Calling all asset owners!

Please take a moment to participate in our annual LDI/ De-Risking Survey. Whether you employ LDI strategies or not, we’d appreciate your input. As always, results are anonymous, and will be published in our special November LDI issue. Deadline is Friday, October 6th, and the survey should take less than 10 minutes to complete. 

Proposed changes would reduce benefits and require more contributions.

Why an Underutilized Investment Strategy is Gaining Favor

The two institutions object to amendments made to proposed pension bill.

Parliament seeks to ensure freedoms aren’t liberating Britons from their savings.

For corporate DB plans, return-seeking assets are often synonymous with traditional equities. That’s fine if market conditions are just right, but it leaves plans vulnerable in many environments. We think the solution is to diversify return-seeking allocations with assets that may perform well in a variety of conditions.

“In questioning conventional wisdom Erik elevates the conversation; he’s a second level thinker. I think he’s a great investor.”