Whitepaper

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Portfolio strategy Multi-asset Asset allocation Alternatives Equity Fixed income Private equity Public pension (DB) Whitepaper
Closing the return gap: A new set of “stepping stone” ideas
Multi-Asset Strategist Adam Berger offers incremental, flexible investment ideas that can be combined to help asset owners pursue their goals amid declining capital market return expectations.
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By

Adam Berger, CFA

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White paper
2023-06-30
Multi-asset USA Private pension (DB) Asset allocation Whitepaper Liability-driven investing
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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Whitepaper
2023-04-30
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