Liability Aware Investing for Public Pension Plans
Formulating the role of liabilities in asset allocation and performance measurement.
Read more
Pension Strategy & Analytics
We combine product-agnostic views, proprietary analytics and deep pension knowledge to develop implementable holistic portfolio solutions.
Quick Links
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.
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
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.
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
Corporate pension allocation changes
Reactions to pension performance this past year serve as a form of pension Rorschach test.
Read more
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.
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
For more information, please email us or contact your J.P. Morgan client advisor.
0903c02a8288e46a