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Portfolio policy
 
Jan 2017
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Portfolio policy

Getting real: Eight reasons why we're bullish on real assets

Authors: David Chang, CFA, ...

After a period of prolonged underperformance, real assets broadly outperformed during much of 2016. For portfolio managers David Chang, Scott Elliott, and Greg LeBlanc, real assets are the most attractive they...

 
Jan 2017
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Portfolio policy

Four pension issues to watch in 2017: An update for US corporate plans

Author: Amy Trainor, FSA, EA

A range of market, legislative, and regulatory developments could shape plan sponsor decisions in the coming year. This note highlights some we’ll be keeping an eye on. Key points US corporate...

File under: New directions in liability-driven investing

 
Dec 2016
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Portfolio policy

The case for global equities: Diversifying risk in a volatile world

Authors: Nick Petrucelli, CFA, ...

While the typical US defined-contribution pension plan portfolio has a structural bias toward US equities, we consider a 50% weighting to non-US equities to be a more efficient allocation. Further, after US...

 
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Setting ROAs: A 2016 year-end guide for US corporate and public plans

Authors: Amy Trainor, FSA, EA, ...

To help plan sponsors make more informed decisions, this annual update details key ROA assumptions and provides our latest trend analysis and 15-year capital market expectations.

File under: New directions in liability-driven investing

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