Investing | May 10th, 2022 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.
Investing | March 25th, 2022 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.
Investing | February 11th, 2022 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.
Investing | February 2nd, 2022 Investment Opportunities for DB Plans Moving Forward Corporate defined benefit plans should consider managing volatility, avoiding concentration risk and factor investing.
Investing | June 1st, 2021 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.
Investing | April 21st, 2021 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...
Investing | April 13th, 2021 What DB Plans Can Learn From Endowment Investing Alternative investments and private assets might help defined benefit plans diversify and generate more returns.
Investing | March 22nd, 2021 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...
Investing | December 8th, 2020 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.
Data and Research | August 26th, 2020 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.
Investing | July 16th, 2020 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 | June 12th, 2020 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 | June 25th, 2019 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)...
Data and Research | March 22nd, 2019 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.
Data and Research | March 20th, 2019 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 | March 5th, 2019 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...
Compliance | February 28th, 2019 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...
Administration | December 19th, 2018 Mercer Encourages DB Sponsors to Act on Funded Status Improvements Mercer recommends 10 areas of focus for defined benefit plans in 2019.
Administration | November 29th, 2018 2019 Planning for DB Plan Sponsors Willis Towers Watson offers 10 investment actions for DB plans in 2019.
Opinions | September 17th, 2018 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.