Defined Benefit



/content/dam/mercer/1000x282/conceptual/img-FL000403f-1000x282.jpg

We help with every aspect of defined benefit investing, from strategy and structure to unwavering oversight of governance and implementation.

What We Do

We help with every aspect of defined benefit investing, from strategy and structure to unwavering oversight of governance and implementation. Working dynamically with your pension plan, we harness your investment strategy to the goals of your business.

 

Why Mercer

We offer each client the strength of our research, the breadth of our intellectual capital, and the talent of our specialist consultants. These help us forge insight-driven partnerships with clients, from pension plans and sovereign wealth funds to multinationals, and endowments and foundations. All benefit from our personal commitment, global resources, and adaptive approach.

 

How We Make a Difference

ACCESS AND OVERSIGHT

By giving you ready access to industry-leading money managers, we save you the time, expense, and uncertainty that come with the search for and monitoring of investment managers. Freedom from tracking portfolios, overseeing administrative tasks, and keeping up with regulatory changes paves the way to optimal plan outcomes and funding levels.

 

KEY CAPABILITIES

Our superior strength in research, analytical tools, advice, and implementation will give you a competitive edge in areas from plan accounting to retiree services needs. And plan governance issues benefit from the added layer of our fiduciary support.

/content/dam/mercer/1000x282/conceptual/img-FL000403f-1000x282.jpg

Mercer’s consultants are constantly considering the course that you need to take as well as advising clients and producing guidance in the form of research and benchmarking studies

LATEST RESEARCH & PUBLICATIONS

 

Mercer US Pension Buyout Index

The US Pension Buyout Index allows sponsors to monitor the approximate cost of a buyout for their pension liabilities.

 

Find out more

 


 

Briefing On Buy-In Annuity Contracts

Mercer's Briefing on Buy-in Annuity Contracts explains the benefits and mechanics of Buy-ins as a means to reduce financial risk in DB plans.

 

Find out more

 


Terminated Vested Cashouts - Overcoming Common Misconceptions

The advantages to the plan sponsor of a lump sum cashout can be numerous, and the economics of such an exercise are often very compelling.
 

Find out more

 


 

MARKETS AREN'T ALWAYS FAIR

 

Read how Mercer's Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH & ANALYTICAL TOOLS?

 

With access to Mercer’s tools you can review analysis of investment research MercerInsight.

/content/dam/mercer/1000x282/conceptual/img-FL000403f-1000x282.jpg

Solving today and tomorrow’s defined benefit issues…

Pension Risk Remains Key Concern

The economic environment continues to affect the ability of companies to provide their beneficiaries with sufficient funds at retirement, and defined benefit plans still have large deficits.

 

Risk, return and operational efficiency are areas that need to be considered when looking at the future of the plan to meet the liabilities of tomorrow. And, not only for individual companies but for Multinationals. 

 

How We Can Help

Pension risk is not only an issue for trustees but has become a board room issue. But, how can you manage this risk? Connect with us and learn how by applying integrated thinking you can solve the retirement challenges of your members, today and tomorrow. Our latest Mercer/Journal article is Navigating Pension Risk: Insights From Both Sides Of The Atlantic.

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals today. Read how you can meet the challenge head-on using Pension risk framework.

TAKE ADVANTAGE OF OUR EXPERTISE
 

Review our Ten Tips To Manage Pension Risk In 2014


 

Meet the Mercer team that focuses on very specific areas of non-investment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

/content/dam/mercer/1000x282/conceptual/img-FL000403f-1000x282.jpg

Mercer can help by supplementing your governance framework to help you meet your long-term objective

Are You Facing These Issues?

  • Increased complexity across investment arrangements?
  • Insufficient internal expertise and resources?
  • Lack of scale and a desire for cost efficiencies?
  • Market volatility and a need for speed?
  • Ongoing change management?
  • Greater oversight and transparency required?

These are all issues you face daily as a pension plan trustee, a sponsor, or another type of institutional investor. Our solution lets you focus where it matters most — on building a growth portfolio and a risk-reducing portfolio, fund monitoring and rebalancing, and governance allocation. Mercer can help by supplementing your governance budget to help you meet your long-term objectives.

 

Mercer’s Investments business offers a continuum of services that allow us to tailor solutions specifics to your unique requirements and governance objectives. Our services include:

 

  • Traditional investment advice
  • Delegated solutions for clients who prefer to outsource some or all of their decision-making process
  • Research and analytical tools

Additionally, our specialist groups provide broad and deep expertise in areas such as alternative investments, investment operations, and responsible investing.

 

Read This Snapshot of a Case Study

 

Situation

A plan with assets of €800 million had a trustee board with an investment subcommittee that:

 

  • Had received traditional strategy advice from a consultant
  • Was looking to diversify asset classes
  • Had agreed to an allocation of around 5% per new asset class

Benefits

  • No net cost increase (and in some cases savings)
  • Transparency through regular performance reporting
  • Cash flow management/re-balancing
  • Manager compliance
  • Efficient and fast execution
  • Ensured compliance of managers
  • Better return/risk trade-off

 

DB RISK - MEET THE EXPERTS

 

 

How do you decide what's best for your scheme? Meet Mercer's DB risk experts, who will guide you through your DB risk journey by sharing their insights, best practices, research, solutions, and key tips with you.

