Wealth and Investments

Defined Benefits Pension Plans

Real-World Solutions

Anyone managing a defined benefits plan today faces persistent risks and evolving realities: market volatility, uncertain liabilities, shifting regulations, and pressure to reduce expenses and contributions. Succeeding in this landscape requires an agile strategy and process that can dynamically react to market conditions and seize opportunities while managing risk and expense.

Mercer’s Team Approach to Defined Benefits Plans

Mercer clients receive advice and solutions driven by an integrated interdisciplinary team of specialists. A core team of experienced consultants and analysts is supported by specialists in manager research, pension strategy, investment operations, and more. The core and specialist teams work together to provide clients holistic advice and continual guidance.

The size of Mercer’s operations means we can dynamically expand the team to bring the right professionals to bear on your organisation’s specific issues as they arise. Whether it’s our global asset allocation team to handle big-picture strategic issues or our regional teams to handle local regulations, we’re able to provide solutions that scale to our clients’ needs. For multinational organisations, Mercer provides consistent management and execution regardless of the country or specialty.

Improving Surplus and Reducing Risks

Growth in assets relative to liabilities is a key tool for helping defined benefits plans meet their final obligations and funding objectives, and it requires an effective portfolio construction. Our investments team examines the major and minor asset classes and market/return drivers to create an optimal strategic plan to meet surplus growth objectives with an appropriate risk profile. Our experience and knowledge of the market and managers allow us to construct a portfolio of managers and funds to implement this strategic allocation in a way that improves potential returns and is cost-effective. At the same time, a deep understanding of the drivers of liability values and changes is critical to managing total pension risk. Our dedicated pension risk team and broad actuarial experience offer our clients truly comprehensive solutions.

Innovation Backed by In-depth Research

Critical to all our work is our dedication to research and innovation. Manager research, sophisticated risk and factor modeling, dynamic asset allocation, and pension surplus risk budgeting are some of the key areas in which we create positive results for our defined benefits clients. Our goal is to provide the insight and analysis to help you understand tomorrow, today.

 

How Mercer Can Help

Mercer can help defined benefits plans manage persistent risks, such as market volatility, uncertain liabilities, and pressure to reduce expense and contributions.

To find out more about Mercer’s solutions for defined benefit pension plans please contact us.

Mercer Awards and Accreditations

The Institute and Faculty of Actuaries Quality Assurance Scheme (QAS) accreditation

European Pensions Awards 2016 Risk Management Firm of the Year

European Pensions Awards 2016 European Pensions Innovation Award

Financial News Investment Consultancy of the last 20 Years

Pensions Age Innovation Award 2016 for Mercer Pension Risk Exchange®

Portfolio Institutional #1 overall in 2016 Consultant Survey — for the 3rd year in a row

Chief Investment Officer 2016 Outsourced Survey #1 Provider

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