advertisement

Introduction to Delegated Solutions

100 %
0 %
advertisement
Information about Introduction to Delegated Solutions
Finance

Published on February 27, 2014

Author: Mercer_Investments

Source: slideshare.net

advertisement

Introduction to Delegated Solutions January 2014

There are multiple drivers underpinning the growth of Fiduciary Management DB Freeze Defined Benefit Loss of Key Staff Defined Contribution Increasing Regulation Increasing investment complexity Delegate / Outsource Endowments & Foundations Wealth Management B-B-C Speed of Execution Niche Asset Classes (eg. alternatives) Cost Control There is approximately $250bn in delegated programs in the US today. By the end of 2016, this number is expected to grow to $500bn MERCER February 27, 2014 2

Fiduciary role and responsibilities Traditional model versus Mercer’s Delegated Solutions Advisory Model Client Potential with Mercer’s Delegated Solutions Client Mercer Strategy Development Define objectives Strategic asset allocation1 Asset/liability analysis Portfolio structuring1 Implementation Manager selection Manager transition Draft investment guidelines1 Glide Path implementation Funded status trigger execution Ongoing Monitoring/Evaluation Performance reporting Cash flow management Manager compliance Proactive decisions 1 Information provided by Mercer, client makes decision and adopts policy MERCER February 27, 2014 3

How do clients benefit from delegated solutions YOUR BENEFITS Improved Governance Structure • Proactive, timely decision-making • Quicker response and action, fewer missed opportunities More Efficient Use of Resources • Focus on high-impact, strategic decisions • Delegate day-to-day, time consuming aspects of oversight role Transfer Fiduciary Responsibility • Team of experts accountable for results • Full-time, real-time oversight of portfolio Economies of Scale • Access Mercer’s global buying power • Our fee leverage sometimes pays our fee Potentially Better Results • Potential to improve the client’s risk / reward trade-off • Potential to improve funding level / reduce volatility, improve member outcome, more stable spending policy MERCER February 27, 2014 4

Add a comment

Related presentations

Les changements sur le marché du distressed aux Etats-Unis et en Europe

Main Sections of the Report 1) Nifty Technical View 2) 4 Large Cap Trade Ide...

This presentation consits the yearly results of Kinepolis Group

Related pages

Introduction to DC Delegated Solutions - Vimeo

An introduction to Delegated DC - Liana Magner U.S. Delegated DC Leader Mercer. from Mercer Investments PRO . 2 years ago.
Read more

DELEGATED SOLUTIONS – IMPORTANT INFORMATION

Page | 1 DELEGATED SOLUTIONS INTRODUCTION Mercer is a global consulting leader in talent, health, retirement, and investments. We help clients around
Read more

Delegated Solutions - Mercer

Mercer’s delegated solutions combines customized strategic ... Delegated investment services address these ... Introduction to DC Delegated Solutions
Read more

Introduction to Delegated Pension Manager - Reinsurance

Introduction to Delegated Pension Manager Overcoming Current Challenges Facing Defined Benefit Plans ... We provide independent, innovative solutions
Read more

Introduction to Delegated Authorities

INTRODUCTION TO DELEGATED AUTHORITIES ... delegated underwriting and claims authorities together with the problems that may arise and potential solutions.
Read more

Key Features and Benefits of Delegated Solutions - Mercer

Key features and benefits of delegated solutions. First Name: Last Name: Email Address: Company Name: Job Title: Country: ...
Read more

Introduction to Replication - psonlinehelp.equallogic.com

Introduction to Replication. There are many disaster recovery solutions available today. They must protect against not only day-to-day mistakes, such as ...
Read more