JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
Tag: LDI
Understanding PRT: Retiring Your Pension Plan
Considering asset allocation, glidepaths, LDI and risk on the way to pension risk transfer.
Opinions |
Positioning a Multi-Manager Portfolio for Long-Term Success
DB plan sponsors need to ensure their liability-driven investing strategies are diversified and well-positioned for years to come.
Many DB Plan Sponsors Adjusting LDI Strategies
Defined benefit plan sponsors have positive views of the direction interest rates will take and of equity markets, but they...
How Multiemployer Plan Sponsors Can Manage Relief Payments
With PBGC dictating interest rate assumptions and permissible investments, there are steps plan sponsors should take to make the relief...
Creating an Effective LDI Strategy for 2021
Defined benefit plan sponsors need to look at different tools for making their liability-driven investing strategies more efficient, and they...
DB Plan Sponsors Looking to New Vehicles for LDI Strategies
Diversification is a focus for fixed income investments, and experts shared thoughts about strategies during a roundtable event.
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...
Opinions |
DB Plan Sponsors Should Develop a Strategy Now for the Next Market Fallout
Plan sponsors that already have an LDI strategy in place may be able to better capture opportunities in the current...
Past Bear Market Strategies No Comfort for DB Plans Right Now
Pension plan consultants are tweaking recommendations for DB plan sponsors during the unprecedented volatility created by the coronavirus pandemic.
LDI the Key to DB Plan Funded Status Gains
About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
Several Strategies Help DB Plan Sponsors Manage Financial Risks
MassMutual discusses four main strategies for limiting or eliminating defined benefit plan risks over time: hibernating risks, establishing glide paths,...
Interest Rates, Recessions and Pension Plan De-Risking
Bob Browne, CIO at Northern Trust, argues that pension plan sponsors should not wait to de-risk their plans based solely...
Q4 2018 Volatility Leads DB Sponsors to Focus More on Risk
Asked what they plan to look for in asset management searches in the next 12 months, the majority of mid-sized...
Risk Transfer Floodgates Hold, For Now
Even with the documented acceleration of de-risking activity, Tom McCartan at PGIM Fixed Income notes that less than 1% of...
Lessons From 403(b)s When It Comes to LDI in DC Plans
The analog of defined benefit liability-driven investing on the defined contribution plan side is the discussion of in-plan guaranteed retirement...
Pension Experts Urge LDI Considerations, Stress Tests in 2019
Pension plan sponsors can avoid giving back recent gains in funded status if and when another recession strikes by implementing...
LDI Strategies and Preparing DB Plans for Recessions
Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to...
Opinions |
Pension Investment De-Risking Primer
Sterling Price, managing consultant at Findley, discusses how LDI and a dynamic investment policy help to de-risk pension plan assets.