 

Watch now

 

CONTACT OUR SPECIALISTS

*Required Fields

PENSION RISK MANAGEMENT ISSUES FOR CFOs - Download the full report

*Required Fields

ABOUT US

We help with every aspect of defined benefit investing, from strategy and structure to unwavering oversight of governance and implementation.

What We Do

We help with every aspect of defined benefit investing, from strategy and structure to unwavering oversight of governance and implementation. Working dynamically with your pension plan, we harness your investment strategy to the goals of your business.

 

Why Mercer

We offer each client the strength of our research, the breadth of our intellectual capital, and the talent of our specialist consultants. These help us forge insight-driven partnerships with clients, from pension plans and sovereign wealth funds to multinationals, and endowments and foundations. All benefit from our personal commitment, global resources, and adaptive approach.

 

How We Make a Difference

ACCESS AND OVERSIGHT

By giving you ready access to industry-leading money managers, we save you the time, expense, and uncertainty that come with the search for and monitoring of investment managers. Freedom from tracking portfolios, overseeing administrative tasks, and keeping up with regulatory changes paves the way to optimal plan outcomes and funding levels.

 

KEY CAPABILITIES

Our superior strength in research, analytical tools, advice, and implementation will give you a competitive edge in areas from plan accounting to retiree services needs. And plan governance issues benefit from the added layer of our fiduciary support.

RESEARCH

Mercer’s consultants are constantly considering the course that you need to take as well as advising clients and producing guidance in the form of research and benchmarking studies

LATEST RESEARCH & PUBLICATIONS

 

Mercer US Pension Buyout Index

The US Pension Buyout Index allows sponsors to monitor the approximate cost of a buyout for their pension liabilities.

 

Find out more

 


 

Briefing On Buy-In Annuity Contracts

Mercer's Briefing on Buy-in Annuity Contracts explains the benefits and mechanics of Buy-ins as a means to reduce financial risk in DB plans.

 

Find out more

 


Terminated Vested Cashouts - Overcoming Common Misconceptions

The advantages to the plan sponsor of a lump sum cashout can be numerous, and the economics of such an exercise are often very compelling.
 

Find out more

 


 

MARKETS AREN'T ALWAYS FAIR

 

Read how Mercer's Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH & ANALYTICAL TOOLS?

 

With access to Mercer’s tools you can review analysis of investment research MercerInsight.

ADVICE

Solving today and tomorrow’s defined benefit issues…

Pension Risk Remains Key Concern

The economic environment continues to affect the ability of companies to provide their beneficiaries with sufficient funds at retirement, and defined benefit plans still have large deficits.

 

Risk, return and operational efficiency are areas that need to be considered when looking at the future of the plan to meet the liabilities of tomorrow. And, not only for individual companies but for Multinationals. 

 

How We Can Help

Pension risk is not only an issue for trustees but has become a board room issue. But, how can you manage this risk? Connect with us and learn how by applying integrated thinking you can solve the retirement challenges of your members, today and tomorrow. Our latest Mercer/Journal article is Navigating Pension Risk: Insights From Both Sides Of The Atlantic.

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals today. Read how you can meet the challenge head-on using Pension risk framework.

TAKE ADVANTAGE OF OUR EXPERTISE
 

Review our Ten Tips To Manage Pension Risk In 2014


 

Meet the Mercer team that focuses on very specific areas of non-investment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

IMPLEMENTATION

Mercer can help by supplementing your governance framework to help you meet your long-term objective

Are You Facing These Issues?

  • Increased complexity across investment arrangements?
  • Insufficient internal expertise and resources?
  • Lack of scale and a desire for cost efficiencies?
  • Market volatility and a need for speed?
  • Ongoing change management?
  • Greater oversight and transparency required?

These are all issues you face daily as a pension plan trustee, a sponsor, or another type of institutional investor. Our solution lets you focus where it matters most — on building a growth portfolio and a risk-reducing portfolio, fund monitoring and rebalancing, and governance allocation. Mercer can help by supplementing your governance budget to help you meet your long-term objectives.

 

Mercer’s Investments business offers a continuum of services that allow us to tailor solutions specifics to your unique requirements and governance objectives. Our services include:

 

  • Traditional investment advice
  • Delegated solutions for clients who prefer to outsource some or all of their decision-making process
  • Research and analytical tools

Additionally, our specialist groups provide broad and deep expertise in areas such as alternative investments, investment operations, and responsible investing.

 

Read This Snapshot of a Case Study

 

Situation

A plan with assets of €800 million had a trustee board with an investment subcommittee that:

 

  • Had received traditional strategy advice from a consultant
  • Was looking to diversify asset classes
  • Had agreed to an allocation of around 5% per new asset class

Benefits

  • No net cost increase (and in some cases savings)
  • Transparency through regular performance reporting
  • Cash flow management/re-balancing
  • Manager compliance
  • Efficient and fast execution
  • Ensured compliance of managers
  • Better return/risk trade-off

 

DB RISK - MEET THE EXPERTS

 

 

How do you decide what's best for your scheme? Meet Mercer's DB risk experts, who will guide you through your DB risk journey by sharing their insights, best practices, research, solutions, and key tips with you.

 

Watch now

 

CONTACT OUR TEAM