About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "merrill lynch"

Surveys listed in reverse order of publication date

Results 1-15 of 31. Go to page: 1  2  3  
Jump to : Mar 2017  May 2013  Aug 2011  Jan 2011  Jul 2010  Jan 2007  May 2006  Mar 2005  Feb 2005  Dec 2004  Nov 2004  Sep 2004  Jul 2004  May 2004  Apr 2004  Oct 2003  Aug 2003  Jul 2003  Jun 2003  May 2003  Apr 2003  Mar 2003  Feb 2003  Jan 2003  Dec 2002  Nov 2002  Oct 2002

Finances in Retirement: New Challenges, New Solutions
Finances in Retirement: New Challenges, New Solutions
Merrill Lynch
Mar 2017 United States Pensioners & Retirement, Longevity, Countries - US
A new study from Merrill Lynch, in association with Age Wave, has revealed that retirement is the biggest lifetime expense. With increasing life expectancy, many will have to fund longer retirements, yet most are not saving enough to meet their goals. The figures show that 81% of Americans say they do not know how much money they'll need in retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9E1033D8    
 
Americans' Perspectives on New Retirement Realities and the Longevity Bonus
A 2013 Merrill Lynch Retirement Study
Merrill Lynch
May 2013 United States Pensioners & Retirement, Longevity, Countries - US
A study by Merrill Lynch, in partnership with Age Wave, has found that 57% of Americans aged over 45 consider retirement a whole new chapter in life. Many view it as an opportunity for career reinvention, with 51% of pre-retirees who plan to work in retirement indicating they want to launch into a different line of work altogether. The study found that retirement has been redefined - with people expecting to live and often work longer than any preceding generation and taking different approaches to preparing for and living their life during these years.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2D7929D8   Click here to contact the authors.
 
Merrill Lynch Affluent Insights Survey
Merrill Lynch Affluent Insights Survey
Merrill Lynch
Aug 2011 United States Savings, Investment - General, Countries - US
Bank of America has released results from the Merrill Lynch Affluent Insights Survey, which looks into the financial concerns of affluent Americans. The report reveals that 75% of respondents are saving for retirement as though they will not receive an inheritance.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B86257FF   Click here to contact the authors.
 
Merrill Lynch Affluent Insights Quarterly
Merrill Lynch Affluent Insights Quarterly
Merrill Lynch
31 Jan 2011 United States Pensioners & Retirement, Investment - General, Countries - US
Bank of America has announced findings from the latest Merrill Lynch Affluent Insights Quarterly - a survey of the values, financial priorities and concerns of affluent Americans. The survey considers a range of opportunities and concerns linked to retirement and includes information on gender differences in retirement lifestyle aspirations, the investment tendencies of affluent Americans and the role of financial advisers and employers in retirement success.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9A58703F   Click here to contact the authors.
 
Merrill Lynch Affluent Insights Quarterly
Merrill Lynch Affluent Insights Quarterly
Merrill Lynch
28 Jul 2010 United States Investment - General, Countries - US
Bank of America has announced findings from the latest Merrill Lynch Affluent Insights Quarterly, a survey of the values, financial priorities and concerns of affluent Americans. This survey explored affluent employees’ company loyalty, their reliance on employer-sponsored retirement vehicles when preparing for the future and desire for greater financial advice and guidance in the workplace. According to the survey, other than compensation and promotions, retirement benefits are the next greatest factor keeping affluent employees loyal to a company (60%), significantly more so than even having a good boss (45%), a convenient commute (31%) or the option of flexitime (30%).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1E554174   Click here to contact the authors.
 
Fund Managers Urge Corporates to Increase Shareholder Payouts
Corporate pension funds may be at risk
Merrill Lynch
17 Jan 2007 Europe (including EU) Payment of Pensions, Investment - General, European Union members
A Merrill Lynch survey has warned that corporate pension funds may be at risk as fund managers encourage companies to increase shareholder payouts. Investors are sending a message to corporates to prioritise their cash flow to return cash to shareholders via share buybacks, dividends or cash acquisitions, according to Merrill Lynch's Survey of Fund Managers for January 2007.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B9360613   Click here to contact the authors.
 
