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    1. Pension Strategy & Analytics Group

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    Pension Strategy & Analytics

    We combine product-agnostic views, proprietary analytics and deep pension knowledge to develop implementable holistic portfolio solutions.

    Quick Links

    • Daily Funded Status Tracker

    HELPING CLIENTS ACHIEVE THEIR OBJECTIVES THROUGHOUT THE PENSION LIFECYCLE

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    Asset Class Insights

    Leverage investment insights from portfolio managers and product specialists across the JPMorgan platform.

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    Pension Expertise

    Deep knowledge of industry trends, regulatory and accounting backdrop and actuarial issues impacting pension plans.

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    Analytics

    Robust modeling capabilities to quantify impact of asset allocation changes on a range of pension metrics that matter to plan sponsors.

    Explore our latest pension commentary

    CIO Corner with Jason Malinowski

    Jason Malinowski, Chief Investment Officer of Seattle City Employees’ Retirement System, discusses why public pension liabilities deserve to play a more central role in portfolio construction, and how liability awareness can help provide a more holistic measurement of performance and total plan risk.

    Read more

    Corporate Pension Peer Analysis 2022

    Explore our analysis of 2020’s corporate pension trends; despite improved headline funded status, assets and liabilities caused dollar deficits to grow.

    Read more

    Hedge Portfolio Diversification: Does it Still Make Sense?

    Through the COVID-19 crisis, the forces driving the benefits of hedge portfolio diversification have endured, if not strengthened.

    Read more

    Corporate Pensions & COVID-19: Into the unknown

    Revisiting our 2019 corporate pension peer analysis, we estimate the GAAP funded status for most plans has fallen between 5% and 15% through the end of Q1. Furthermore, we find that these sponsors in aggregate have underperformed the broader S&P500, as well as their respective sectors in most cases.

    Read more

    Maturing public pension plans: Strategies to overcome market volatility and portfolio illiquidity

    How can maturing public pensions--facing a cash drain, lower tolerance for volatility and a reduced capacity for portfolio illiquidity--handle these challenges?

    Read more

    Less than zero

    With the 10-year Treasury well below 1.0%, pension plan sponsors are asking themselves some uncomfortable questions.

    Read more

    The 2021 budget proposal’s impact on PBGC premiums

    If enacted, the proposed changes would increase PBGC premium costs overall while shifting more of the burden to the most poorly funded plans.

    Read more

    Pension indigestion: considerations for the end of regulatory relief

    For pension plan sponsors, relief has been spelled many different ways since the implementation of PPA in 2009. We feature a synopsis of previous legislation.

    Read more

    Quarterly Pension Update

    We highlight funded status data, macroeconomic trends that impact pension plans and a breakdown of what you need to watch for.

    Read more

    EXPLORE MORE

    Long-Term Capital Market Assumptions

    Our in-depth, proprietary process provides 10- to 15-year risk and return projections for more than 50 strategy and asset classes.

    Read more

    Guide to Alternatives

    Get an objective analysis of the key themes impacting alternatives asset classes.

    Read more
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    For more information, please email us or contact your J.P. Morgan client advisor.

    jpmam.info@jpmorgan.com

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    EXPLORE OUR LATEST PENSION COMMENTARY

    Pension indigestion: considerations for the end of regulatory relief

    For pension plan sponsors, relief has been spelled many different ways since the implementation of PPA in 2009. We feature a synopsis of previous legislation.

    Read more

    Quarterly Pension Update

    We highlight funded status data, macroeconomic trends that impact pension plans and a breakdown of what you need to watch for.

    Read more

    The 2021 budget proposal’s impact on PBGC premiums

    If enacted, the proposed changes would increase PBGC premium costs overall while shifting more of the burden to the most poorly funded plans.

    Read more

    Less than zero

    With the 10-year Treasury well below 1.0%, pension plan sponsors are asking themselves some uncomfortable questions.

    Read more

    Corporate Pension Peer Analysis 2022

    Explore our analysis of 2020’s corporate pension trends; despite improved headline funded status, assets and liabilities caused dollar deficits to grow.

    Read more

    Maturing public pension plans: Strategies to overcome market volatility and portfolio illiquidity

    How can maturing public pensions--facing a cash drain, lower tolerance for volatility and a reduced capacity for portfolio illiquidity--handle these challenges?

    Read more

    Corporate Pensions & COVID-19: Into the unknown

    Revisiting our 2019 corporate pension peer analysis, we estimate the GAAP funded status for most plans has fallen between 5% and 15% through the end of Q1. Furthermore, we find that these sponsors in aggregate have underperformed the broader S&P500, as well as their respective sectors in most cases.

    Read more

    Hedge Portfolio Diversification: Does it Still Make Sense?

    Through the COVID-19 crisis, the forces driving the benefits of hedge portfolio diversification have endured, if not strengthened.

    Read more

    CIO Corner with Jason Malinowski

    Jason Malinowski, Chief Investment Officer of Seattle City Employees’ Retirement System, discusses why public pension liabilities deserve to play a more central role in portfolio construction, and how liability awareness can help provide a more holistic measurement of performance and total plan risk.

    Read more
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