Defined Benefit Investment Strategy
What is Defined Benefit Investment Strategy?
Our defined benefit investment consultants provide portfolio management, alternatives consulting, manager research and investment policy services. We partner with clients to identify investment solutions that balance risk and reward throughout the life cycle of a defined benefit plan.
What are the Advantages of Defined Benefit Investment Strategy?
Market volatility, limited resources and external service demands are challenging institutional decision-makers. Investment advisory consultants work with clients to help ease plan implementation, diversify investments and manage assets.
Defined benefit investment strategy can also potentially provide:
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Reduced Fees
By leveraging the scale of our assets under management, clients can access investment managers at institutional pricing, potentially reducing costs.
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Reduced Risk
Investment advisors assess risks and develop the appropriate risk mitigation and transfer solutions.
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Tailored Solutions
Each investment program is customized according to your organization’s financial and risk management needs.
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Diverse Opportunities
Our cutsourced chief investment cfficer delegated management services give you access to alternative asset classes and innovative strategies.
Report
2023/24 Global Pension Risk Surveys
The 2023/24 Aon DB Global Pension Risk Surveys findings represent the views of those managing defined benefit pension schemes. The survey looks at the different risks that pension funds are facing, including long-term targets, managing benefits and liabilities, investment strategy and local hot topics by country.
How Aon Can Help
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Outsourced Chief Investment Officer
An outsourced chief investment officer (OCIO) is a resource for organizations that can take on accountability and fiduciary responsibility for an asset pool, including strategic investment decisions.
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Alternative Investments
Alternative investments make up a broad spectrum of asset classes and strategies. They can include private equity, venture capital, hedge funds, and real estate.
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Real Assets
The Townsend Group, an Aon company, is a global team of practitioners in real assets and private equity that secures prime deals from top managers. The group creates opportunities by drawing upon a worldwide, multimanager investment platform exclusively focused on real assets.
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Operational Due Diligence*
Aon's proprietary solution, ODD IQ, comprehensively reviews how an asset management firm is run. It helps investors identify and quantify operational risks to make informed, consistent decisions, enhancing their qualitative evaluations.
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Last Mile Services
Aon can help a plan sponsor with the final, and often most critical, part of a defined benefit plan's life cycle, which is the ultimate settlement of the plan. The multi-year process of plan settlement requires bringing together actuarial, investments, hedging and transition management experience.
* Operational due diligence is provided by Aon’s Operational Risk Solutions and Analytics Group, which is an independent entity from Aon Investments USA Inc. Investment advice is provided by Aon Investments USA Inc.
Disclaimer: There is no guarantee that the results or savings shown will be achieved if you should select AIUSA and/or its affiliated entities to provide services to you. Diversification does not ensure profit nor does it protect against loss of principal. Diversification among investment options and asset classes may help to reduce overall volatility.
Product / Service
OCIO Services
Article
Preparing for Pension Plan Termination?
Key Investment Considerations for the Final 24 Months
The final stretch before pension plan termination is complex and high-stakes. A strong grasp of liability shifts, tailored investment strategies, and expertise in annuity provider selection are essential to minimize risks to seek a smooth, cost-effective transition.
Investment advice and consulting services provided by Aon Investments USA Inc. (“AIUSA”). The information contained herein is given as of the date hereof and does not purport to give information as of any other date. The delivery at any time shall not, under any circumstances, create any implication that there has been a change in the information set forth herein since the date hereof or any obligation to update or provide amendments hereto.
The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Information contained herein is for informational purposes only and should not be considered investment advice.
This document is not intended to provide, and shall not be relied upon for, accounting, legal or tax advice or investment recommendations. Any accounting, legal, or taxation position described in this presentation is a general statement and shall only be used as a guide. It does not constitute accounting, legal, and tax advice and is based on AIUSA’s understanding of current laws and interpretation.
This document is intended for general information purposes only and should not be construed as advice or opinions on any specific facts or circumstances. The comments in this summary are based upon AIUSA’s preliminary analysis of publicly available information. The content of this document is made available on an “as is” basis, without warranty of any kind. AIUSA disclaims any legal liability to any person or organization for loss or damage caused by or resulting from any reliance placed on that content. AIUSA. reserves all rights to the content of this document. No part of this document may be reproduced, stored, or transmitted by any means without the express written consent of AIUSA.
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