Funding Strategy & Investment Strategy
If you offer defined benefit (DB) plans, you know that funding and investment strategies are interlinked, which means an integrated approach is key to achieving a successful outcome. Our strategic funding and investment advice act together to address your specific challenges and help you manage DB risks at the individual plan, country and global levels.
We review funding strategy at a group-wide, global level to ensure you adopt a consistent and coordinated strategy, making best use of available funds. By drawing on our local actuaries as necessary, we ensure you get in-depth, expert advice on your plans from a single source.
Our expert team provides coordinated, group-wide advice on investment strategy backing your DB obligations and have local investment specialists on call for plan- and country-specific considerations. Our global view allows the identification and mitigation of group-wide investment risks, and our investment teams undertake manager and fund analysis, as well as asset risk and lifestyle modelling in several markets around the world.
For our clients with defined contribution (DC) plans, a key focus is enabling plan members to get the most out of their retirement savings. We work with employers and plan trustees to set appropriate investment strategies and options to meet plan members’ retirement savings needs and can help put in place robust monitoring and performance reporting.