Understanding Your Investment Choices
The MERS Investment Services Program (ISP) provides your municipality non-membership access to MERS Investments. You will benefit from our professionally-managed funds, low administrative fees and our economies of scale, while retaining administration of your pension program.
ISP Investment Menu
The portfolios are professionally managed by MERS. Each portfolio has an allocation of stocks/bonds (in parenthesis below) that is rebalanced on a quarterly basis.
MERS Total Market Portfolio
MERS Global Stock Portfolio (100/0)
MERS Established Market Portfolio (60/40)
MERS Diversified Bond Portfolio (0/100)
Funds to Build Your Own Portfolio
Large Cap Stock Index
Mid Cap Stock Index
Small Cap Stock Index
Emerging Market Stock