Helping institutions meet their investment needs

We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Investment Solutions

We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board  of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.

Disciplined Investment Process

We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
1

Investment Policy Statement Development and Review

Act as liaison between institutional clients and Merrill's Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the client’s investment goals and objectives.
2

Strategic Allocation Modeling

Customizable asset allocation based on the Chief Investment Office capital market assumptions.
3

Investment Manager Due Diligence

Recommend investment solutions leveraging Merrill's thorough and rigorous due diligence process.
4

Investment Manager Search and Selection

Advanced portfolio construction techniques combined with client specific objectives and Merrill's capital market guidance.
5

Portfolio Strategy

Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns.
6

Performance Measurement

Review, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.