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The Perils of Passive Participation in Cuspy Credits

Kate Tan

Solutions Strategist, Liability-Driven Investing


Ms. Tan is a senior vice president and strategist in the Newport Beach office, focusing on liability-driven investment (LDI) in the pension solutions and investment solutions groups. Prior to joining PIMCO in 2012, she was a pension consulting actuary at Towers Watson. She holds a master's degree in financial mathematics from Stanford University and she received a bachelor's degree from the University of Waterloo in Canada. Ms. Tan also holds the Fellow of the Society of Actuaries (FSA) and Enrolled Actuary (EA) designations.