Argument for Less SMA Use by DB Plan Sponsors
Vanguard research questions whether the risk-matching precision of SMAs is worth the cost and complexity.
Tag: DB plan investing
Pension Buyout Market Strains Should Lead DB Plan Sponsors to “Hibernate” Plans
Mercer suggests pension sponsors should now focus on the shakeout that lies ahead, with the potential bifurcation between liabilities sold to insurers and the hard stuff kept on pension balance sheets, by using hibernation investing.
LPL Researchers Perspectives on Managing Interest Rate Risks
According to the researchers, sector diversification and yield curve positioning can help investors during rising-rate periods.
Rising Rates Bring Bond Duration and Supply Questions to the Fore
Vanguard’s lead actuary for the OCIO pension support business sounds a clear note of caution about attempting to “beat the rush” into long corporate bonds that could come along with a sharp rise in rates; Northern Trust experts explain how ultra-short duration funds can benefit DB plans today.
Prepare DB Clients for Lower Equity Returns
Mercer suggests key priorities for DB plan sponsors for 2018.