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J Jordan · Client

Can we break this out by region before Friday?

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Q3 Market Analysis
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Welcome back, Sarah

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Q3 Market Analysis New
Mercer Financial Report link
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Jun 29
Investment Policy Statement
Mercer FinancialPDF
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Q2 Wrap-up & Q3 Outlook
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Mercer Financial
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Q3 Market Analysis
Investment Policy Statement
Q2 Wrap-up & Q3 Outlook
Updated reports appear here automatically.
Q3 Market Analysis
● Latest Updated Jun 29, 2025
Q3 2024 Portfolio Overview, Mercer Financial
Total AUM
$4.2M
▲ 8.3% YTD
Q3 Return
+3.1%
▲ vs +1.8% benchmark
Risk Score
Mod.
On target
Asset Allocation
US Equities
42%
Int'l Equities
23%
Fixed Income
35%
1
M Mercer · Client

Can you add a sector breakdown for tech exposure? Board meeting is Thursday.

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