Data and Research | June 9th, 2023 US Public Pensions ‘Convinced’ Inflation is on Path to Moderation Following nine successive Federal Reserve interest rate hikes and inflation hitting a peak of 9.1% in June 2022, U.S. public...
Compliance | January 17th, 2023 Key Actuarial Changes for Public Pension Plans in 2023 The Actuarial Standards Board approved changes for public pension plans’ investment portfolio risk assessments, disclosures of employer contributions and investment...
Investing | January 3rd, 2022 Considerations for DB Plan Investing in 2022 Protecting funded status, addressing inflation, adding value and more—all should start with setting objectives.
Administration | August 23rd, 2021 What DC Plan Participants Should Know About Their Own ‘Funded Status’ Plan sponsors can help participants understand how interest rates and inflation affect lifetime income disclosures to help them avoid panicking...
Investing | May 4th, 2020 Market Conditions Highlight Individual Investor Interest Rate Risk Long a challenge associated with pensions, defined contribution plan investors find themselves grappling with the challenges of interest rate risk...
Investing | April 24th, 2018 ETF Investment Flourishes in Institutional Market A new ETF market analysis from Greenwich Associates shows institutions continue relying on ETFs as “a liquid, fast and relatively...
Investing | February 21st, 2018 LPL Financial Researchers Weigh In on Managing Interest Rate Risk “The takeaway is critical: it pays to remain patient,” the researchers wrote.