Friday, December 14, 2018

Investment Services Program

How it Works

The Investment Services Program (ISP) provides your municipality non-membership access to MERS Investments. You benefit from our professionally-managed funds, with low administrative fees due to our economies of scale. The Investment Services Program offers a way to retain administration of your pension program while benefitting from MERS investment experience.

Program Advantages

Peace of Mind

Local municipal board appoints the MERS Retirement Board as investment fiduciary, while maintaining local administration and control

Power of Pooling

Funds are pooled in the MERS pre-designed portfolios, for investment purposes only. Separate trusts are established for each municipality. Money is invested in accordance with Public Employee Retirement System Investment Act (PERSIA), 1965 PA 314

Access to MERS Resources

Provides non-voting limited membership into MERS

Sound Investments

Access to top investment managers worldwide. Benefits from economies of scale. Fully diversified portfolios with performance history. Cost-effective portfolio options. Quarterly return analysis and economic overview.

Retiree Payment Option

Ability to send payments to retirees

Overview of the MERS Defined Contribution Plan Investments

A Prudent, Long-Term Strategy — And a Proven Track Record of Success

The MERS Investments team is dedicated to providing our member municipalities with excellent returns at affordable costs, while protecting the pensions and assets of our many members.

Click here to view our goals, philosophy, and MERS Investments team.

Investment Menu

The portfolios are professionally managed by MERS. Each portfolio has an allocation of stocks/bonds that is rebalanced on a quarterly basis.

View MERS Investment Menus MERS Investment Options (pdf)

Resources

 Read about the MERS Investment Policy Statement (pdf)

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Disclaimer
The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information?s accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).