Tag: DB plan investing

Tom Cassara and Michael Clark, with River and Mercantile, discuss why pension plan sponsors should pay attention to liquidity and...

US SIF’s Lisa Woll provides examples of strategies public pension funds are using to incorporate environmental, social and governance (ESG)...

Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.

J.P. Morgan’s “Corporate Pension Peer Analysis 2018,” says 2018 was the largest asset allocation de-risking year for defined benefit (DB)...

Pierre Couture and Brett Cornwell, with Voya Investment Management, discuss the increase in BBB bond issuance and how this affects...

The lawsuit claims owners of Freedom Communications made ill-advised, highly speculative investments which caused the pension plan to lose tens...

Mercer recommends 10 areas of focus for defined benefit plans in 2019.

Willis Towers Watson offers 10 investment actions for DB plans in 2019.

Sterling Price, managing consultant at Findley, discusses how LDI and a dynamic investment policy help to de-risk pension plan assets.

Vanguard research explains how CITs and mutual funds are just as beneficial.

“A cap-weighted strategy skews its way toward the largest stocks, but if plan sponsors own equities in a much more...

Corporate DB plans have experience funded status improvement, and LDI strategies help plan sponsors preserve this; however, investment committees are...

As more marketable obligations—such as those for in-pay retirees—are transferred to insurers, residual DB plans will have unusual and idiosyncratic...

Alexi Maravel, director of Cerulli’s institutional practice, observes that the LDI topic is “probably the most competitive pricing environment among...

“The takeaway is critical: it pays to remain patient,” the researchers wrote.

Mercer offers its list of key priorities for defined benefit (DB) plan sponsors for 2018.