If you’re a CIO, CEO, or Trustee, then you’re probably focused on how you can create wealth by managing medium-term risks and exploiting capital market mispricings.You know that it’s not enough to set an asset allocation, appoint some investment managers, and then sit and wait for the results! You realise that due to the behaviour of market participants at any given point, the price of an asset class may deviate significantly from its underlying value.Since 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 clientI am happy to share some of our clients’ cases studies, and other industry insights that can help you grow your investment success. Don’t hesitate to contact me by sending me an email.
Listed skills include Equities, Asset Managment, Investments, Investment Strategies, and 22 others.
