The Mercer Global Investment Forums convene asset owners, key stakeholders and leaders within their field of research to tackle the big themes shaping markets and investment practice today and over the years to come. Each event brings together leading thinkers across the investment landscape to learn, share and connect through keynote addresses, breakout sessions and panel discussions. Beyond these events, you can access the latest insights on our digital research platform MercerInsight® Community, home to some of the best research and insights in the industry.

2025 Theme: Swing state

The theme for this year’s Global Investment Forum, "Swing State," reflects an investment environment defined by shifting dynamics. The past four years have been marked by powerful shifts—from the COVID-19 pandemic to escalating conflicts in Ukraine and the Middle East—that continue to reshape the global landscape and challenge conventional portfolio thinking.

Inflationary pressures appear to be subsiding, setting interest rates on a downward swing, while market concentration has reached historic highs, heightening systemic risk from a handful of dominant companies. At the same time, government debt in developed economies remains strained, and emissions continue to rise despite technological advances.

As we assess where we are in this pendulum swing, understanding the potential impacts on portfolios will be critical. Each swing presents risks and opportunities, calling for a balanced approach and an expanded perspective to navigate an unpredictable path forward. 


As asset owners navigate new and unpredictable challenges across the investment landscape, broader perspectives and collective thinking can help the investment community achieve more, together. Our Global Investment Forums convene asset owners, asset managers and Mercer colleagues, building partnerships that power portfolios.
Joanne Holden

Global Head of Investment Research and Advisory, Mercer

Why attend?

  • Asset owners

    Connect with the community

    Connect and exchange ideas with your peers and other industry participants. Immerse yourself in sessions that ask important questions.

  • Asset owners

    Gain insights from managers

    Access hundreds of asset manager-led sessions on investment ideas and innovations to help with your investment decisions.

  • Asset owners

    Free and easy to attend

    Complimentary registration for current and prospective Mercer clients to aid long-term decision-making in a rapidly evolving world.

  • Asset managers

    Attend a manager briefing

    In addition to the main session, you are invited to attend a manager briefing presented by the manager research team and the local business.

  • Asset managers

    Meet Mercer specialists

    Schedule up to five 30-minute one-to-one conversations with Mercer consulting, manager research or investment solutions teams across the globe.

  • Asset managers

    Hear our latest thinking

    Our investment specialists from Mercer’s consulting, research and investment solutions teams will share what’s on the minds of Mercer and our clients.

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 2023.

50 to 99 million USD, 6%

100 to 499 million USD, 27%

500 to 999 million USD, 15%

Greater than 1 billion USD, 52%

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 2023.

Banks and insurance companies, 8%

Corporates, 54%

Endowments and foundations, 13%

Government, local authorities, public and sovereign, 15%

Other, 10%

The types of asset owner who have attended Mercer’s Global Investment Forums between 2018 and 2023.

Global members get more in 2025

  • Save USD 16,550 in registration fees
  • One seat at each of the five Forums
  • One virtual Learn, Share and Connect session per year, exclusive to global members
  • Up to five one-to-one meetings offered as part of each Forum (i.e., five times a year)
  • Flexibility to customise your seats (skip one Forum to double up on another)
  • A 10% discount on additional tickets to any specific Forum, limit of three per firm
  • A 20% discount on additional global memberships, limit of three per firm
  • Two Mercer Research briefings, exclusive to global members
  • Access to the Forum Hub, a dedicated website that archives all Forum-related materials, such as presentations, publications and videos
  • 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 for attending the Forums

Asset owners2:
Complimentary

Asset manager3:
Global membership package $54,000

Global membership in 2025 is USD 54,000, plus any applicable taxes, which reflects a discount of USD 16,500 from the total price of individual registrations to all five Forums in 2025. Non-member registration fees are listed below. 

For individual Forum costs, please see below:

2025

Europe

Asia

USA

Pacific

Canada

USD

$15,500

$12,500

$17,500

$12,500

$12,500 

 

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



Contact us

Register for each event by clicking on your preferred location at the top of the page, otherwise contact us if you would like to speak to an investment specialist. 

Important notices

  1. Based on previous year's attendance at The Mercer 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.