Strategic Partnership With Mercer

By Alexander Forbes Investments on Jul 18, 2017 in Economic Insights General

As Alexander Forbes Investments we’re on a journey to lead and shape the investment industry. We want to help South Africans achieve a lifetime of financial well-being. In June 2017, Alexander Forbes Investments announced a strategic partnership with Mercer that will help us enhance our offering. Mercer is a major stakeholder in the Alexander Forbes group, after they took a 33% stake in Alexander Forbes Group Holdings Limited in 2014. In line with our vision to be Africa’s most innovative, forward-thinking and trusted global investment provider, we are now Mercer’s presence on the African continent. Mercer is committed to ‘Make Tomorrow, Today’ – therefore we are fully aligned in our efforts to secure financial well-being on behalf of our clients.

Amplified through partnership

Through the strategic partnership we have unfettered access to the skills, research and global experience that lies within Mercer worldwide. This will be fully implemented across our investments business in South Africa and into Africa, introducing a world of possibility for our clients. We will collaborate on all aspects relating to research, technology and client reporting. We believe this will allow us to better serve and improve outcomes for our clients.  Importantly, the partnership also provides us with an opportunity to grow our staff. Over the coming months we will second a number of colleagues to Mercer offices across the world to develop skills in certain key areas. To further enhance the transfer of additional skills, Mercer will also second a senior team member to South Africa.

Who is Mercer?

Mercer is a wholly owned subsidiary of Marsh & McLennan, a global professional services firm offering clients advice and solutions in the areas of risk, strategy, and people. Mercer makes a difference in the lives of more than 110 million people every day by advancing their health, wealth and careers. Their investment team has over 2 100 professionals over 20 countries on 6 continents.  Mercer partners with their clients in a number of different ways, depending on a client’s needs – which is aligned to how Alexander Forbes Investments will interact with our clients in their investment journey. Within the countries in which they are licensed to operate, they offer advice, provide research to allow investors to make their own investment decisions as well as offer delegated (or multimanager) investment solutions.

Enhancing consulting capabilities

Mercer’s experience in consulting to the world’s largest pension funds, sovereign wealth funds, central banks and governments brings a wealth of knowledge and insight that we will leverage off to ensure that the focus of all investment decisions are to bring clarity and confidence to investors along their journey to securing their financial well-being.

Global ranking of investment consultants

Mercer provides investment advice to its clients with a combined asset value of $10.2 trillion, making it the world’s largest investment consulting business as per the Pensions & Investments survey (30 June 2016). The table above shows more detail of how Mercer compares to other consulting firms.


Alexander Forbes Investments now covers more than 6 000 asset managers and 30 000 investment strategies across traditional and alternative asset classes globally, through access to Mercer’s insight and research. The breadth of their research capabilities is shown in the graphic below:

As we evolve as a business we are taking a critical look at all portfolios to ensure that they are well positioned to meet our clients’ goals into the future. This includes diversifying into alternative sources of returns both locally and globally. We are in the process of finalising these changes which will be shared with clients as and when the changes are implemented.

Collaboration to bring enhanced offerings to our clients

Our strategic partnership with Mercer brings the opportunity to deliver enriched services and a greater value add for Alexander Forbes Investments clients. We are in the process of leveraging from Mercer’s research capability to ensure that our current portfolio structures and objectives are aligned with helping our clients meet their investment outcomes.
We expect that the significant insight received from our strategic partnership will allow us to provide enhanced solutions for our clients, in line with our new risk-led investment approach, resulting in securing our clients’ financial well-being. We look forward to communicating these exciting changes over the coming weeks.

Alexander Forbes Investments

Alexander Forbes Investments

Alexander Forbes Investments was established in 1997. We are a forward-thinking and trusted global investment provider, with roots in Africa. In pursuit of certainty we set out to understand our retail and institutional clients’ circumstances and risk tolerance to set clear goals. Our adaptive investment approach, called Living*Investing allows us to maximise opportunity and minimise risk at every stage of the investment cycle.

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