Prestations déterminées



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Ce Que Nous Faisons

 

Nous vous conseillons sur tous les aspects du placement de l’actif des régimes à prestations déterminées, qu’il s’agisse de l’élaboration de la stratégie, de la structure des placements, de la surveillance étroite de la gouvernance ou de la mise en œuvre. De concert avec les responsables de votre régime de retraite, nous nous assurons que votre stratégie de placement s’harmonise avec les objectifs de votre entreprise.

 

Pourquoi Choisir Mercer

 

Nous offrons à chaque client d’excellents services de recherche, un riche capital intellectuel et le talent reconnu de nos spécialistes. Nous travaillons en étroite collaboration avec nos clients, qu’il s’agisse de régimes de retraite, de fonds souverains, de multinationales ou de fondations, et mettons à leur disposition notre engagement personnel, nos ressources d’envergure mondiale et notre approche personnalisée.

 

La Différence Mercer

 

Accès et surveillance

 

En vous permettant d’avoir rapidement accès aux meilleurs gestionnaires de portefeuille de l’industrie, nous vous faisons économiser du temps et de l’argent et nous dissipons les incertitudes que suscitent la recherche et la surveillance des gestionnaires de placements. N’ayant plus à suivre les placements, ni à superviser les tâches administratives, ni à surveiller les changements apportés par les organismes de réglementation, vous pouvez vous concentrer sur l’obtention de résultats optimaux et de niveaux de provisionnement satisfaisants.

 

Nos compétences fondamentales

 

Grâce à notre expertise en recherche, en outils d’analyse, en services-conseils et en mise en œuvre, vous jouirez d’un avantage concurrentiel dans les domaines allant de la comptabilité du régime aux services offerts aux retraités. Nous vous aiderons à régler les questions de gouvernance dans l’administration de votre régime en vous prêtant main forte dans l’exercice de vos fonctions fiduciaires.

PENSION RISK MANAGEMENT ISSUES FOR CFOs

 

DB plan sponsors who wish to derisk their pension plans have a variety of ways to accomplish this

 

 

Download PDF

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Defined benefit plans have faced a difficult time over the last few years, and things do not seem to be getting easier.

 

Even though funding levels seem to have increased on the back of a strong equities market, there is still a need to reduce deficits, manage risk and liabilities. And, what about creating a growth portfolio to capture those opportunities and take advantage of a more buoyant environment and leading to increased funding levels and not to mention their exposure to risk.

 

Mercer’s consultants are constantly considering the course that you need to take as well as advising clients and producing guidance in the form of research and benchmarking studies.

 

How Mercer Can Help

Mercer's surveys 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. 

 

Manager Search Trends

Investment mandate hiring patterns and search trends, gain insight into what Mercer’s institutional clients around the world are doing by reading our global Manager Search Trends.

 

Global Fee Survey

With more than 25,000 asset management products, from over 5,000 investment management firms, Mercer's fee survey looks at management fees globally. A must read for those who want to better understand the science behind fees. 

 

Asset Allocation Survey

Asset allocation is instrumental to the performance of any plan. In this environment of large deficits and the need for diversification, plans need to get this right from the start. Read about the trends that we have seen in plans around the world, and understand their behaviour, and what the next favoured asset class may be. 

 

Strategic Themes and Opportunities

 

As major global investment markets come off a strong 2013, Mercer has released two related research papers that together assess the investment environment and suggest market opportunities – “Outlook for 2014 and Beyond” and “2014 Strategic Themes and Opportunities”. Together they identify how investors can respond dynamically to changing market conditions and ensure that portfolios are robust to a range of economic outcomes.

MARKETS AREN'T ALWAYS FAIR

 

Read how Mercer's Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH & ANALYTICAL TOOLS?

 

With access to Mercer’s tools you can review analysis of investment research MercerInsight.

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The economic environment continues to affect the ability of companies to provide their beneficiaries with sufficient funds at retirement, and defined benefit plans still have large deficits.

 

Risk, return and operational efficiency are areas that need to be considered when looking at the future of the plan to meet the liabilities of tomorrow. And, not only for individual companies but for Multinationals. 

 

How We Can Help

Pension risk is not only an issue for trustees but has become a board room issue. But, how can you manage this risk? Connect with us and learn how by applying integrated thinking you can solve the retirement challenges of your members, today and tomorrow Pension risk resources.

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals today. Read how you can meet the challenge head on using Pension risk framework.

 

Operational Efficiency

Plans should also consider the non-investment risks associated with investment operations and execution, when managing their DB plans. Meet the Mercer team that focuses on very specific areas of non-investment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

Meet some of our experts, as they share their tips on how to manage risk

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Are You Facing?

  • Increased complexity across investment arrangements?
  • Insufficient internal expertise and resources?
  • Lack of scale and a desire for cost efficiencies?
  • Market volatility and a need for speed?
  • Ongoing change management?
  • Greater oversight and transparency required?

These are all issues you face daily as a pension plan trustee, a sponsor, or another type of institutional investor. Our solution lets you focus where it matters most — on building a growth portfolio and a risk-reducing portfolio, fund monitoring and rebalancing, and governance allocation. Mercer can help by supplementing your governance budget to help you meet your long-term objectives.

 

Mercer’s Investments business offers a continuum of services that allow us to tailor solutions specifics to your unique requirements and governance objectives. Our services include:

 

  • Traditional investment advice
  • Delegated solutions for clients who prefer to outsource some or all of their decision-making process
  • Research and analytical tools

Additionally, our specialist groups provide broad and deep expertise in areas such as alternative investments, investment operations, and responsible investing.

