Tag: liability driven investing

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.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.