Pension plan LDI

Pension sponsors have struggled for decades with the difficult tradeoffs that come from hedging potential increases in pension liability values…

4 min read

When good tools are used inappropriately, bad things happen

When good tools are ...

Article October 7, 2020

No, all derivatives are NOT the same. Derivatives are a tool, nothing more, nothing less.

4 min read

Structured equity can increase funded status – a successful investment strategy for the past, present, and future

Structured equity can increase ...

Article June 5, 2020

Challenging investment markets in 2020 have undone years of improvement in the funding levels of…

5 min read

Innovative investment strategies in volatile times

Innovative investment strategies in ...

Article March 26, 2020

We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on…

4 min read

The past decade in 2020 hindsight: pension investing

The past decade in ...

Article February 3, 2020

In 2019 plan sponsors witnessed a familiar, albeit more extreme, combination of returns that has…

4 min read

Improving expected returns: corporate defined benefit plans

Improving expected returns: corporate ...

Article November 6, 2019

Many corporate defined benefit pension plans utilize interest rate derivatives and/or Treasury STRIPS to manage…

2 min read

Pension investing – why equity derivatives now?

Pension investing – why ...

Article November 6, 2019

Equity returns of 15% or higher would usually be cause for celebration among corporate pension…

2 min read

De-risking – is less equity better?

De-risking – is less ...

Article August 5, 2019

Is holding less equity as a plan gets closer to its funding goal the right…

2 min read

Pension investing – an alternative strategy for public and church defined benefit plans

Pension investing – an ...

Article July 29, 2019

Public sector and church pension plan sponsors face unique but similar financial challenges.

9 min read