Peita Laufer on LinkedIn: Lifting the lid on lift outs: Governance considerations around lift out… (2024)

In our latest installment of Critical Thinking, Rich Nuzum, Global Chief Investment Strategist, shares his perspective on governance considerations around lift out transactions. After a decade of experiencing the realization of reinvestment risk due to the impact of historically low interest rates on the estimated net present value of their liabilities, many defined benefit (DB) pension plans now find themselves, relatively suddenly, in an unexpected surplus position due to the extremely rapid increase in rates since 2022 – with the opportunity to lock in risk transfer deals given their newly strong funded status position.To be clear, we are seeing lift outs for other types of asset owners, including insurers, endowments and foundations, and family offices, driven by governance and cost considerations that echo those in the DB segment. However, the trend seems strongest in DB given the recent run up in funded status and associated derisking of strategic asset allocations.#investing #DefinedBenefits #governance

[PODCAST] Macro shifts over recent years have reinforced the need for insurers to build both robustness and agility into portfolios. Our Mercer and Oliver Wyman 2024 Global Insurance Investment Survey highlighted the steps that insurers are taking to capture yield and counter ongoing market volatility — supporting the primary business while also positioning firms to respond to and capitalize on evolving market risks and opportunities. Hear our team unpack the key findings from the survey in the latest episode of Critical Thinking.Listen here. #podcast #insurance #investing #risks

As unprecedented concentration persists within the US equity markets and the "Magnificent Seven", concerns around technology valuations endure.Speaking to Bloomberg TV’s, The China Show, Niall O'Sullivan, Global Solutions Chief Investment Officer at Mercer, reflected on the wider impact of AI, particularly across the asset management industry, where numerous applications are already reshaping data processing and analysis capabilities across the sector.Discover more of our latest investment insights, innovations and ideas: bit.ly/4fdUiFt #investing #investment #AI

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📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors

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What are the most expensive cities for international workers in 2024? According to our latest research, Hong Kong, Singapore and Zurich were ranked as the most expensive. Discover which cities made the list of top ten and how factors like housing and transportation contributed to the rankings in CNBC.

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Investors are often drawn to private markets investments due to the potential for higher returns and diversification. However the higher, often uncorrelated returns on offer come at a cost – investors must be willing to pay the “illiquidity premium” in order to reap the rewards.With this in mind, it’s important to take a medium to long-term view when allocating to private markets. Learn more about how to approach your private market portfolio here: https://rb.gy/4lj77l#PrivateMarkets #investing #investment

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At the closing of our Marsh McLennan Rising Professionals Forum and Gala last night, CEO John Doyle shared insights on leadership and the challenges and opportunities on the horizon for the insurance industry. Thanks to the 800+ rising professionals who joined us for two days of inspiring conversation as we look to build the next generation of insurance industry leaders. #MMRP2024 #insurance #leadership #talent #risk

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We’re thrilled to announce that Dr. Garrett Reisman, world renowned astronaut, Professor of Astronautical Engineering at USC, and Senior Advisor at SpaceX, will be joining us live on stage as a keynote speaker. Dr. Reisman will take us on a journey through his space missions, sharing insights from onboard the Endeavour and Atlantis space shuttles, as well as his time on the International Space Station. 🎉 Register now to secure your spot at the forum.

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