LDI
Watch breaking news videos and read news updates about LDI on pionline.com
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As markets and bond yields rise, more DB plans eye LDI
2013 could be the year that more U.S. corporate defined benefit plans kick in their liability-driven investing strategies if equity markets and bond yields continue to improve, according to an analysis of pension data by Goldman Sachs Asset Management.
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Cambridge: DB derisking glidepaths 'too mechanistic'; plans should target risk levels
Defined benefit pension plans using a derisking glidepath should move to a more holistic approach that maximizes returns at each targeted level of risk, according to a new paper from Cambridge Associates.
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Public funds should take good look at liability matching
Two very good recent books about pension finance, “State and Local Pensions” by Alicia Munnell and “Pension Finance” by Barton Waring, touch on the many daunting challenges faced by public pension systems.
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Kraft DB plan shifts to 80% fixed income in LDI moveKraft Foods Group Inc., Northfield, Ill., is adopting a liability-driven investing strategy, moving to an 80% fixed-income allocation for its $5.46 billion in U.S. defined benefit assets.
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Kraft Foods Group plans shift to LDIKraft Foods Group Inc. plans to begin a new liability-driven investment strategy in 2013 to reduce volatility for its $5.5 billion in U.S. defined benefit plan assets, according to the company's latest 10-K filing.
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Different yardsticks required to measure LDI's successIt's one thing to do liability-driven investing. It's another thing to measure its success.
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LDI bandwagon rolling on
More than a quarter of the country's largest pension funds are using a liability-driven investing strategy, according to data collected by Pensions & Investments.
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Coca-Cola puts $1.1 billion in pension fundsCoca-Cola Co., Atlanta, contributed $1.1 billion to its worldwide defined benefit pension plans in 2012, according to a 10-K filing with the SEC on Wednesday.
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J.P. Morgan Asset Management adds structuring specialist for LDI
Sean Kurian was named executive director and lead structuring specialist for liability-driven investment in the asset/liability solutions group at J.P. Morgan Asset Management.
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P&I Research Center adds information on plan sponsors' liability-driven investing strategies
Pensions & Investments' latest plan sponsor survey included two new questions on liability-driven investing. We asked the total assets managed using an LDI strategy and which implementation strategy pension funds were using. Seventy-one plan sponsors had almost $100 billion in LDI assets. The most
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SEI: Risk management, LDI top corporate plans' priorities in 2013
Developing a risk management strategy to control funded status volatility and implementing liability-driven investing strategies are the two biggest priorities for corporate pension plans this year, according to a survey from SEI.
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Cerulli: Emerging markets, LDI and ESG strategies were investor favorites in 2012
Institutional investors expressed the greatest interest in emerging markets, long-duration fixed income and environmental, social and governance investing products in 2012, according to a report from Cerulli Associates.
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University of London Superannuation fund assigns LGIM as LDI manager
Superannuation Arrangements of the University of London hired Legal & General Investment Management as liability-driven investment manager.
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Pension investment strategy in light of new lawNew pension funding stabilization legislation should prompt U.S. defined benefit plan sponsors to assess their investment strategies.
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Identifying the best risk mitigation strategy for a corporate DB planA “one-size-fits-all” risk mitigation strategy for corporate defined benefit plans does not exist, particularly in the current environment.
