4Q18 Volatility Wiped Out Funding Status Gains for DB Plans
Pension plans’ funding rose a mere 70 basis points last year, according to Goldman Sachs Asset Management.
Tag: DB plan investing
2018 Largest Asset Allocation De-Risking Year for DB Plans Since 2011
Actions taken by defined benefit (DB) plan sponsors helped them reduce Pension Benefit Guaranty Corporation (PBGC) premiums, according to a J.P. Morgan analysis.
Mercer Recommends Areas of Focus for DB Plans in 2019
According to Mercer, developing a “journey plan” that outlines the strategic policy choices to move a plan to its ultimate destination is a step many plan sponsors have undertaken.
Helping DB Plan Clients Plan for 2019 and Beyond
Willis Towers Watson offers investment considerations for sponsors of defined benefit plans.
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.
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.