Mercer appoints Jo Holden as global head of investment research

Mercer has appointed Jo Holden as global head of investment research, effective immediately.

In her new role, Holden is responsible for Mercer’s manager and strategic research, overseeing a group of more than 100 asset-class specialists across liquid alternatives, fixed income and equities. She also now manages the teams responsible for strategic asset allocation, dynamic asset allocation, strategic research and responsible investing.

Holden was previously chief investment officer for Mercer’s UK Investments & Retirement business and European Strategic Director of Research, a role in which she was responsible for ensuring Mercer’s diverse client base in the UK and Europe received the best of Mercer’s global research. She has worked for Mercer for the past 19 years, during which time she has overseen some of Mercer’s largest client relationships in the UK.

Holden succeeds Deb Clarke, who has held this role for the past eight years. Clarke will be retiring from Mercer at the end of June and in the interim will serve as global research chair, providing transition support to Holden. Clarke will also continue to serve as the executive sponsor for Mercer’s next Global Investment Forum, to be held virtually in Canada in June.

    Share Story:

Recent Stories


Podcast: Opportunities in Chinese equities
China was the first country to be impacted by the coronavirus outbreak, which lead to its economy plummeting. Since then, however, the country has managed to keep outbreaks of the virus under control, and is experiencing a V-shaped recovery with many areas returning to normal.

In this podcast, David Choa CFA, Head of Greater China Equities at BNP Paribas Asset Management talks to European Pensions Editor, Natalie Tuck, about China, its position within the global economy and the potential institutional investor opportunities within Chinese equities.

Podcast: How can a cross-border approach to pensions benefit multinationals?
In this podcast, Irish Association of Pension Funds CEO, Jerry Moriarty and AMX Head of Client and Manager Development, Aaron Overy, discuss with European Pensions Editor, Natalie Tuck, how a cross-border approach to pensions can benefit multinational companies.
Mitigating risk
BNP Paribas Asset Management’s head of pension solutions, Julien Halfon, discusses equity hedging with Laura Blows

Europe’s pensions challenges
Francesca Fabrizi meets Matti Leppälä, Secretary General and CEO of PensionsEurope, to discuss the key aims and objectives of the association today.