Tag: liability driven investing
“Relief Is No Longer Relief:” Financial-Market Upheaval Overtakes Best Intentions of Pension Legislation
Even with American Rescue Plan Act relief largely unavailable, pension plan balance sheets improved in 2022, causing some corporate plan sponsors to consider adding risk in 2023.
A hot equities market, plus some accounting help from interest rates, aided the plans.
The survey tracks liability-driven investment practices and vendor experience/capabilities.
After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.
Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.
Survey reveals trends and asset allocations of investors.