Retirement and Investments

Retirement Consulting

Mercer is the global leader in providing advice and solutions for the full range of issues that affect companies' retirement plans. We design defined benefit, defined contribution and hybrid plans and help clients manage related financial and other risks. We also offer consulting on the governance of retirement plans in an environment where increased fiduciary responsibility is expected from plan sponsors and trustees. This work is performed in the context of our clients' overall workforce planning strategies so clients may reach their financial goals and ensure that employees value their retirement benefits.

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Investment Consulting

Mercer is a leading global provider of investment consulting services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.

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Investment Management

Mercer's dedicated investment management business provides comprehensive investment solutions utilizing a multi-manager investment philosophy. Leveraging Mercer's globally renowned heritage in consulting and world-class manager research, complemented by our own asset management and portfolio construction techniques, Mercer's investment management business creates and delivers holistic and innovative investment strategies and solutions. These include "one-stop" investment advisory and asset management solutions for a full range of plan sponsors, innovative bundled services for frozen defined benefit plans utilizing our expertise in liability driven investment and actuarial techniques, and creative personal wealth solutions. Solutions are delivered worldwide to multinationals and local investors via Mercer's presence in multiple geographies and a globally consistent investment platform.

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Case Study

Managing the retirement program to facilitate global expansion

A large US-based global chemical company wanted to expand its presence into Asia Pacific and Eastern Europe to generate profitable growth. Some of this expansion would involve adding capacity to existing product lines, but much of it would be focused on developing new product lines, representing a horizontal integration strategy for the company. To accomplish this, considerable local country hiring would be needed, but the company also wanted to transfer mid-career US and UK engineers and key managers. Financially, the expansion would require considerable borrowing, and because the company’s pension plan was considerably underfunded, the company was worried about what any new debt would do to its credit rating. So it turned to Mercer for help.

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