by Tom Cassara | May 17, 2023 | Pension Plan, Uncategorized
As baby boomers retire, many pension plans are reaching a point where the amount of money leaving the plan in benefit payments and fees exceeds the sum of incoming contributions and investment income. This is “negative cash flow” and it presents different...
by Agilis | May 5, 2023 | Pension Plan, Uncategorized
Key takeaways April saw a slight drop in discount rates as Treasury yields increased at the very short end but decreased at the long end while credit spreads narrowed slightly. Global equity market returns were mixed with large cap developed markets posting positive...
by Ryan McGlothlin | Apr 25, 2023 | Derivatives, Pension Plan, Uncategorized
Institutional investors can employ leverage to increase expected returns. This increase in expected returns must be balanced against an increased risk of loss. Large institutional investors with a long-term investment horizon and ample liquidity are well-positioned to...
by Ryan McGlothlin | Apr 24, 2023 | Derivatives, In The News, Pension Plan, Uncategorized
Managing Director, Ryan McGlothlin authored an article that was featured in Pensions & Investments that looks at key issues facing pension plan sponsors this year as a result of higher discount rates and what these sponsors can do to preserve the funded status...
by Agilis | Apr 5, 2023 | Pension Plan, Uncategorized
Key takeaways Discount rates were down in March with Treasury yields falling more than credit spreads were widening Even with the turmoil in the banking sector, equity market activity was generally positive Funded status for most pension plans decreased as liability...
by Agilis | Mar 7, 2023 | Pension Plan, Uncategorized
Key takeaways Discount rates increased during February, with the FTSE Pension Liability Index up about 0.35% higher than at the end of January. Equity markets declined during February on continued fears of a recession in 2023. Funded status for most pension plans...
