Poll Results: The Top 10 Priorities for North-American DB Plan Sponsors in 2012
When asked to identify top investment priorities and challenges, controlling funded-status volatility and improving a plan's funded status, like years past, remain at the top for plan sponsors in 2012. A few interesting priorities to note are:
• Managing pension duration moving forward
• Conduct an asset-liability study
• Changing funding policies and timelines
• Increasing allocations to alternatives investments
A notable addition to the list this year was the desire among plan sponsors to take advantage of short term inefficiencies. Having an investment process in place, such as outsourcing a portion of the portfolio to an external manager or a manager of managers can help.
SEI Can Help
Limited resources and time constraints have led many plan sponsors to outsource a portion of their portfolio to an external manager. Outsourcing allows the investment committee to focus its time and attention on more strategic investment and organizational finance decisions.
See how SEI can help your organization manage its priorities with a solution for:
Defined Benefit Plans