How we work
with institutional
investors
We partner with you for the long term, working with you towards better investment outcomes for your beneficiaries.
Whether you need to generate investment returns, manage your liabilities or need help in navigating the complex regulatory environment – our experienced team can help you reach your objectives. We can provide advice on your investment’s direction, manage your investment strategies, or take care of your day-to-day investment decisions.

Why R&M for institutional investors
We are highly attuned to the challenges that institutional investors face. In working with us, you have access to:
- Partners who work with you to ultimately improve outcomes for your beneficiaries
- Nimble advice and actions based on thorough, long-term market and industry analysis
- Creative solutions to complex challenges
Our difference
Through a variety of strategies, we can help long-term investors solve some of their most acute challenges.
These include managing your future investment-specific risks in accordance with the returns you need to generate or reaching the right level of return for your beneficiaries’ objectives.
We are particularly experienced in working with defined benefit and defined contribution pension plans, as well as insurance pools.
We structure solutions around your needs. Therefore, we take time and due care to understand what you need, so that we can offer the help you need, which includes:
Outsourced Chief Investment Officer services

We take day-to-day investment decisions on your behalf
Actuarial consulting

We help you managed your funding levels in accordance with your unique risks
Derivatives management

We manage your investment risk
Latest perspectives
Managing your pension LDI strategy through a down market: Don’t let your strategy blow up
Managing your pension LDI strategy ...
Article May 26, 2022 Managing your LDI strategy through a down market: Don’t let your…
4 min readUS pension briefing – April 2022
US pension briefing – April ...
Article May 5, 2022 US pension briefing – April 2022 Written by River and Mercantile…
3 min readUS pension briefing – March 2022
US pension briefing – March ...
Article April 6, 2022 US pension briefing – March 2022 Written by River and Mercantile…
3 min readPension plan annuity purchase update – Q4 2021
Pension plan annuity purchase update ...
Pension buyout sales totaled $13.7 billion in Q4 2020, which represents the highest quarterly sales…
2 min read