Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times

Innovative Investment Strategies in Volatile Times We find ourselves in difficult times. The global effects of COVID-19 have wreaked havoc on investment markets, on daily life, and on institutional investment pools such as pension funds and endowments. Treasury yields...
The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing

The Past Decade in 2020 Hindsight: Pension Investing In 2019 plan sponsors witnessed a familiar, albeit more extreme, combination of returns that has also been the theme of the entire previous decade.  Equities rallied, long term interest rates fell, and funding...
Improving Expected Returns: Corporate Defined Benefit Plans

Improving Expected Returns: Corporate Defined Benefit Plans

Improving Expected Returns: Corporate Defined Benefit Plans Many corporate defined benefit pension plans utilize interest rate derivatives and/or Treasury STRIPS to manage interest rate risk. They also typically have large allocations to active fixed income managers...
Pension Investing – Why Equity Derivatives Now?

Pension Investing – Why Equity Derivatives Now?

Pension Investing – Why Equity Derivatives Now? Equity returns of 15% or higher would usually be cause for celebration among corporate pension plan investors. However, despite these strong returns, many plan sponsors have seen a decline in their funded ratios...
De-risking – Is Less Equity Better?

De-risking – Is Less Equity Better?

De-risking – Is Less Equity Better? Is holding less equity as a plan gets closer to its funding goal the right thing to do? We decided to dig into this question to see what the potential outcomes could be for plan sponsors and see how what we call structured...