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

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/