Investment Menu – ISP

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.

 Fund Fees & Performance

 Investment Options Book for ISP & RHFV

Investment Menus

ISP Investment Menu

Portfolios Built For You

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

 Large Cap Stock Index
 Mid Cap Stock Index
 Small Cap Stock Index
 Emerging Market Stock
 Short-Term Income

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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).