2023 Theme: Déjà new – From hindsight to foresight 

We’ve seen a significant upheaval in global markets brought on by the pandemic recovery, regional conflicts, supply chain challenges and technological advancements. These events and their impact as a whole have interesting similarities to recent history, most notably the 1970s, and allows us to draw on these experiences as we seek to adapt portfolios to the current landscape and meet long-term investment goals.

This year's Global Investment Forums explore what we can learn from recent history and the key themes that are likely to shape markets and investment practices. Join key stakeholders, industry consultants and other influential thinkers for an insightful look at the forces affecting the investment industry.

Right now, you can already connect via our digital research platform MercerInsight® Community, a free gateway to some of the very best research and insights in the industry.

A global series of events connecting the investments world

Each event offers a series of main sessions, breakouts and keynote addresses. The events provide an opportunity to connect with key stakeholders, industry consultants and other influential thinkers for an insightful look at the forces affecting the investment industry.

Rich Nuzum and Jo Holden invite you to the Forums

The enduring uncertainty in the market and challenging investment landscape make a compelling case to convene the investment community to learn from each other, share new ideas, and connect and form new partnerships; the opportunities are out there. We’re planning an ambitious agenda to draw together expertise and diverse views from across the investment world.
Jo Holden

Global Head of Investment Research and Advisory, Mercer

Why attend?

Learn more about the benefits for asset owners and asset managers at each forum.

    Asset owner attendee profile1
    Investor attendees total assets (USD)

    Investor attendees total assets (USD) – pie chart

    This graph shows the total assets of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.

    50 to 99 million USD, 14%

    100 to 499 million USD, 27%

    500 to 999 million USD, 16%

    Greater than 1 billion USD, 43%

    The total assets of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.

    Type of investor attendee

    Type of investor attendees

    This graph shows the types of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.

    Banks and insurance companies, 11%

    Corporates, 45%

    Endowments and foundations, 11%

    Government, local authorities, public and sovereign, 18%

    Other, 15%

    The types of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2020.

    Global members get more in 2023

    • Save US $15,000 in fees
    • One seat at each of the five Forums
    • Two virtual LSC sessions per year (now exclusive to global members only)
    • Five 1-2-1 meeting per event (25 per year)
    • Flexibility to customise your seats (skip one Forum and double up on another)
    • 10% discount on additional tickets to any specific Forum, limit of three per firm
    • 20% discount on additional global memberships, limit of three per firm
    • Quarterly Mercer Strategic Research briefing
    • Access to a dedicated hub or Forum materials
    • Complimentary copy of Mercer's Global Manager Search Trends Year-End Report and Mercer's Global Asset Managers Fee Survey. These reports are otherwise only available to MercerInsight® subscribers.

    Cost of attending the Forums

    • Asset owners2:
      Complimentary
    • Asset manager3:
      Global membership package $50,000

    For individual Forum costs, please see below:

    2023 Europe USA Asia Pacific Canada
    USD $13,000 $16,000 $12,000 $12,000 $12,000

     

    Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums.

    Contact us

    Important Notices

    1. Based on 2018-2020 attendance at Mercer’s Global Investment Forums

    2. For the purposes of the Forum, an “asset owner” is a client or contact of Mercer who is an executive, board member or other key decision-maker of a retirement plan, wealth management firm, insurer, endowment, foundation, government agency or similar entity.

    3. Mercer's receipt of revenue from a Fund manager will not result in any preferential treatment by Mercer when evaluating or recommending managers, their affiliates, products or strategies.

    Mercer accepts no responsibility for the views or opinions of the speakers or any other persons at the event.

    Mercer reserves the right to make changes in the agenda or speaker roster at any time without prior notice.

    Managers are limited to a maximum of three registrations per Forum. Each registration covers only one person.

    Mercer has the right to decline any registrations received from competitors and other potential delegates that do not match the targeted audience.

    By registering for the Mercer Global Investment Forum, consent is given to Mercer for its disclosure of your financial institution's name to third parties for conflict of interest disclosure purposes.

    Cancellations must be communicated via email to Maria Reyes. Cancellation request sent two months before the Forum will be refunded in full. Cancellation request sent one month before the Forum will be refunded in half (50%). Except as set forth above or in cases of Force Majeure or termination for breach, a refund is not allowed.