Asset Allocation
Growth or Funding Preservation?
How higher interest rates are changing the investment objectives of fully funded pension funds.
Tag: liability driven investing
Research
Liability-Driven Investing Survey Closing Friday
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Pensions
“Relief Is No Longer Relief:” Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation
Even with American Rescue Plan Act relief largely unavailable, pension plan balance sheets improved in 2022, causing some corporate plan sponsors to consider adding risk in 2023.
Asset Allocation
U.K. Pensions Doom Loop May Not Be Over
Rebalancing pension portfolios in the wake of the LDI crisis may prove difficult.
Market Moves
Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk
A hot equities market, plus some accounting help from interest rates, aided the plans.
CIO’s 2021 LDI Survey Now Open
The survey tracks liability-driven investment practices and vendor experience/capabilities.
De-risking Corporate Pension Plans Is Getting Tougher
After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.
Hooray, LDI Is Progressively Making Corporate Pension Portfolios Less Risky
Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.
CIO Releases Annual LDI Survey
Survey reveals trends and asset allocations of investors.