MERCER INVESTMENT CONSULTING

Mercer Investment Consulting, a division of William M. Mercer Limited, is the leading investment consulting service in Canada. Our dedicated staff of specialists works with clients of all sizes in developing investment policies and structures that reflect both the specific client requirements and the best practices of the industry.

Mercer Investment Consulting has a proven track record providing the full range of services to hundreds of organizations across Canada:
> establishing the governance and management framework
> developing asset allocation policies tailored to the client’s goals, risk tolerance and liability profile
> selecting, structuring and monitoring investment managers
> monitoring manager performance, both quantitative and qualitative
> leading edge research and development.
Mercer’s clients include pension funds, capital accumulation plans, foundations and endowments, insurance funds, managed asset programs.

Our Resources
Mercer’s Canadian team of 70 people includes chartered financial analysts, actuaries, chartered accountants and lawyers. Our professionals are part of a global team, offering clients access to the experience and expertise of 600 dedicated practitioners around the world.

When sitting down with clients to develop, review or refine investment policy, Mercer brings to the table a wealth of research into managers, asset classes, and various investment issues. Mercer has invested extensively in proprietary databases, models and other tools. For example, Mercer maintains a comprehensive database on 7,000 investment products from over 1,500 Canadian, US, international and global money managers, supported by hundreds of manager interviews.

Our Commitment : Research and Development
Mercer Investment Consulting is on the leading edge of research and development in the investment field. Through academic journals, conferences and frequent liaisons with today’s leading finance and investment academics, we keep abreast of the latest research in the institutional investment arena. New ideas and processes are first tested internally and then given specific client consideration.

Our efforts place Mercer up at the forefront in the industry in published research and new ideas. Our ongoing work on alternative investments is one example of our original thinking and research on investment issues. We look forward to discussing it with you at the 2001 Alternative Investment Conference.