Pension Evolution Retirement and Investment Video Series 

Retirement and investment video series

At Mercer, we understand that, for your employees, wealth and wellbeing go hand in hand. Whether you have a defined benefit or defined contribution plan, the right balance of investment strategy and governance can lead to greater long-term stability—and may even lower your costs.

In these short videos, Mercer experts share perspectives and insights to help guide your efforts.

Are you missing opportunities in private markets?

There has been a dramatic evolution in private markets in recent years, with a significant growth in asset classes like private equity and real assets, including real estate, infrastructure and impact-focused investments. Our new video outlines the opportunities present in private markets today. 

Alternative investments: Opportunities in private debt

Today’s private debt market is growing and changing fast, expanding the opportunity set available for institutional investors. This has driven both increased competition and complexity.

Alternative investments: Is it too late to allocate?

Why are more institutional investors exploring opportunities in alternative investments? Our video explains why you should consider alternative investments for your investment portfolio. 

Alternative investments: Key considerations for your allocation

Alternative investments have become a key component of institutional investment portfolios. Should you consider including them in your own?

Building resilience: Investment initiatives for Canadian endowments & foundations

These are challenging times for endowments and foundations (E&Fs) across Canada. To position themselves for success, Canadian E&Fs should focus on three key areas.

Integrating ESG into your defined benefit plan

Environmental, social and governance (ESG) considerations are no longer a nice-to-have. They’re now top of mind for defined benefit (DB) plan sponsors across Canada.

Challenges defined benefit plan sponsors face in 2023

2023 has been a year of market volatility, persistent inflation, bank failures and geopolitical tensions. These obstacles pose challenges for defined benefit (DB) plan sponsors.

Defined benefit financial opportunities

Is your DB plan capitalizing on market opportunities? Watch this short video and discover ways you can help your organization mobilize to take the appropriate actions to meet your objectives.

Sustainable investing for DC plans

Watch this video to learn about three approaches to incorporate sustainable investments in defined contribution plans – and learn which one is right for you.

Private markets

Watch this short video – discover ways institutional investors of all sizes can take advantage of investment opportunities in private markets.

Defined contribution diagnostic

Watch this short video – get your workplace defined contribution and savings plans on solid ground.

Sustainable investment: climate change

Incorporating ESG and climate change into investment decision-making is much more than a trend. Mercer’s global sustainable investment team offers data-driven insights to support your transition to a low-carbon portfolio—while maintaining your investment objectives.

Defined benefit plans: reviews are in

Help lower plan liabilities and avoid unexpected risk with regular assumption reviews for defined benefit pension plans.

Identifying opportunities for your DB plan

Despite the uncertainties of the pandemic, many pension plans are in stronger financial positions. With favourable market conditions, this is a great time to lock in these improved positions, reduce costs, and shore up long-term stability.

Which governance model is optimal? 

Managing a defined contribution retirement savings plan is time-consuming work, requiring expertise and a focus on best practices. This video compares governance models—fully delegated, advisory-led and a hybrid model—to help you choose one that’s right for you and your employees.

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