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| Investing |
| Post-Crisis Pension Portfolios Include More Fixed Income, LDI Strategies |
| CEM Benchmarking has published a new report analyzing corporate defined benefit (DB) plan investment trends since the financial crisis. According to the analysis, faced with the dual goals of closing funding shortfalls and reducing pension plan risk, data from close to 100 U.S. corporate pension plan sponsors shows plan sponsors have chosen to retain much of the risk and to let funded status guide their de-risking programs. While few plan sponsors would want to return to the dark days of late 2008 and early 2009, the analysis suggests that subsequent years have brought their own challenges for pension plans.Read more > |
| Tax Reform Could Impact Corporate Bond Supply, LDI Strategies |
| Willis Towers Watson researchers present various opportunities “outside of traditional hedging assets other than long corporate credit that may be added to [pension funds’] hedging portfolios to help provide a diversifying source of long-term credit premia.”Read more > |
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| Products, Deals and People |
| Hellman & Friedman Buying Financial Engines for $3.02 Billion |
| Hellman & Friedman, which owns Edelman Financial Services, will combine the two companies.Read more > |
| Solution Targets Practical Employee Financial Literacy Gains |
| The Financial Elements program breaks down challenging concepts into simple elements to increase financial literacy and reduce employee financial stress through education and behavioral coaching.Read more > |
