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Pension Solutions

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    Our obligation is to help pension plans meet theirs.

    Drawing on 45+ years of experience working with defined benefit plans, PIMCO has a deep understanding of the needs and issues affecting plan sponsors.
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You face unique challenges. PIMCO can help.

Defined benefit plan sponsors today are faced with a wide array of challenging issues, from uncertain markets to complex liability structures to regulatory requirements. Given your plan’s unique circumstances, PIMCO’s pension solutions team is dedicated to helping you achieve the best possible outcomes for your plan participants.

A Wealth of Resources and Expertise

PIMCO has a longstanding and deep commitment to our pension clients. As your partner, we bring our extensive global resources and decades of experience to work for you. We are a leader and innovator in liability driven investing (LDI) and a pioneer in delivering complete and efficient de-risking solutions.

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  • Long duration and LDI portfolio management
  • Overlay implementation to achieve hedge ratio targets
  • Glide path (de-risking plan) structuring
  • LDI portfolio customization
  • Return-seeking portfolio optimization
  • Completion management
  • Liability immunization implementation and monitoring
  • Annuity-ready portfolios
As of 31 December 2018.

An Intensive Focus on Client Needs

PIMCO's pension solutions team partners with plan sponsors and their consultants to provide insight and guidance through every aspect of pension risk management program design and implementation.

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

PIMCO Quarterly Pension Review

Funding ratios improved in the third quarter as risk assets gained

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Contact Us

Contact your PIMCO Account Manager for more information about partnering with our pension solutions team. You can also call us at 949.720.6000.

Featured Insights

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Bundled LDI Portfolios: An Antidote to Historically Low Treasury Yields?
Manager Diversification in LDI Portfolios: Consume in Moderation
A Perspective on LDI and Rebalancing
Public DB Plans: Pursuing Downside Risk Mitigation Without Compromising Return Prospects
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Disclosures

This material contains the opinions of the author but not necessarily those of PIMCO and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors and each investor should evaluate their ability to invest long term, especially during periods of downturn in the market. No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission.