August 2022


Global Pension Fund Consolidation and Mergers

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Consolidation in the pension sector is a trend that has been playing out in countries around the world.

However, a merger event presents a multitude of risks and challenges, including key investment lifecycle considerations such as asset allocation and external manager allocation or evaluation.

From our experience in helping asset owners around the world who embark on mergers of funds, we know that laying out the right foundational steps and selecting the right partner is paramount to a merger’s success.

In this paper we highlight some of the key factors and considerations that can help funds to achieve a smooth transition of assets, and future-proof a robust operating model and associated investment infrastructure.

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