Pensions
November Delivers Mixed Results for Pension Finances
Liability increases generally offset positive investment returns.
Tag: Mercer
Newsmakers
Mercer Seeks New US CIO
The firm is also looking to hire a new head of North American infrastructure.
Asset Allocation
How Investors Can Approach Portfolio Volatility Heading Into 2026
While most forecasts are optimistic for next year, volatility is projected to continue, likely resulting in a variety of strategies rising to navigate it.
Research
Netherlands, Iceland, Denmark Named World’s Best Pension Systems
The A-grade countries’ retirement schemes deliver good benefits, are sustainable and have high levels of integrity, according to Mercer.
Newsmakers
Franklin Templeton Taps Mercer’s Longtime OCIO Boss
After 33 years at Mercer, Rich Nuzum will spearhead FTIS efforts to grow its outsourced CIO business.
Pensions
Funded Status of U.S. Corporate Pension Plans Rose Again in June
Aggregate surpluses rose to $114 billion in June from $102 billion in May, Mercer reports.
Pensions
Half of DB Sponsors Plan to Stay in the ‘Pension Ecosystem’
As funding levels have improved, corporate finance officials are looking instead at plan design and risk management options, Mercer research found.
Corporate Moves
Mercer, Mizuho Will Partner on OCIO Offerings in Japan
Under the bank’s Asset Management One subsidiary, the duo will offer outsourced CIO services to institutional clients.
Market Moves
Rising Discount Rates Drove Down Pension Liabilities in April
Corporate pension funding levels rebounded in April despite equity market volatility.
Asset Allocation
Market Volatility, Litigation Slow PRT Deal Flow
Solutions could include consideration of plan design and lifetime income options for plan sponsors and participants.
Pensions
Corporate Pension Funding Ratios Continued to Decline in March
Equity markets extended their fall, outpacing the decline in the value of plan liabilities.
Alternatives
Investors Move More Into Alts Following Stock Surge
Illiquid asset classes are among those viewed as stable amid growing uncertainty about the U.S. economy and global public markets.
Corporate Moves
Mercer to Acquire Investment Consultant SECOR Asset Management
The transaction is expected to close in the second quarter of 2025.
Pensions
Corporate Pensions Continue Funding Surplus Rise in January
Strong markets, steady discount rates push funded status higher and higher.
Pensions
November Sees Another Gain in Corporate Pension Funded Status
If December can keep up the relatively strong results this year, defined benefit plan funded status may finish in the black for 2024.