Retirement study reveals Americans and their employers don’t see eye to eye
Neither individuals nor employers are well prepared for the "New Retirement"
Merrill Lynch
18 May 2006 United States Savings, Pension Reform, Industry Bodies (excl. Regulatory Bodies)
The Merrill Lynch New Retirement Study - which surveyed both individuals and employers - has revealed that while many people are actually working in retirement or have taken steps for a new retirement career, most employers are not on track to prepare for this phenomenon. The ideal retirement for 71% of adults surveyed is to work in some capacity.Almost half of all adults who do plan to work during retirement, do not plan to ever stop working completely. Among those who expect to work in retirement and eventually stop, the average tenure of their “retirement career” is over nine years and the average age at which they stop working completely is over 70.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

723317B9   Click here to contact the authors.
 
Pro-Cyclical Stance Unsupported by Macro View
Survey of Global Fund Managers for March
Merrill Lynch
15 Mar 2005 WORLDWIDE Investment - Management
According to Merrill Lynch's Survey of Global Fund Managers for March, fund managers' asset allocation, regional allocation and sector allocation is now decisively pro-cyclical. Despite being positioned for upside growth surprises, however, their macro assumptions for earnings and GDP growth have barely improved in recent months.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

822891BB   Click here to contact the authors.
 
The New Retirement Survey
How baby boomers envision their retirement
Merrill Lynch
Feb 2005 United States Savings
This research builds upon conventional wisdom that boomers are not interested in pursuing a traditional retirement of leisure. The majority of boomers relate they plan to keep working and earning in retirement but will do so by cycling between periods of work and leisure, thus creating a new model of retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BF285066   Click here to contact the authors.
 
Survey of Global Fund Managers - February, 2005
Views of investment managers globally
Merrill Lynch
Feb 2005 WORLDWIDE Investment - General
According to this research, more than a quarter of global asset allocators have an equity weighting in their mixed portfolios of at least 65%. The average equity investment in a balanced fund now stands at 55%, which is the highest level since April 2004. With bonds as disliked as ever, asset allocators have used the above normal cash balances seen in the third quarter of last year to buy equities. Only a net 6% of fund managers now describe their cash positions as overweight and the average cash balance held in portfolios has fallen to below 4%. Further confirmation of equity bullishness comes in the response to a new question this month: a net 40% of asset allocators believe equities will outperform residential house prices over the next year

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

522832DF   Click here to contact the authors.
 
Survey of Global Fund Managers - December, 2004
Views of investment managers globally
Merrill Lynch
Dec 2004
Global asset allocators expect 2005 to be another year in which equities outperform bondss. This research shows that a net 49% of asset allocators expect equities to be the best performing asset class while a net 38% believe bonds will be the worst. Even cash is deemed to have brighter prospects than bonds over the next 12 months.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8227276E   Click here to contact the authors.
 
Understand your investing personality
Investment mistakes of investors and their related attitudes, beliefs and behaviours
Merrill Lynch
Nov 2004 United States Investment - General
This nationwide telephone poll examined the investment mistakes of 1,000 investors and their related attitudes, beliefs and behaviours. The results show that personality has a major influence on behaviour as an investor.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3E2673CC    
 
Survey of Global Fund Managers - November, 2004
Views of investment managers globally
Merrill Lynch
Sep 2004 WORLDWIDE Investment - Management
This snapshot of fund manager sentiment following the US election suggests equities could benefit from the end of pre-election uncertainty. The survey of Global Fund Managers for November shows an improvement in risk appetite against a backdrop of plentiful liquidity and a marked preference for equities rather than bonds.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E72676E5   Click here to contact the authors.
 
Survey of Global Fund Managers - September, 2004
Views of investment managers globally
Merrill Lynch
Sep 2004 WORLDWIDE Investment - Management
According to this research, fund managers around the world have adopted a holding pattern ahead of the US presidential election, with the majority still reluctant to change their largely cautious stance on global growth and profits.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

94258179   Click here to contact the authors.
 
Fund Manager Survey - July, 2004
Views and opinions of asset managers
Merrill Lynch
Jul 2004 WORLDWIDE Investment - Management
According to this survey, fund managers around the world are increasingly concerned by the weakness of the global economy and doubtful of corporate profit growth, though their fears about inflation have diminished somewhat.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5E2445EC   Click here to contact the authors.
 

Results 1-15 of 31. Go to page: 1  2  3  
Jump to : Mar 2017  May 2013  Aug 2011  Jan 2011  Jul 2010  Jan 2007  May 2006  Mar 2005  Feb 2005  Dec 2004  Nov 2004  Sep 2004  Jul 2004  May 2004  Apr 2004  Oct 2003  Aug 2003  Jul 2003  Jun 2003  May 2003  Apr 2003  Mar 2003  Feb 2003  Jan 2003  Dec 2002  Nov 2002  Oct 2002