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Active management: Aligning portfolios with client goals

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Ian Spencer Profile
Ian Spencer
Investment Strategy Analyst
Boston

Insights By Ian Spencer

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850495466
Article
6 min
LDI Alert Macro and market Asset allocation 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.

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By

Amy Trainor
Amy Trainor, FSA
Ian Spencer
Ian Spencer
event
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.
gold-coated-digits-674991658-1500x4101
Whitepaper
16 min
Liability-driven investing Strategic allocation Regulatory 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.

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Multiple authors

event
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.
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