Search for tag:  "risk"

P&I CONFERENCE (SPONSORED)

Pension Risk 2019 - Brett Cornwell, Voya

From  Mark Goodrich 3 Weeks ago

1. For plan sponsors looking to diversify their exposure to long corporate bonds, what are some other areas to consider? Brett, I know you mention CMOs and other securitized assets in addition to investment grade private placements.2. Many plan sponsors have tried to replicate the performance of…

P&I CONFERENCE (SPONSORED)

Pension Risk 2019 - Rick Ratkowski, NISA

From  Mark Goodrich 3 Weeks ago

1. What are two end-state alternatives for plan sponsors?2. How should plan sponsors judge the success of an end-state portfolio?3. How do end-state strategies impact plan expenses?

P&I CONFERENCE (SPONSORED)

Pension Risk 2019 - Wayne Daniel, MetLife

From  Mark Goodrich 3 Weeks ago

1. What is your outlook for the pension risk transfer (PRT) market?2. Which derisking strategy are plan sponsors most likely to use to transfer pension risk?3. Are annuity buyouts becoming a more popular way to derisk?

P&I CONFERENCE (SPONSORED)

Pension Risk 2019 - Sean Brennan, Athene

From  Mark Goodrich 3 Weeks ago

1. As the PRT market evolves and more sponsors consider undertaking full plan terminations as funded status objectives are met, what strategies can be used in order to mitigate the risk of unfavorable changes in market conditions during the lengthy regulatory and operational process involved with a…

Pension Risk 2019 - Gary Veerman, Capital Group

From  Mark Goodrich 3 Weeks ago

1) Equities are near all-time highs, rates near all-time lows. How has this impacted plan funded status?2) Given these extreme market conditions, how should plan’s be responding regarding their hedging strategies?3) Larger plans continue to add managers to their LDI program. What are the key…

Pension Risk 2019 - Alexandra Hyten and Glenn O’Brien, Prudential

From  Mark Goodrich 3 Weeks ago

1. As the pioneer in this space, where do you see the PRT business heading? (Alex)2. How are plan sponsors weighing the options of hibernation, annuity buyouts and buy-ins, lump sums and other pension settlement strategies? (Alex)3. What should sponsors consider when evaluating a hibernation…

P&I CONFERENCE (SPONSORED)

Pension Risk 2019 - Sumit Kundu, MassMutual

From  Mark Goodrich 3 Weeks ago

1. What’s the funded status for pension funds – generally – today? How has that changed from, say, the beginning of the year?2. What level of funded do plans need to reach before they are in a place to make some decisions around moving to remove pension fund volatility from the balance…

P&I CONFERENCE (SPONSORED)

PRISK 2018 - Glenn O’Brien, Prudential

From  Mark Goodrich A year ago

1. Are annuity purchases and hibernation equal in risk reduction? 2. How are companies today evaluating annuity settlement transactions? 3. What’s the future of the pension settlement market?

PRISK 2018 - Wayne Daniels, MetLife

From  Mark Goodrich A year ago

1. How would you characterize the current PRT market and where you see it going in 2019? 2. What can you tell us about the timing/seasonality of deals coming to market? 3. What steps should plan sponsors take to prepare for transactions?

P&I CONFERENCE (SPONSORED)

PRISK 2018 - Sean Brennan, Athene

From  Mark Goodrich A year ago

1. What should a plan sponsor do if they don’t get the price they’re targeting on the final auction day? 2. Why haven’t buy-ins been more common in the US? 3. Retiree buyouts have been increasingly common; is that because there isn’t a viable solution for terminated vested and…

P&I CONFERENCE (SPONSORED)

PRISK 2018 - Matthew Seymour - RiskFirst

From  Mark Goodrich A year ago

1. How should pension plans change their approach as they near the end-game? 2. Is the pensions industry adequately dealing with risk management? 3. Can the industry deliver better value to pension plans?

P&I CONFERENCE (SPONSORED)

PRISK 2018 - Neil Drzewiecki, MassMutual

From  Mark Goodrich A year ago

1. MassMutual, in its recent white paper, attributes part of the growth in pension risk transfers to the new corporate tax regime and an upcoming deadline. How do you expect this to impact interest in PRTs now? 2. In your white paper, MassMutual provides a life insurer’s inside view of…

CRISK 2018 - NISA Investment Advisors: Rick Ratkowski's Video Interview

From  Mark Goodrich A year ago

1. How do you expect changes to funding rules to impact DB plan asset allocations?2. How should plan sponsors think about determining their terminal funded status and asset allocation?3. Should plan sponsors consider going global with their fixed-income exposure?

CRISK 2018 - Fidelity Investments: Francois Pellerin's Video Interview

From  Mark Goodrich A year ago

1. Why are current market conditions challenging for pension investors, and what can they do about it? 2. Customization is a popular “buzz” word in pension risk management. How do you design and implement custom solution for your clients? 3. How should sponsor think about the…

CRISK 2018 - Sun Life Financial: Mathieu Tessier's Video Interview

From  Mark Goodrich A year ago

1. Why are sponsors looking to detox their pension plans now?2. Am I giving up excess returns if I use a custom LDI strategy?3. Aren’t annuities too expensive?