Liquidity Budget Framework - Mercer New Zealand

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.

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 Download Liquidity Budgeting Framework Paper
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