While the events of the most recent year have introduced significant uncertainty in capital markets, we expect insurance companies to continue increasing their allocations to private markets. For certain insurers, these investments are executed through various forms of vehicles with favorable cost-adjusted yields (capital efficient vehicles).

At Mercer, we have monitored the development of these structures over many years and seek to provide more clarity to clients on the various implications of these vehicles. With increased scrutiny and expected regulatory changes on the horizon, it is important to better understand this topic and the various tradeoffs.

Why Attend

Please join Eryn Bacewich and Nelson Pereira to discuss several key considerations including:

  • Background: How we got here
  • The history and evolution of capital efficient vehicles
  • The composition of today’s capital efficient vehicle universe
  • Relevant regulatory work streams and potential outcomes
  • Mercer’s framework for considering capital efficient vehicles



    The information contained in this video is provided for educational and illustrative purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change without notice. The material was prepared without regard to specific objectives, financial situation or needs of any investor. Reliance upon information in this video is at the sole risk and discretion of the viewer.

    Please see Important Notices for more information.

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