Volume 5, Number 1
Welcome to Research Perspectives! This is our first issue of 2017, and it contains five articles that cover nuanced topics across various asset classes. We begin with a discussion of secured finance strategies, which have grown in popularity and variability over the last couple of years. We make a case for a multi-asset approach to secured finance.
Our second article, Seeking Returns in Private Markets, we encourage investors to consider private market investments in order to take advantage of three specific return drivers that are not available to the same extent in the public markets. We follow this with an important piece directed at investors considering a commitment to the Divest Invest pledge as a means of addressing climate change concerns within their investment portfolio. The article focuses on Mercer’s TRIP risk factor modelling framework (that is, Technology, Resource availability, Impact of physical damages, and Policy).
The fourth article, Long Horizon Equity Investing, explores two distinct styles of long-term equity investing and a framework to better measure their success. And finally, we are reintroducing the Postcard feature. In this case, Deb Clarke, Global Head of Investment Research, closes out this edition of Research Perspectives with a Postcard report from Johannesburg where she is working with colleagues at Alexander Forbes on investment issues with universal application.
Topics covered include:
- Secured Finance Strategies and the Benefits of a Multi-Asset Approach
- Seeking Returns in Private Markets
- Assessing the Prospective Investment Impacts of a Low Carbon Economic Transition
- And more...
We hope you enjoy this edition of Research Perspectives.
Lean more about Mercer's Research boutique
Our Manager Research team consists of experienced individuals based in various locations throughout the world. There are four specialist boutiques that provide comprehensive research into the strategy offerings in the relevant asset class. Each boutique is staffed with professionals who have research and consulting capabilities; conduct forward-looking, institutional quality research on investment management products; and work closely with both internal and external clients on manager structuring and selection projects. The research process is consistent across all boutiques and across all regions, providing a common language and a seamless offering to clients.