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.

Visit our Investments page to view our goals, philosophy, and MERS Investments team.

Investment Menu

The MERS Investment Menu is simplified into two categories to help you find the investment mix that best meets your investment style.

  • “Help me do it” – LifePath target date funds
  • “I’ll do it myself” – Additional fund options

 Understanding the MERS Investment Menu (pdf)

View MERS investment performance

Resources

 LifePath Target Date Funds explained (video)

 How target date funds simplify investing (video)

MERS Investment Policy Statement (pdf)

 

  • 457 Program

    • Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting 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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

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