Tag: liability driven investing

Pensions November 28, 2022

“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.

Asset Allocation October 14, 2022

U.K. Pensions Doom Loop May Not Be Over

Rebalancing pension portfolios in the wake of the LDI crisis may prove difficult.

Market Moves May 3, 2021

Surging Stocks Improve Pension Funding Levels, But De-Risking Isn’t at Risk

A hot equities market, plus some accounting help from interest rates, aided the plans.

November 4, 2020

CIO’s 2021 LDI Survey Now Open

The survey tracks liability-driven investment practices and vendor experience/capabilities.

July 9, 2020

De-risking Corporate Pension Plans Is Getting Tougher

After making great strides to improve DB funded ratios, increased market volatility and delayed contributions may reverse that momentum.

September 17, 2019

Hooray, LDI Is Progressively Making Corporate Pension Portfolios Less Risky

Fixed income now is their largest asset class, but this comes with a caveat. Sliding interest rates might thwart further improvements.

Research November 19, 2018

CIO Releases Annual LDI Survey

Survey reveals trends and asset allocations of investors.