Inside MERS Investments

MERS of Michigan
  • 5.0 (11)
  • INVESTING

An inside look at MERS investments with Chief Investment Officer, Jeb Burns, exploring market performance, future forecasts, and how MERS’ strategy is adjusting to meet the long-range goals of providing stable funding for multi-billion dollar pension fund.

Episodes

  1. 11/20/2025

    2025 Q3 Review and Lookahead

    (Recorded 10/22/2025) A brief review of market performance of the MERS Defined Benefit Portfolio. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com/podcast for the podcast show notes.

    10 min

  2. 09/17/2025

    2025 Q2 Review and Look Ahead

    (Recorded 08/19/2025) A brief review of market performance of the MERS Defined Benefit Portfolio. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com/podcast for the podcast show notes.

    14 min

  3. 05/13/2025

    2025 Q1 Review and Look Ahead

    (Recorded 04/22/2025) A brief review of market performance of the MERS Defined Benefit Portfolio. Other topics include Benchmarks, diversification, asset allocation, market volatility and recession? Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com/podcast for the podcast show notes.

    17 min

  4. 02/10/2025

    2024 in Review and a Look at 2025

    (Recorded 02/4/2025) A 2024 review of market performance of the MERS Defined Benefit Portfolio. Benchmarks, Diversification, and a look at 2025. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com/podcast for the podcast show notes.

    17 min

  5. 12/05/2024

    2024 Q3 Review and Look Ahead

    (Recorded 11/13/2024) A brief review of market performance of the MERS Defined Benefit Portfolio in the first quarter of 2024. We also discuss asset classes, inflation, impact of the election, and the importance of diversification. Email questions to InsideMERSInvestments@mersofmich.com. Visit www.mersofmich.com for more investment information.

    15 min

  6. 09/04/2024

    How the Upcoming Elections may Impact Financial Markets

    (Recorded 08/07/2024) If uncertainty breeds market volatility, what should investors expect in a Presidential election year? MERS Chief Investment Officer Jeb Burns puts this and other questions to Louis-Vincent Gave, Founding Partner and Chief Executive Officer of Gavekal is a financial services company headquartered in Hong Kong. Mr. Gave gives his thoughts on the market impact of our upcoming elections, as well as some of the long-term trends he sees affecting global markets.

    36 min

  7. 06/21/2024

    Your AAV and the Effect of 2023 Investment Performance on Employer Contributions

    (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.

    13 min

  8. 05/03/2024

    2024 Q1 Review and Look Ahead

    (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.

    16 min

  9. 02/29/2024

    2023 Year Review and Look Ahead

    (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.

    30 min

  10. 12/04/2023

    2023 Q3 Review and Look Ahead

    (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.

    18 min

  11. 08/10/2023

    2023 Q2 Review and Look Ahead

    (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.

    16 min

  12. 05/22/2023

    2023 Q1 Review and Look Ahead

    (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.

    14 min
  • 12 Episodes

Ratings & Reviews

5
out of 5
11 Ratings

About

An inside look at MERS investments with Chief Investment Officer, Jeb Burns, exploring market performance, future forecasts, and how MERS’ strategy is adjusting to meet the long-range goals of providing stable funding for multi-billion dollar pension fund.

Information

  • Creator
    MERS of Michigan
  • Years Active
    2022 - 2025
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © Copyright 2022 All rights reserved.
  • Show Website
    Inside MERS Investments