Liability-driven investing

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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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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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