portfolio maintenance
Expert operational execution can have a considerable positive influence on your long-term returns.
Mercer Advisors utlizes a Beyond-the-Market strategy that couples rebalancing, tax management, distribution management and the reduction of operating and trading costs to enhance the returns generated in the market. These beyond-market strategies add incremental returns for compounded investment success.
Specifically, rebalancing creates opportunities to sell high and buy low in order to capture returns while maintaining your preferred risk profile. Tax management includes sophisticated proactive tax planning, asset allocation strategies, tax-loss harvesting, as well as tax management within an investment fund. Distribution management, often overlooked, ensures that while taking distributions, your taxes are minimized and asset allocation strategies for growth are preserved.
The final Beyond-the-Market component, portfolio cost, is often the most difficult to grasp. When evaluating costs, most investors consider only the transaction costs and management fees included on their account statement. Yet there are hidden costs within the funds included in the portfolio that must be considered. These include a fund's operational costs and management fees, costs associated with the timing of transactions within a fund, even the positive effects that lending revenue has on a fund's costs.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Forbes and Investment News rankings are for Mercer Global Advisors Inc.
