Tag: Zorast Wadia

Pensions February 13, 2020

Tumbling Discount Rates Eat Away at Funded Ratios

Despite $14 billion investment gain in January, falling rates cause US corporate pension deficits to balloon.

Pensions January 10, 2020

Despite Robust Returns, Funding Level for Top 100 US Corporate Plans Drops in 2019

Record-low rates negate plans’ 15.66% investment return for the year.

Research December 11, 2019

2019 Funding Ratio Drops Despite November Lift in US Corporate Pension Investment Returns

Milliman warns a December correction could be ‘disastrous’ for pensions.

Risk November 13, 2019

US Corporate Pensions’ Funded Status Rises in October

Powered by investment gains, level increases a half-point to 86.1%

Corporate Moves April 13, 2017

More Corporate Pension Plans Transferring Risk, Milliman reports

Despite fluctuations, the largest pension plans ended 2016 with their funded ratios little changed.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?