Pension Strategy & Analytics Group | J.P. Morgan Asset Management

Pension Strategy & Analytics

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

2021 Corporate Pension Peer Analysis

HELPING CLIENTS ACHIEVE THEIR OBJECTIVES THROUGHOUT THE PENSION LIFECYCLE

Asset Class Insights

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

Pension Expertise

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

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

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.

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.

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?

Corporate Pension Peer Analysis 2021

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

Less than zero

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

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.

Corporate pension allocation changes

Reactions to pension performance this past year serve as a form of pension Rorschach test.

The coming pension cambrian explosion

Credit diversifiers can help hedge portfolios adapt to the late-cycle environment. Pension portfolios may evolve and use a more nonstandard asset classes.

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.

Quarterly Pension Update

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

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

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HELPING CLIENTS ACHIEVE THEIR OBJECTIVES THROUGHOUT THE PENSION LIFECYCLE

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