Investments

  • Health Care Savings Program

    • Investments

    A Prudent, Long-Term Strategy — And a Proven Track Record of SuccessThe 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 MERS Investment Menu is simplified into three categories to help you find the investment mix that best meets your investment style.

     Understanding the MERS Investment Menu (pdf)

     View MERS Investment Menus

    Resources

     MERS Retirement Strategies overview (video)

    Read about the MERS Investment Policy Statement (pdf)

    Research Briefs

     Excessive Fund Choice Undermines Performance (pdf)

     Maximizing the Match (pdf)

    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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.6377.

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