Our obligation is to help pension plans meet theirs. Drawing on 50 years of experience working with defined benefit plans, PIMCO has a deep understanding of the needs and issues affecting plan sponsors.
Our obligation is to help pension plans meet theirs. Drawing on 50 years of experience working with defined benefit plans, PIMCO has a deep understanding of the needs and issues affecting plan sponsors.
1. Analyze Each plan’s unique liability profile Asset and liability risk factor composition Sources of funded status volatility Performance under various market conditions
2. Structure Customized liability benchmarks Tailored asset portfolios: return seeking/liability hedging Completion management solutions Overlay solutions Optimal glide paths
3. Monitor Funded status fluctuations Performance of assets and liabilities Impact of regulatory, legislative and accounting changes LDI asset/liability hedge monitoring
4. Service Ongoing collaboration to reassess plan needs Dynamic adjustment over time of strategy and benchmark
Filters: Filters: Reset All Filters XClose Filters Dropdown Topic/Tag Tags Reset Close Download ({{cCtrl.itemsToDownload.length}}) Empty Remove {{selOpt}} Filter () filters applied
Featured Solutions LDI Programs: Finding a Better Replacement for Treasury STRIPS LDI Programs: Finding a Better Replacement for Treasury STRIPS A holistic LDI portfolio may provide a superior liability hedge.
Featured Solutions Bundled LDI Portfolios: An Antidote to Historically Low Treasury Yields? Bundled LDI Portfolios: An Antidote to Historically Low Treasury Yields? Bundling may help plan sponsors unlock alpha potential and supplement low returns from long Treasury bonds.
Featured Solutions Manager Diversification in LDI Portfolios: Consume in Moderation Manager Diversification in LDI Portfolios: Consume in Moderation Over diversifying an LDI manager roster may have important hidden costs.
Economic and Market Commentary A Perspective on LDI and Rebalancing(video) A Perspective on LDI and Rebalancing Rene Martel, head of retirement at PIMCO, and Chantal Manseau, head of U.S. corporate client practice, address top-of-mind-questions for DB plan sponsors about market volatility, the rate environment and their LDI portfolios.
Featured Solutions Public DB Plans: Pursuing Downside Risk Mitigation Without Compromising Return Prospects Public DB Plans: Pursuing Downside Risk Mitigation Without Compromising Return Prospects Capital-efficient investment strategies could help public pension plans access the downside risk protection benefits of Treasury bonds without jeopardizing their ability to meet return targets.