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United States - investment updates
Mercer's updates are designed to help you and your firm better understand the dynamics of current markets, the performance of your investments, and the behaviour of your investment managers.
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Quarterly pension updates
It is just over twelve months since the start of the most significant banking crisis since the Great Depression of the 1930s. The 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.
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 2008 survey of pension financial risk
4 November 2008
During June and July 2008, Mercer Limited and the Association of Corporate Treasurers approached the CFOs and treasurers of substantial companies in their fourth annual survey on managing pension financial risk.
This survey sought to determine the extent to which respondents view pension schemes and their deficits as significant corporate risk issues, their perceptions of stakeholder attitudes, and the prevalence of some specific and topical risk management actions.
This report summarises the 89 responses received, mainly from FTSE 350 organisations.
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IMPORTANT NOTICES
Proprietary and confidential
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 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.
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.
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Mercer is a leading global provider of investment consulting 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 portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.
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