Inside MERS Investments MERS of Michigan

(Recorded 06/06/2024) In 2023, the MERS Defined Benefit (DB) Portfolio significantly outperformed our actuarial assumed rate of return. We discuss how, based on this performance, a portion of the excess gains were used to lower the assumed rate of return reflected in your most recent Annual Actuarial Valuation (AAV) and the effect this will have on employer contributions. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information.

(Recorded 04/17/2024) A brief review of market performance of the MERS Defined Benefit Portfolio in the first quarter of 2024. We also discuss asset classes, allocation, and the importance of diversification. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information.

(Recorded 02/07/2023) Review market performance of the MERS Defined Benefit Portfolio in the 4th quarter of 2023. We then focus this episode on reviewing asset allocation and governance. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information. 

(Recorded 11/02/2023) A brief review of market performance of the MERS Defined Benefit Portfolio in the third quarter of 2023. We focus this episode on market volatility and how MERS’s performance is impacted by overall market forces, how we strategize for “down” markets and economic uncertainty, and where that has positioned us at this point. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information.

(Recorded 08/02/2023) A brief review of market performance of the MERS Defined Benefit Portfolio in the second quarter of 2023. We focus this episode on MERS’ performance, inflation and the impacts on private markets. Special Guest Ed Mikolay, MERS Director of Private Markets, joins us.

(Recorded 05/11/2023) A brief review of market performance of the MERS Defined Benefit Portfolio in the first quarter of 2023. We focus this episode on market volatility and how MERS’s performance is impacted by overall market forces, how we strategize for “down” markets and economic uncertainty, and where that has positioned us at this point. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information.