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403(b) Plan Fiduciary Oversight

In an increasingly complex landscape, the fiduciary management of robust 403(b) plans has become more challenging than ever.

November 2016

Don’t Forget the Credit Spread!

While corporate plan sponsors are keenly aware of interest rate risk within their defined benefit plans, few fully appreciate the complex and significant risk posed by credit spreads.

October 2016

Hedge Fund-ing the Pension Deficit

Select hedge funds have provided attractive long-term returns with reduced equity beta and can be integral to pension investment strategies.

June 2016

Private Investments: Filling a Pension’s Return Void

Well-diligenced private investments in a skillfully constructed portfolio are important growth drivers that have helped pension funds deliver superior performance and increased the probability of meeting or exceeding long-term required returns.

October 2015

Navigating the Diversified Growth Fund Maze

Diversified growth funds (DGFs) have garnered significant attention and assets—particularly amongst UK defined benefit pension schemes—as a less volatile source of long-term growth. DGFs can be valuable tools for pension portfolio management, but only if trustees understand what they are buying and how it fits into the context of the total portfolio. The simple bifurcation of the available products into traditional and absolute return strategies can be a starting point for trustees to help make sense of the market and set appropriate risk/return expectations across different market environments.

October 2015

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Dan Desmarais

Connect with the Pension Practice

Dan Desmarais

Managing Director, Pensions