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Contact: Frank Oldham
Tel: +44 (0) 20 7178 3355

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Pension risk management - Surveys

Last updated: 6 May 2011

 

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Quarterly pensions update - US

Quarterly pension updates

 

The recent global economic crisis has had a dramatic impact on the finances of pension plans around the world and resulted in an aggregate pension plan deficit for S&P 1500 companies in excess of $400 billion at the end of 2008. Many of these companies have been reviewing the options available to them not only in relation to pension plan financing but also in relation to plan design and investment strategy. The decisions taken by the business leaders of today will shape the retirement savings of the next generation of workers. In these times of change it is crucial that the “doctors” of pension plans (actuaries, investment advisors and other professionals) present a holistic, balanced and honest view of the advantages, disadvantages, risks and rewards of different options to allow their “patients” to reach informed decisions.

 


 

2009/2010 pension risk survey

2009/2010 survey of pension financial risk

19 May 2010
 

During late 2009 and early 2010, Mercer and the Association of Corporate Treasurers approached the chief financial officers and treasurers of substantial companies to take part in their fifth survey on managing pension financial risk. This survey sought to determine:

 

  • The extent to which pension schemes and their deficits are viewed as significant corporate risk issues

  • Perceptions of stakeholder attitudes and pension accounting measures

  • The prevalence of some specific and topical risk management actions

 

 

Mercer is a leading global provider of investment services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing fiduciary management.

 

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References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
This contains confidential and proprietary information of Mercer and is intended for the exclusive use of the parties to whom it was provided by Mercer. Its content may not be modified, sold or otherwise provided, in whole or in part, to any other person or entity, without Mercer's prior written permission.
Opinions – not guarantees
The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results. Mercer’s ratings do not constitute individualized investment advice.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.

 

Contact: Frank Oldham
Tel: +44 (0) 20 7178 3355

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