While the estimated aggregate funding level of US defined benefit (DB) plans sponsored by S&P 1500 companies decreased by 11% during 1Q 2020, reflecting record-low interest rates and sharp equity declines, the average funded status of Mercer’s daily monitored DB OCIO clients in the US performed 5% better than the S&P 1500 peer group.

 

This builds on a long track record of funded status outperformance: Since 2008, the funded status performance for Mercer’s daily monitored DB OCIO clients has exceeded the S&P 1500 benchmark by over 19%.1

 

Download the case study to learn how Mercer’s dynamic asset allocation approach has been one of the primary drivers of funded-status improvements. 

Download the case study

1 Past performance is no guarantee of future results. Please see Important notices for further information.