers diverse and viable opportunities for investors to advance social and environmental solutions through investments that also produce financial returns. Our global scale and resources can help you access all types of alternative investments, 根据您的需求量身定制.

另类投资的种类

私人市场

私人市场 offer diversification away from listed markets and the potential for compelling risk-adjusted returns. They also offer an illiquidity premium and have the potential to provide greater protection from market shocks.

Hedge funds

Hedge funds represent an investment tool that can provide diversification (relative to both equity and interest-rate risk), 以最小的代价回报.

另类投资的好处

  • 新思想、创新和多样化

    With moderate correlation to traditional asset classes, alternatives can diversify your portfolio and introduce new innovative ideas and strategies.

  • 获得更好回报的潜力

    另类投资 offer a different return profile for an institutional portfolio. They tend to have low correlation to stocks and bond markets, adding diversification or hedging against market downturns.

  • 整合ESG、DEI和影响

    There are a growing number of sustainable investing strategies in private markets. These offer the potential for you to address your business objectives and develop a holistic plan that seeks to reduce risk while maximising returns.

Three considerations for alternative investments

Making an allocation to these asset classes is a long-term commitment. In many cases, capital is deployed over a period of several years. This makes it essential to gradually scale up your investment through a well-established cash-flow management strategy. We can help you plan your allocation strategy, deploying capital when needed without disrupting other areas of your portfolio.

Establishing and nurturing manager relationships is a vital part of the alternatives investment process. We have longstanding and deep-rooted relationships with managers across all alternative asset classes around the world — managers who seek long-term, 志同道合的投资者. We can therefore offer you access to the strategies and managers best suited to your needs.

The universe of alternative investments is growing as managers innovate and new opportunities arise. Keeping pace with these changes requires global reach and significant research capabilities. Our large team of researchers around the world are constantly monitoring existing managers and funds, and are well positioned to identify the most appropriate opportunities for you.

Integrating alternative investments into your portfolio

Whether you're considering alternative investments for the first time or have an established portfolio, our flexible approach can help you achieve your goals. We adapt our services to match your requirements.

  • 访问管理器研究

    MercerInsight®, 与投资公司结盟, provides access to insights and analytics on more than 6,700名经理和35名经理,000 strategies1. 得到MercerInsight®.

  • Seek advice

    We can provide guidance and advice on your alternatives strategy, alongside access to our global manager research network. 我们将帮助您建立您的投资组合. 立即98858威尼斯70570.

  • 实现解决方案

    We can help you design and implement an investment plan to suit your needs and complement your strengths. Our offering includes delegation, implementation or fiduciary management services. 发现我们的解决方案.

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另类投资策略

The alternatives strategy you choose will depend on a range of factors, 包括你的具体目标, 风险承受能力和流动性要求. We can help you explore all the available options and customise a strategy that works for you.

  • Co-investments

    Co-investments have the potential to deliver greater diversification, lower fees and higher net returns and provide a more tailored exposure set.

  • 影响投资

    Impact investments have the potential to help you find an optimal balance between making a positive change and delivering better returns.

  • 基础设施

    基础设施 investments have the potential to deliver greater diversification, inflation protection and longer-term sustainability.

  • 私人债务和信贷

    Private debt strategies have the potential to deliver a higher-yield than listed bonds and retain the potential for capital growth.

  • Private equity

    Private equity strategies leverage opportunities from the vast number of companies listed under private ownership.

  • Real-estate

    Investing in real-estate is linked to important sectors of the real economy, including long-term trends such as population shifts.

  • 二次投资

    二次投资 have the potential to deliver greater diversification and put your money to work faster than in primary markets investments.

  • Hedge funds

    Hedge funds are designed to provide diversification in relation to both equity and interest rate risks with minimal give-up in return.

  • 多样性、公平和包容

    DEI investing is about allocating to diverse-led funds, 由女性或有色人种经营的, 主要是在私人股本领域.

Our alternative investments approach can flex to suit you

Our work begins with the knowledge that no two clients are the same. 无论是现金流, targeted returns or familiarity with private markets, each organisation has its own unique requirements. 我们知道养老金提供者, 捐赠基金, insurance companies and wealth management firms will all have different approaches and needs. Our flexible services allow us to meet these requirements.

We construct flexible private markets solutions across all asset classes. These are designed to help meet each client’s particular needs, objectives and appetite for risk. 我们提供一系列的服务, from liquidity budgeting and strategy design to in-depth operational due diligence and standardised reporting. Our dedicated, experienced teams streamline even the most complex of processes to make our clients’ lives easier.

我们的基金选择过程非常严格. Mercer typically reviews more than 2,000 fund offerings each year. 遵循这一全球审查进程, 我们进行尽职调查, assign ratings and make recommendations for investments. These are based on each client’s unique portfolio objectives, 现金流要求和风险承受能力.

Diversify your portfolio with private markets

Investment strategies that worked in previous cycles may not necessarily work in the future. For investors looking to diversify their portfolios, private market investments play an important role. They offer access to privately negotiated transactions that are not available through public market investments. Our expertise and capabilities in private markets could help with long-term portfolio growth.

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