Search for tag:  "liability driven investing"

'Our motivation was to insure that we could meet the pension promise'

From  Mark Goodrich A year ago

CBC Pension Plan treasurer and secretary Duncan Burrill explains to reporter Rick Baert why the corporate pension fund adopted a liability driven investing strategy.

Aon Corporation's Matthew Zumbach discusses what the company faced over the past decade in terms of its plan’s funded status.

From  Mark Goodrich A year ago

Aon Corporation's Matthew Zumbach discusses what the company faced over the past decade in terms of its plan’s funded status, why the LDI strategy was implemented and why it changed in recent years

Standish's Andrew Catalan discusses how plan sponsors should incorporate the level of rates into their LDI plan.

From  Mark Goodrich A year ago

Standish's Andrew Catalan discusses how plan sponsors should incorporate the level of rates into their LDI plan as well as investment implications of the new mortality assumptions and it impacts a plan sponsor’s glidepath.

Loomis, Sayles & Company, L.P.'s Nicholas Savoulides analyzes how a plan should account for the Return Seeking Allocation in structuring their Liability…

From  Mark Goodrich A year ago

Loomis, Sayles & Company, L.P.'s Nicholas Savoulides analyzes how a plan should account for the Return Seeking Allocation in structuring their Liability Hedging Assets. He touches on simplifying LDI solutions and the importance of LDI customization.

Nuveen Asset Management's David Wilson discusses the missing approach in hedging a portion of a plan's liabilities using fixed income securities.

From  Mark Goodrich A year ago

Nuveen Asset Management's David Wilson discusses the missing approach in hedging a portion of a plan's liabilities using fixed income securities. Also the risk measures in an investment strategy for a plan sponsor and holistic risk-managed solutions.

Hewitt EnnisKnupp's David Kelly discusses what he's seen on the LDI front this year.

From  Mark Goodrich A year ago

Hewitt EnnisKnupp's David Kelly discusses what he's seen on the LDI front this year as well as the outlook for LDI in the coming year.

Standish's Andrew Catalan discusses what tools plan sponsors should employ in evaluating their risk budget

From  Mark Goodrich A year ago

Standish's Andrew Catalan discusses what tools plan sponsors should employ in evaluating and making changes to their current risk budget, as well as what strategies are relevant for plan sponsors that want to further progress along the LDI journey

Bernard Del Rey discusses how to get support for LDI implementation

From  Mark Goodrich A year ago

Capital Position Venture's Bernard Del Rey discusses how to get support for LDI implementation and the steps necessary to convince your investment committee to move forward with LDI

Prudential's Gary Knapp on how to address key problems associated with matching assets to liabilities

From  Mark Goodrich A year ago

Prudential's Gary Knapp on how to address key problems associated with matching assets to liabilities and what techniques a pension plan can adopt from an insurance company to improve its glidepath

Capital Group's Luke Farrell discusses how a manager can add value in a tracking error constrained mandate

From  Mark Goodrich A year ago

The Capital Group's Luke Farrell discusses how a manager can add value in a tracking error constrained mandate, why a plan sponsor would want to constrain tracking error in a LDI fixed income strategy and the importance of manager correlation

Russell's Martin Jaugietis on measuring success of LDI programs

From  Mark Goodrich A year ago

Russell's Martin Jaugietis on the most common ways plan sponsors measure the success of LDI programs, what steps plan sponsors can take towards implementing an improved mesure of success and the benefits of a better measure of success for LDI

Nicholas Savoulides of Loomis Sayles discusses how the liability hedging block should be structured

From  Mark Goodrich A year ago

Nicholas Savoulides of Loomis Sayles discusses how the liability hedging block should be structured within the context of LDI, as well as how to use curve reconstruction to better understand the liabilities

LGIMA's Aaron Meder discusses the key considerations for plan sponsors when implementing a customized LDI solution

From  Mark Goodrich A year ago

LGIMA's Meder discusses the key considerations for plan sponsors when implementing a customized LDI solution including the sources of funded status volatility and why plans should migrate from a market benchmark to a liability benchmark

Cutwater's Dave Wilson and Kim Lisella discuss how a pension plan can align risk and return using LDI

From  Mark Goodrich A year ago

Cutwater's Wilson and Lisella discuss how a pension plan can align risk and return using LDI including what is a LDI Score and how does it help guide plan sponsors and whether there is ever an argument for rerisking in a derisking strategy