Welcome to the latest edition of Insights for Corporate Defined Benefit Plans. In this issue, we dive into the key topics shaping the corporate defined benefit landscape, including economic outlooks, emerging trends, and effective investment strategies. Keep reading to stay ahead in the world of corporate pension management.
Three Trends in Corporate Pension Plans
Corporate DB plans are capitalizing on full funding by reducing risk and exploring pension risk transfer, while seeking third-party support to manage increasingly complex portfolios.
Aligning Asset Allocation with Liabilities: Strategic Considerations for Corporate Pension Plans
The range of potential economic outcomes looks especially wide. Plans may want to take steps to reduce duration risk, equity beta, and funding status volatility.
Leveraged Loans
Leveraged loans can help plans enhance yield, reduce duration risk, and improve diversification – and new developments make this asset class more accessible than ever.
More Effective, Efficient Solution for Leveraged Loans
Leveraged loans provide high yield and floating rates, but inefficiencies and high fees have limited access. In 2024, we partnered with a client to create a cost-effective solution.