Pension Solutions

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 the pension business. As your defined benefit partner, we bring our extensive global resources and decades of experience to work for you.

$128 Billion
in LDI assets under management

$9 Billion
in completion AUM across 26 assignments

25+ Years
of experience with long duration and LDI strategies

106 Custom Benchmarks
developed for pension portfolios

60+
dedicated DB investment professionals supported by PIMCO’s 750+ investment professionals across the globe

All data as of 30 June 2016

An Intensive Focus on Client Needs

PIMCO’s pension solutions team uses advanced analytics to identify plan-specific risks, creating highly customized investment solutions and actively managing portfolios to ensure they evolve with our clients’ objectives and circumstances.

STEP 1: Analyze

  • Each plan's unique liability profile
  • Asset and liability risk factor composition
  • Sources of funded status volatility
  • Performance under various market conditions

STEP 2: Structure

  • Customized liability benchmarks
  • Tailored asset portfolios: return seeking/liability hedging
  • Overlay solutions
  • Optimal glide paths

STEP 3: Monitor

  • Funded status fluctuations
  • Performance of assets and liabilities
  • Impact of regulatory, legislative and accounting changes

STEP 4: Service

  • Ongoing collaboration to reassess plan needs
  • Dynamic adjustment over time of strategy and benchmark

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Contact Us

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

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.