Liquidity Budget Framework - Mercer Australia

Liquidity Budget Framework - Mercer Australia

Not-For-Profits Perspectives

Liquidity Budgeting Framework

We have developed a Liquidity Budgeting Framework to assist institutional investors with a fundamental assessment of their own liquidity requirements. Once such a first-principles review has been carried out, an appropriate liquidity budget can be quantified and documented. This framework allows investors to integrate their liquidity requirements into the SAA-setting process and facilitates the management and monitoring of their investment portfolio's liquidity characteristics over time.

In this paper, we summarise Mercer's views on the illiquidity premium, revisit the case for investing in illiquid asset classes, and provide a high-level overview of Mercer's Liquidity Budgeting Framework.

 Download Liquidity Budgeting Framework Paper
Please provide your details below, and we will email you a link to the report.
*Required Fields
First name is required
Last name is required
Role is required
Email is required Email is invalid
Company name is required
Country is required

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.



There are some errors processing this form. Please check the fields and try again.

Thank you for downloading our Liquidity Budgeting Framework paper