Investing Like An Insurance Fund

Investing Like An Insurance Fund


  • Mercer Campaigns



With a raft of challenges, constraints and competitive advantages that affect both pension schemes and insurers alike, investment responses to the low yield environment, regulatory convergence (or not), sponsor covenant vs. standalone capital, as well as risk tolerances and risk management frameworks are all key factors for consideration.

There are similarities and differences that pension schemes and insurers face when investing, and by observing and reviewing the investment behaviour of insurers pension schemes can benefit. They can do so by adopting the best practices from the insurers, when creating the ideal structure for pension schemes to reach their end game and to optimise their risk profile.

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