Defined Benefit OCIO: Working through 2020 

Falling interest rates. Volatile markets. Pension funding relief. A confluence of factors has created a divergence in outcomes among pension plans — from plans that have hedged liability risk effectively, contributing cash and narrowing funding deficits, to poorly funded plans that have deferred contributions and struggled to keep pace with liability growth.

In April 2020, Mercer released a paper discussing our results through the first quarter. For the full year, many of Mercer’s US DB OCIO clients continued to benefit from our approach in a variety of ways.

Download Mercer’s latest case study highlighting funded status results through the full year across our US client base.