Institutional investors

Can a defined benefit plan provide a competitive edge? February 2008 Don Ezra Director, Investment Stragegy George Oberhofer Senior Practice Consultant Periodically the world seems to revive its interest in looking at a DB plan in the context of an operation that affects its sponsor's financial position. This paper explores three aspects of that operation:   How can one measure the size of the operation? In what ways can it be made a source of competitive financial advantage to a sponsoring company? How would traditional corporate financial metrics be affected if those ways are pursued? Don Ezra and George Oberhofer explore whether the DB plan, considered purely as a financial operation, can be made into a source of competitive advantage. Request this research A note about our research Our proprietary research is made available to our institutional clients, and many of these published papers are available to other institutional investors as well. If you are not a Russell client, but are an institutional investor, we welcome you to request this research piece. We only require your contact information on a short request form. For more information about our research, please contact David or Gerry:     West Coast David Rothenberg Managing Director 866-926-5934 East Coast Gerry Lillis Director 866-459-4128 USIRC4400			Related information Request this research Defined benefit plans Printer friendly version of this page