Liability-driven investing

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Liability-driven investing Multi-asset USA Private pension (DB) Article Strategic allocation Multi-Asset solutions Alternatives iStrat
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Nearing the finish line: Ideas on end-state investing for corporate DB plans
As corporate plans approach their fully funded “end state,” new goals will need to be set. Members of our LDI team share their research on this transition and the required realignment of asset allocation strategies, including changes in return-seeking and liability-hedging portfolios and key liquidity considerations.
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By

Amy Trainor, FSA

Jacqueline Yang, CFA

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Article
2023-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Private pension (DB) Macro and market USA Multi-asset Liability-driven investing LDI Alert Portfolio construction Volatility Article Tactical allocation Multi-Asset solutions iStrat
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Preserving funded-ratio stability in volatile markets
Faced with extreme market volatility in the early months of 2022, what can corporate DB plan sponsors do to potentially provide stability in their portfolios while still pursuing longer-term funding aspirations? Multi-Asset Strategist Amy Trainor offers thoughts on rerisking, hedge ratios, and liability-hedging and return-seeking allocations.
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By

Amy Trainor, FSA

event
Article
2023-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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