Tag: LDI

Risk Transfer Floodgates Hold, For Now

Even with the documented acceleration of de-risking activity, Tom McCartan at PGIM Fixed Income notes that less than 1% of U.S. private pension plan assets and liabilities have been formally transferred to insurers.

LDI Strategies and Preparing DB Plans for Recessions

Speakers on a PGIM Fixed Income webcast offered practical steps pension plan sponsors can take today and over time to protect funding levels; they suggested liability-driven investing is a smart way to “get off the funded-status rollercoaster.”

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.

Your DB Funded Status Has Improved? Now What?

Corporate DB plans have experience funded status improvement, and LDI strategies help plan sponsors preserve this; however, investment committees are looking for new asset classes that can provide greater returns at a reasonable level of risk.

Cerulli Report Maps LDI and OCIO Opportunities

Alexi Maravel, director of Cerulli’s institutional practice, observes that the LDI topic is “probably the most competitive pricing environment among the different types of institutional custom solutions available today.”