2006 Fearless Forecast: What do investment managers think about responsible investment?
27 September 2006 - Jane AmbachtsheerIn a recent survey of 157 investment management firms from around the world (managing assets in excess of US$20 trillion), respondents were asked to share their views on how environmental, social, and corporate governance (ESG) issues relate to...
2008 - Global - Investment manager search activity
5 May 2009Mercer's investment consulting business has released data on its global investment manager search activity for 2008. The report provides insight into institutional investment manager hiring patterns and trends across the world, and is based on...
2008 European asset allocation survey
4 April 2008Mercer's investment consulting business is proud to present our third pan-European survey, covering 1,104 funds with assets totalling €524 billion. Of which, are 849 UK pension funds with assets totalling €494 billion (£379 billion). In 2006, we...
2009 European asset allocation survey
21 April 2009Mercer is proud to present its 2009 asset allocation survey. This is our fourth pan-European survey, covering a representative sample of around 1,000 clients with assets of €400 billion. The figure represents a significant fall in assets from last...
2009 Mercer European Investment Forum - Save the date
29 July 2009Mercer's Investment Consulting business is pleased to announce our seventh European Investment Forum. This will be a one day conference attended by asset managers and Mercer staff only.
2009 Mercer investment consulting award wins
20 November 2009Mercer wins ‘Investment Consultant of the Year’ and ‘Investment Consultant: 10 years of excellence’ awards at the Global Pensions Awards 2009.
A Climate for Change: A trustee's guide to understanding and addressing climate risk
20 August 2005 - Jane AmbachtsheerA new guide states that it is consistent with fiduciary responsibility for trustees to address the financial risk posed by climate change in managing risk and maximising return across plan investments. The guide, written by Mercer Investment...
A new normal for total rewards
14 October 2009A reconsideration of the total rewards approach seems an appropriate strategy for 2010 financial planning and for the post-recession era. Indeed, what we call a “new normal” for rewards is on the horizon.
Adding value for clients – Mercer Health & Risk provider market surveys
13 May 2009United Kingdom - In order to monitor the administration standards of the most prominent private medical and group risk providers, Mercer conduct regular service level surveys, with the results being made available to Mercer clients.
Aegon coming out of the market
21 August 2009AEGON UK has withdrawn from the UK Group Risk marketplace and will no longer be accepting quotations for new business. If your group income protection or death in service benefits are currently insured with AEGON UK, Mercer can recommend action in...
Alternative Investments - Impact on risk/return profile of investor portfolios
3 November 2009In August 2009, Mercer published a paper titled "Improving and Regulating the Alternative Investments Industry". The paper was, in part, a response to the European Commission’s draft Directive on Alternative Investment Fund Managers (AIFM). In the...
An Update for the Timberland Market
20 July 2009 - Dragana TimotijevicJudging by the performance of the US NCREIF Timberland index , timberland assets have been one of the best performing investments over the last two years; the index delivered a 9.5% return in 2008 following a strong return of 18.8% in 2007.
Ancillary benefits: offering preferential rates and terms
1 October 2008 - Sarah BrownMercer has recently carried out a comprehensive market review of some ancillary benefits and has selected preferred providers in the UK, negotiating preferential rates, terms and conditions and packages.
Better data helps lower risk and cost
15 June 2009 - David EllisUK - Hands up if you are a trustee or pensions manager who knows precisely which benefits to pay to which beneficiaries. If your hand is raised, congratulations – but you are likely to be in a minority.
Building personal accounts - designing an investment approach
24 September 2009 - Simon PearseThe Personal Accounts Delivery Authority (PADA) discussion paper “Building personal accounts – designing an investment approach” provides a timely update on the defined contribution (DC) investment market along with an insight of where it could be...
Buy-in as part of risk management
15 June 2009 - Kevin McLaughlinThe thought process that often leads to considering a buy-in goes something like this: We have a pension scheme. It is a problem. We have invested a great deal of management time and resources trying to solve it and yet it is still a problem.
Buy-in prices: is now a good time to act?
31 July 2009 - David EllisMany trustees and employers have considered whether a bulk annuity buy-in would be a good investment. Many of the factors that affect annuity pricing indicate that annuity prices will increase into 2010. David Ellis investigates whether this means...
Careful talk saves money
15 October 2009 - David WrefordMost organisations believe they can increase both the efficiency and the effectiveness of their pay strategies by doing things a little differently. But unless these organisations take a highly targeted approach to the way they apportion the pay...
Cash and cash funds - A primer
14 January 2009 - Nick SykesThe term “cash funds” is often used to refer to investment in a wide spectrum of short- and medium-term investments. These funds try to generate higher returns by taking on credit and liquidity risk through investing in highly rated (but not always...
Changes to statutory money payment illustrations - further food for thought
21 July 2009 - Paul NiblettIn February the Board of Actuarial Standards proposed changes for producing Statutory Money Purchase Illustrations which exludes the contracting-out of rebates from 2012. Here we look at the implications of the final decisions, for employers /...
Customer loyalty programs: The new international accounting interpretation IFRIC 13
22 January 2009The International Accounting Standards Board (IASB) has recognized the need for guidance on valuing customer loyalty programs.
DC Connections - A collection of global perspectives
21 July 2009Welcome to the third edition of Mercer’s DC Connections. There’s no question that defined contribution (DC) retirement programs across the globe have been affected by the economic crisis. Plan members have seen their retirement assets dramatically...
Dealing with exchange rate and inflation – how to adjust
3 July 2009The aim of the home country “balance sheet” approach is to keep the employee’s purchasing and savings power whole. The way this is achieved will vary depending on the pay delivery model that a company may have and its impact on the two components of...
Default funds
13 November 2008 - Simon PearseResearch has shown an alarmingly high proportion of scheme managers do not know what investments makeup their default fund (14% did not know at all and 10% had only a basic knowledge). What hope then do scheme members have of understanding and...
Default funds - the future
16 April 2009From 2012 exempt schemes will need to offer a default fund and automatic opt-in. The size of total contributions invested in default funds will therefore increase and Trustees and Sponsors will be looking for new solutions to reduce their risks....