“I’ll do it myself”

These options have been actively chosen for you by MERS. Here, you have access to pre-built portfolios that MERS helps you maintain by monitoring the investment managers and rebalancing the portfolio every quarter. 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.

Funds to Build Your Own Portfolio

These pre-selected options give you a variety of available funds to choose from. These funds are actively managed by MERS, ensuring that quality choices are available. They can be used alongside either the LifePath target date funds 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 Fund 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.

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