 

Read This Snapshot of a Case Study

 

Situation

A plan with assets of €800 million had a trustee board with an investment subcommittee that:

 

  • Had received traditional strategy advice from a consultant
  • Was looking to diversify asset classes
  • Had agreed to an allocation of around 5% per new asset class

Benefits

  • No net cost increase (and in some cases savings)
  • Transparency through regular performance reporting
  • Cash flow management/re-balancing
  • Manager compliance
  • Efficient and fast execution
  • Ensured compliance of managers
  • Better return/risk trade-off

 

CONTACT OUR SPECIALISTS

*Champs requis

PENSION RISK MANAGEMENT ISSUES FOR CFOs - Download the full report

*Champs requis

CE QUE NOUS FAISONS

Ce Que Nous Faisons

 

Nous vous conseillons sur tous les aspects du placement de l’actif des régimes à prestations déterminées, qu’il s’agisse de l’élaboration de la stratégie, de la structure des placements, de la surveillance étroite de la gouvernance ou de la mise en œuvre. De concert avec les responsables de votre régime de retraite, nous nous assurons que votre stratégie de placement s’harmonise avec les objectifs de votre entreprise.

 

Pourquoi Choisir Mercer

 

Nous offrons à chaque client d’excellents services de recherche, un riche capital intellectuel et le talent reconnu de nos spécialistes. Nous travaillons en étroite collaboration avec nos clients, qu’il s’agisse de régimes de retraite, de fonds souverains, de multinationales ou de fondations, et mettons à leur disposition notre engagement personnel, nos ressources d’envergure mondiale et notre approche personnalisée.

 

La Différence Mercer

 

Accès et surveillance

 

En vous permettant d’avoir rapidement accès aux meilleurs gestionnaires de portefeuille de l’industrie, nous vous faisons économiser du temps et de l’argent et nous dissipons les incertitudes que suscitent la recherche et la surveillance des gestionnaires de placements. N’ayant plus à suivre les placements, ni à superviser les tâches administratives, ni à surveiller les changements apportés par les organismes de réglementation, vous pouvez vous concentrer sur l’obtention de résultats optimaux et de niveaux de provisionnement satisfaisants.

 

Nos compétences fondamentales

 

Grâce à notre expertise en recherche, en outils d’analyse, en services-conseils et en mise en œuvre, vous jouirez d’un avantage concurrentiel dans les domaines allant de la comptabilité du régime aux services offerts aux retraités. Nous vous aiderons à régler les questions de gouvernance dans l’administration de votre régime en vous prêtant main forte dans l’exercice de vos fonctions fiduciaires.

PENSION RISK MANAGEMENT ISSUES FOR CFOs

 

DB plan sponsors who wish to derisk their pension plans have a variety of ways to accomplish this

 

 

Download PDF

Recherche

Defined benefit plans have faced a difficult time over the last few years, and things do not seem to be getting easier.

 

Even though funding levels seem to have increased on the back of a strong equities market, there is still a need to reduce deficits, manage risk and liabilities. And, what about creating a growth portfolio to capture those opportunities and take advantage of a more buoyant environment and leading to increased funding levels and not to mention their exposure to risk.

 

Mercer’s consultants are constantly considering the course that you need to take as well as advising clients and producing guidance in the form of research and benchmarking studies.

 

How Mercer Can Help

Mercer's surveys 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. 

 

Manager Search Trends

Investment mandate hiring patterns and search trends, gain insight into what Mercer’s institutional clients around the world are doing by reading our global Manager Search Trends.

 

Global Fee Survey

With more than 25,000 asset management products, from over 5,000 investment management firms, Mercer's fee survey looks at management fees globally. A must read for those who want to better understand the science behind fees. 

 

Asset Allocation Survey

Asset allocation is instrumental to the performance of any plan. In this environment of large deficits and the need for diversification, plans need to get this right from the start. Read about the trends that we have seen in plans around the world, and understand their behaviour, and what the next favoured asset class may be. 

 

Strategic Themes and Opportunities

 

As major global investment markets come off a strong 2013, Mercer has released two related research papers that together assess the investment environment and suggest market opportunities – “Outlook for 2014 and Beyond” and “2014 Strategic Themes and Opportunities”. Together they identify how investors can respond dynamically to changing market conditions and ensure that portfolios are robust to a range of economic outcomes.

MARKETS AREN'T ALWAYS FAIR

 

Read how Mercer's Dynamic Asset Allocation can help level the playing field.

 


LOOKING FOR SELF-SERVICE RESEARCH & ANALYTICAL TOOLS?

 

With access to Mercer’s tools you can review analysis of investment research MercerInsight.

ADVICE

The economic environment continues to affect the ability of companies to provide their beneficiaries with sufficient funds at retirement, and defined benefit plans still have large deficits.

 

Risk, return and operational efficiency are areas that need to be considered when looking at the future of the plan to meet the liabilities of tomorrow. And, not only for individual companies but for Multinationals. 

 

How We Can Help

Pension risk is not only an issue for trustees but has become a board room issue. But, how can you manage this risk? Connect with us and learn how by applying integrated thinking you can solve the retirement challenges of your members, today and tomorrow Pension risk resources.

 

Pension Risk Framework

Managing DB pensions is a complicated challenge for multinationals today. Read how you can meet the challenge head on using Pension risk framework.

 

Operational Efficiency

Plans should also consider the non-investment risks associated with investment operations and execution, when managing their DB plans. Meet the Mercer team that focuses on very specific areas of non-investment and service provider risk, and who can advise on custody, investment operations and execution, and risk management.

Meet some of our experts, as they share their tips on how to manage risk

IMPLEMENTATION

Are You Facing?

  • Increased complexity across investment arrangements?
  • Insufficient internal expertise and resources?
  • Lack of scale and a desire for cost efficie