Asset Management Culture

Not All Smart Beta Is Created Equal

With $1 trillion going into Smart Beta at the end of 2017, it’s important for allocators to look under the hood to avoid being disappointed.

Art by Tim Bower

Interrogation: Harshal Chaudhari

Reflections on his first year, de-risking, and how IBM got to the enviable position of having a fully funded plan.

Art by Tim Bower

Interrogation: Brian Pellegrino

What he’s considering after announcing a plan freeze and making a $2.3 billion contribution as UPS explores LDI.

Art by Tim Bower

Interrogation: Bob Hunkeler

His thoughts on date triggers, derivatives, and International Paper’s $1 billion debt offering to fund its DB plan.