Friday, May 29th, 2026 ⁠A topical newsletter from CIO Defined Benefit Plans A prolonged rise in funding levels positions U.S. corporate pension to change how they are investing and hedging. While some sponsoring companies have outsourced their portfolios while others consider reopening long-frozen or closed plans to enable sponsors’ to repurpose surpluses. SPONSORED AD Pensions DB Plans Focus on Hedging Volatility, Evaluating Options Some pension CIOs are adjusting their market scenario analyses to make sure their portfolios are well positioned to capture upside and avoid drawdowns. Asset Management Culture Post-OCIO Life: What Happens to Investment Teams After Outsourcing The decision to outsource investments often faces pushback from investment staff, many of whom soon have to find new roles. Asset Allocation As Corporate Pension Liabilities Shrink, How Does Hedging Change? Plan sponsors’ needs for long-dated bonds and the role of fixed-income managers may change as average liabilities fall to fewer than 10 years. Pensions Corporate Pension Plans Inch Further Into Surplus Territory In response, plan sponsors are strategizing about more than pension risk transfers. Opinion Using the Power of a Pension Surplus to Enhance Retirement Security Overfunded defined benefit plans are now a hallmark of corporate America, and sponsors are exploring new, strategic uses of pension surpluses to extend employee benefits. Pensions Global Pensions at a Glance The OECD's review of pension, retirement age, population and other demographic data, from across its member countries, that could affect pension funding and economies broadly in years to come.  Did someone forward you this newsletter? Sign up here to get Chief Investment Officer Spotlight directly in your mailbox!

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