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January 08, 2007 12:00 AM

Divining the future of DB plans

P&I and Oxford University join forces for industry survey

Beatrix Payne
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    Survey from P&I and Oxford University:Click HERE to take the survey on the future of defined benefit plans worldwide ...
    OXFORD, England — Pensions & Investments and Oxford University have launched a groundbreaking survey on the future of defined benefit plans around the world.

    P&I readers can give their views on the following issues, among others:

    • Whether defined benefit plans will still be open to new members in 20 years;

    • If sponsors of plans with deficits will struggle to compete in a global economy;

    • How much influence plan sponsors have over asset allocation; and

    • Whether mature DB plans should invest mainly in bonds.

    The survey is being conducted by Gordon Clark, a professor at Oxford, who seeks to discover the points of agreement and disagreement among different groups of professionals — pension executives and plan trustees, as well as investment service providers such as money managers and consultants.

    "It will be almost impossible to create a long-term solution to the current problems unless we understand what has gone wrong," said Mr. Clark.

    Earlier research by Mr. Clark and Ashby Monk, a doctoral candidate at Oxford, showed a lack of consensus among service providers, plan executives and trustees about defined benefit plan problems and solutions. In fact, Mr. Clark said, professionals in the same industry — such as consultants — can't even agree on the root causes of current liability management difficulties.

    The P&I/Oxford survey was born from a questionnaire issued last May to around 50 pension experts attending a conference in Oxford, that was sponsored by Oxford University; Harvard University, Cambridge, Mass.; and the Lupina Foundation, Toronto, which funds research on health and society issues.

    Much disagreement

    Mr. Clark said he was surprised at the level of disagreement among the 50 experts over what had gone wrong, such as why so many sponsors of corporate defined benefit plans were struggling to meet liabilities, as well as over ways to remedy problems. That's why Mr. Clark decided to enlist P&I's assistance in hopes of enlarging the universe of survey respondents, and seeking input from as many industry participants as possible.

    The P&I/Oxford survey is using the questionnaire from the May conference, although it has been tweaked somewhat to improve the profile of respondents, said Mr. Monk.

    All responses will be anonymous.

    P&I readers can visit the website https://surveys.ehr.com/oxfordsurvey/pi and complete the 25-question survey. Respondents will be asked to measure the extent to which they agree with a particular statement. The survey should take no more than 15 minutes to complete, said Mr. Clark.

    The online survey will end Jan. 19. Messrs. Clark and Monk will compile and analyze the results for a P&I story planned for Feb. 19, and for an academic paper they will write.

    "For the sake of the DB industry, it is in the interests of the players to participate in this survey," Mr. Clark said.

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    • ETFs
      • Latest ETF News
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      • Actively Managed
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    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
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      • P&I Research Center
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      • View All Conferences
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