Chief Investment Officer
CurrentSince 2006, I have worked closely with many CIOs, CEOs, and Trustees throughout Australia and New Zealand.I work for Mercer in Australia. Internationally, Mercer advises clients who collectively have over $6.7 trillion in assets worldwide. That makes Mercer Australia of one of the largest investment advisors in the world.We’re alert to asset classes that become undervalued while keeping an eye out for those that have become expensive. Our job is to help investors to reduce positions in overvalued or risky assets, and increase exposure to those offering higher returns using our Dynamic Asset Allocation (DAA). This is a process which tactically tilts a client’s asset allocation within governance frameworks, to improve the likelihood that they will meet their objectives.Mercer adopts a holistic approach to assessing asset class performance. Here are some key features of our DAA process:• We are focused on medium-term economic and financial market outlooks• We conduct rigorous and consistent economic analyses• We provide individually-tailored asset class performance recommendations• We are focused on risk management, including providing tools to measure the impact of DAA tilts• We provide a comprehensive range of underlying inputs used for valuations• We tailor our implementation advice to the needs of every client
