“Help me do it”

These Premium Select Options were actively chosen for you by MERS. Here you have access to pre-built portfolios that MERS helps you manage by monitoring the investment managers and rebalancing the portfolio quarterly. It also gives you access to selected funds to help you build your own portfolio.

Note: Any changes in your age or financial situation could mean a different investment mix may be appropriate. With this in mind, it’s always a good idea to review your investment choices regularly to make sure they are still suitable.

Portfolios Built For You

Funds to Build Your Own Portfolio

These pre-selected options give you a variety of available funds from which to choose. These funds are actively managed by MERS, ensuring that quality choices are available. These funds can be used alongside either the Retirement Strategies or pre-built portfolios, giving you the ability to further diversify your investment portfolio and fine-tune your strategy.

Investment Managers

The portfolios from the Premium Select Options are professionally managed by MERS. Each portfolio has a target asset allocation that is rebalanced on a quarterly basis. MERS Office of Investments uses a number of external institutional investment managers that make up these portfolios.

 Investment Menu Summary