Collaboration pairs American Beacon’s distribution and fund management capabilities with Mercer’s global investment expertise to deliver diversified, risk managed model portfolios
American Beacon Advisors, Inc. (“American Beacon”), an experienced provider of investment advisory services to institutional and retail markets, announced the launch of the Mercer & American Beacon Model Portfolios, a suite of professionally managed investment solutions developed in collaboration with Mercer Investments LLC (“Mercer”), a Marsh business and one of the world’s largest investment consulting and management firms.
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“By collaborating with Mercer, we’re able to provide advisors with institutional-quality model portfolios,” Greg Stumm, President and CEO of American Beacon Partners.
The Mercer & American Beacon Model Portfolios combine thematic investing strategies, dynamic asset allocation, and income-focused solutions within a professionally managed framework intended to help advisors navigate evolving market conditions while delivering targeted client outcomes.
The collaboration brings together Mercer’s institutional investment research and portfolio construction capabilities with American Beacon’s advisor-focused investment products, distribution platform and relationships across the wealth management industry.
Greg Stumm, President and CEO of American Beacon Partners, said: “Advisors are balancing an increasingly demanding client environment with the need to deliver sophisticated investment solutions efficiently and consistently. By collaborating with Mercer, we’re able to provide advisors with institutional-quality model portfolios.”
The five risk-based model portfolios offer two distinct differentiators: a thematic equity sleeve that provides targeted exposure to high-conviction themes such as artificial intelligence, energy transition, and demographic shifts, and Mercer’s dynamic asset allocation framework, which combines top-down economic views with bottom-up drivers of asset class returns to seek to deliver incremental value through active management.
The income-focused model portfolios are designed for investors seeking consistent cash flow, disciplined risk management, and capital preservation. Featuring two complementary strategies – one centered on capital preservation and the other on higher-yield opportunities – these portfolios are designed to address a range of income objectives.
Anne Marie Schultz, Mercer’s U.S. Investments Commercial Leader, said: “Advisors want investment solutions that can adapt alongside changing markets and evolving client goals. At the same time, they want institutional quality insights and the capability to act on those insights. By combining Mercer’s institutional research and disciplined approach with American Beacon’s manager selection and wealth management expertise, we can help advisors access portfolio solutions designed to support their client’s long-term investment objectives.”
The Mercer & American Beacon Model Portfolios are designed for financial advisors, wealth managers, and multi-family offices seeking straightforward, cost-effective, and risk-managed investment options.
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