Many corporate DB plans are looking for ways to maximize the duration of their liability-hedging allocations while using as little capital as possible.

Actuarial firms, bankers and insurance companies have been urging U.S. defined benefit plan sponsors to transfer their liabilities to a third party. Transferring the total liability has proven too onerous for most plan sponsors, so these institutions have been pitching partial risk transfers (PRT) instead. However, the touted long-term cost savings and pension risk reduction may turn out to be underwhelming, if not elusive.

Radical changes are sweeping bond markets. 

Investors large and small are adopting a sustainable approach to their portfolios. We have the four key questions they are asking, get them now.