Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money Manager

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Give Value, Be As Useful As Possible, & Other Timeless Advice From Rich Nuzum - $600B Money Manager

Guest:

Rich Nuzum Executive Director of Investments and Global Chief Investment Strategist at Mercer

$600B AUM Assets Under Management

$17T AUA Assets Under Advisory

Bio

Rich Nuzum, CFA

Rich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer’s largest, most sophisticated clients, and is accountable for Mercer’s “innovation agenda”, including the creation and development of thought leadership and related products and services across the firm. Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including providing investment consulting advice to more than half of the world’s 20 largest institutional investors. Rich has also led social security and other long term savings reform projects in five countries and one US state.

Rich has led Mercer’s work in several projects with the World Economic Forum, including work related to Transformational Investment, and to the Longevity Economy. Rich was President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer’s investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as Global Chief Investment Officer for Mercer’s investment management business, which has more than $393 billon in AUM.

Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor’s degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charterholder and a member of the CFA Institute. Rich has repeatedly been named to CIO Magazine’s annual list of the world’s most influential investment consultants and received CIO Magazine’s 2017 Industry Innovation Award as Consultant of the Year.

Disclaimer:

Opinions expressed are those of the speakers as of the date of the recording. This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose.

The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Read Mercer’s Important Notices & Disclosures here

https://www.mercer.com/en-us/