Liability-driven investing

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return seeking portfolio construction
Liability-driven investing Asset allocation Macro and market Portfolio construction USA Multi-asset Private pension (DB) Total return Article
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Return-seeking portfolio construction: Renovations for a new market regime
Amid major shifts in economic and market conditions, members of our LDI Team offer their latest views on return-seeking assets, including the role of defensive and diversifying strategies.
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Article
2023-09-30
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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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LDI Alert Volatility Multi-asset Liability-driven investing Private pension (DB) USA Article Tactical allocation Multi-Asset solutions iStrat
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Time to rethink your return-seeking allocation?
Multi-Asset Strategist Amy Trainor explains why corporate defined benefit plans may want to consider structural allocations to defensive equities and diversifiers.
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Amy Trainor, FSA

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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
top view of highway road
Portfolio strategy Multi-asset Liability-driven investing USA Private pension (DB) Article Strategic allocation Multi-Asset solutions Alternatives iStrat
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Cash-balance and traditional liabilities: An integrated investment approach
For corporate defined benefit plans juggling both cash-balance and traditional liabilities, Multi-Asset Strategist Amy Trainor makes a case for a more targeted investment approach.
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By

Amy Trainor, FSA

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Article
2023-09-30
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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) Liability-driven investing Multi-asset Article USA Strategic allocation Alternatives 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.
Cash-balance liabilities: A new investment framework
A cash-balance plan is very different from a traditional pension, and the differences can have a major impact on interest-rate sensitivity. With this in mind, we propose a focus on capital preservation, consistent income, and liquidity.
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By

Amy Trainor, FSA

Louis Liu, CFA, ASA, MAAA

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Article
2023-08-31
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