United States, Institutional

Changechevron_right
highlight_off

Thank you for your registration

You will shortly receive an email with your unique link to our preference center.

Wellington Alternative Investments

...

Contact us

menu
search
Skip to main content

Search to find the correct information:
search
Search

DB Private Program

Showing 9 of 9 Insights Posts
colorful-threads-gettyimage
Liquid alternatives & hedge funds Strategic allocation Private equity DB Private Program Privates Private investing Liability-driven investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Allocating to alternatives: A role-based guide for corporate DB plans

For corporate plan sponsors thinking about weaving hedge funds and private equity into their portfolios, we offer this brief guide to the potential benefits and key considerations when establishing an allocation, including liquidity stress testing.

Continue reading

Multiple authors

event July 2025
17 min
Article
2027-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
LDI Alert Macro and market Asset allocation DB Private Program Multi-asset Strategic allocation Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How is funded status holding up in the volatility? Updates on the corporate DB landscape

Members of our LDI Team share key takeaways from their latest analysis of US corporate pension plans' funded status, derisking activity, and ROA assumptions, as well as their outlook for plan contributions.

Continue reading

By

Jacqueline Yang, CFA

Amy Trainor, FSA

event May 2025
8 min
Article
2026-06-01
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
Fixed income LDI Alert Liability-driven investing DB Private Program iStrat Strategic allocation Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The high cost of unfunded duration — and some hope on the horizon

With many corporate DB plans thinking about managing their hedge ratios, members of our LDI Team explain the high cost of synthetic duration, how plans might want to think about this issue when targeting a specific duration profile, and why costs could improve over time.

Continue reading

Multiple authors

event March 2025
6 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
850495466
LDI Alert Macro and market Asset allocation DB Private Program Private pension (DB) iStrat Multi-asset Strategic allocation Liability-driven investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Flipping the script: Our updated market outlook and the derisking/rerisking decision

Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.

Continue reading

By

Amy Trainor, FSA

Ian Spencer

event February 2025
6 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1049831686
Liability-driven investing Multi-asset Strategic allocation DB Private Program iStrat Private pension (DB) Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

LDI in 2025: Ten questions corporate plan sponsors are asking

Members of our LDI Team address a range of topics that US corporate plans will be thinking about this year, from pension funding and accounting issues to portfolio diversification opportunities.

Continue reading

By

Amy Trainor, FSA

Ryan Randolph

event January 2025
12 min
Article
2026-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
gold-coated-digits-674991658-1500x4101
Liability-driven investing Strategic allocation Regulatory DB Private Program Multi-asset Whitepaper iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Continue reading

Multiple authors

event November 2024
16 min
Whitepaper
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Book with green Boards
Liability-driven investing Portfolio construction DB Private Program iStrat Equity Fixed income Whitepaper Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Extra credit for corporate plans: Advanced topics in LDI implementation

To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.

Continue reading

By

Amy Trainor, FSA

Jacqueline Yang, CFA

event September 2024
25 min
Whitepaper
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1125060878
Private investing iStrat Strategic allocation Private pension (DB) Article Private credit Americas Liability-driven investing DB Private Program
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Private placements: A primer for corporate DB plans preparing to derisk

With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.

Continue reading

By

Elisabeth Perenick, FSA, CFA

Amy Trainor, FSA

event August 2024
9 min
Article
2025-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
673712783
Fixed income Liability-driven investing Asset allocation DB Private Program Private pension (DB) Strategic allocation Whitepaper iStrat
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The evolution of derisking: Assessing new and time-tested liability-hedging ideas

As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.

Continue reading

By

Amy Trainor, FSA

Jacqueline Yang, CFA

event July 2024
22 min
Whitepaper
2026-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
9 LOAD {count} MORE

URL References

Related Insights

© Copyright 2025 Wellington Management Company LLP. All rights reserved. WELLINGTON MANAGEMENT ® is a registered service mark of Wellington Group Holdings LLP. For institutional or professional investors only.

View More
highlight_off

Enjoying this content?

Get similar insights delivered straight to your inbox. Simply choose what you’re interested in and we’ll bring you our best research and market perspectives.

View More
highlight_off

Thank you for joining our email preference center.

You’ll soon receive an email with a link to access and update your preferences.

Sorry, not interested

View More