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Pension Design Consultancy

04-72-478
Closed
University of Windsor
University of Windsor
Windsor, Ontario, Canada
Rajeeva Sinha
Associate Professor
1
Timeline
  • January 4, 2018
    Experience start
  • January 19, 2018
    Project Scope Meeting
  • February 23, 2018
    Midway Check
  • March 30, 2018
    Final Draft Report
  • April 14, 2018
    Final Report
  • April 14, 2018
    Experience end
Experience
2 projects wanted
Dates set by experience
Preferred companies
Anywhere
Any, Large enterprise, Non profit, Small to medium enterprise, Social Enterprise
Pension organizations, Institutional investors, Pension advocacy associations
Categories
Skills
data anlysis investments qualitative research quantitative research strategy
Learner goals and capabilities

Student-consultant groups will apply analytical and empirical finance techniques to assist your organization and its stakeholders with the design, governance, and investment of pensions and their assets.

Learners
Undergraduate
Any level
50 learners
Project
50 hours per learner
Learners self-assign
Teams of 5
Expected outcomes and deliverables

Final deliverables include:

  • A comprehensive 2500 to 3500-page report identifying of the challenge, study methodology, data gathered, and the analytical and empirical basis for recommendations.
  • A mid-way and end-point presentation (virtual or in person) to your organization, detailing the process and findings of the project.
Project timeline
  • January 4, 2018
    Experience start
  • January 19, 2018
    Project Scope Meeting
  • February 23, 2018
    Midway Check
  • March 30, 2018
    Final Draft Report
  • April 14, 2018
    Final Report
  • April 14, 2018
    Experience end
Project Examples

Beginning this January, 4th year finance students in groups of 4 to 5, will spend up to 250 hours per group assessing and improving your current pension plans.

Based on the information that you provide and the research that the student-consultant groups conduct, they will provide you with detailed recommendations on the design, governance, and investment of pension funds.

Projects may address, but are not limited to, the following challenges:

  • Pension design challenges such as adequacy and costs of retirement benefits.
  • Governance challenges such as investment policy, monitoring, and performance evaluation.
  • Investment challenges that arise from long term horizons and sustainability.
Companies must answer the following questions to submit a match request to this experience:

Be available for a brief phone call with the instructor to initiate your relationship and confirm your scope is an appropriate fit for the experience.

Provide a dedicated contact who will be available to answer students' periodic questions by email or phone.

Be available for a 1-hour meeting (virtual, phone, or in person) at the start of the project to introduce your company and the assignment task

Minimum of 2-4 interactions with the students in-person or remotely (approximately 4-6 hours over the duration of the project).