Actuarial firms, bankers and insurance companies have been urging U.S. defined benefit plan sponsors to transfer their liabilities to a third party. Transferring the total liability has proven too onerous for most plan sponsors, so these institutions have been pitching partial risk transfers (PRT) instead. However, the touted long-term cost savings and pension risk reduction may turn out to be underwhelming, if not elusive.

5 Steps to Getting Consensus on Technology Selection and Accelerating Value

An interview with Neil Blundell & Jacob Borbidge

CIOs today have access to unprecedented volumes of data that can help in exploring and implementing investment ideas, vetting and monitoring investment managers and overseeing portfolios. But many lack the systems they need to take maximum advantage of the data available to them—or the insights that data could deliver.

Diagnostics help investors see beyond the asset-class level through a factor lens, and identify unintended risk

Beyond investment management, CIOs are looking for their asset managers to become partners in setting strategy and managing risk.

How Plan Sponsors Are Using LDI and Alternatives

There's a lot happening in the fixed income markets and corporate plan sponsors have questions. For some answers, we spoke to three members of our LDI Team — Co-Chair Amy Trainor and Portfolio Managers Connor Fitzgerald and Schuyler Reece.

UBS emerging markets equities research team

The 2008 credit crisis highlighted the risks associated with having large sums of money invested in opaque, illiquid assets. Nine years later, little has changed to improve transparency in...