Tag: Special Coverage: LDI

Market Drilldown November 28, 2022

LDI Push to Lower Stock Exposure Reaches Its Destination

The de-risking trend has seen equities cut in half since 2008, to around 30% of assets, and Milliman thinks that’s where it will stay.

Pensions November 28, 2022

Higher Interest Rates Put LDI Derivative Usage into Question

LDI strategies allow for passive equity to be replaced by holding ‘cash’ and synthetic equity instruments. But with better funding statuses, are pensions’ derivative positions less necessary?

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.