Russia-Ukraine War Has U.S. Pensions Examining Long-Term Investment Sustainability
U.S. pensions’ allocations to Russian assets are limited, but plans are responding to the conflict by considering their long-term approach.
Tag: DB plan investing
JPM: Current De-Risking Strategies Might Encourage DB Plan Terminations
J.P. Morgan says a strategy change from LDI is needed to facilitate pension stabilization.
How Institutional Investors Can Rate-Proof Their Portfolios
Northern Trust Asset Management suggests that institutional investors take a look at junk bonds and natural resources stocks.
Investment Opportunities for DB Plans Moving Forward
Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Worrying About Inflation’s Effect on Your Pension Finances? Don’t.
Experts says they don’t expect a long run of inflation, and it might be making your plan less expensive.
Insurance Companies Show a ‘Risk On’ Approach to Investing
Companies surveyed by GSAM are looking to invest in private equity and illiquid asset classes; DB plans might be interested...
What DB Plans Can Learn From Endowment Investing
Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Rebalancing Can Be an Important Tool for DB Plans During Volatile Market
J.P. Morgan’s proprietary analysis of the 100 largest corporate pensions reveals several lessons defined benefit plan sponsors can learn from...
Several Forces Will Drive Portfolio Positions for Institutional Investors
The pandemic, monetary policy and politics converge to drive changes to equity and fixed income allocations.
Canadian Pensions Offer Lessons for U.S. Plan Sponsors
Many Canadian funds manage assets in-house, redeploy resources to investment teams and focus on liability hedging.
Insurers Report Negligible Long-Term Changes to Investment Strategies
The firms—which have similar investing goals to DB plans and back investments included in some DC plans—are continuing a move...
Opinions |
DB Plan Sponsors Should Be Conscious of Liquidity
Tom Cassara and Michael Clark, with River and Mercantile, discuss why pension plan sponsors should pay attention to liquidity and...
Opinions |
State and Local Governments Eye ESG Investing Strategies for Returns and Impact
US SIF’s Lisa Woll provides examples of strategies public pension funds are using to incorporate environmental, social and governance (ESG)...
Fourth Quarter Volatility Wipes Out DB Plans’ Funding Status Gains
Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.
Pension Risk Transfers Help Largest DB Plans Reduce PBGC Premiums
J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB)...
Opinions |
Expanding the Credit Universe: Managing Credit Migration Risk for DB Plans
Pierre Couture and Brett Cornwell, with Voya Investment Management, discuss the increase in BBB bond issuance and how this affects...
PBGC Seeks Recovery of Investment Losses for Terminated Retirement Plan
The lawsuit claims owners of Freedom Communications made ill-advised, highly speculative investments which caused the pension plan to lose tens...
Mercer Encourages DB Sponsors to Act on Funded Status Improvements
Mercer recommends 10 areas of focus for defined benefit plans in 2019.
2019 Planning for DB Plan Sponsors
Willis Towers Watson offers 10 investment actions for DB plans in 2019.
Opinions |
Pension Investment De-Risking Primer
Sterling Price, managing consultant at Findley, discusses how LDI and a dynamic investment policy help to de-risk pension plan assets.