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 Capital Appreciation Portfolio (80/20)
MERS Established Market Portfolio (60/40)
MERS Balanced Income Portfolio (40/60)
MERS Capital Preservation Portfolio (20/80)
MERS Diversified Bond Portfolio (0/100)
Funds to Build Your Own Portfolio