Providing thought leadership and structuring investment solutions to meet client needs

  • Consultation throughout lifecycle
    • Adaptive glide-paths
    • Capital markets insights
    • "End-state” portfolio design
  • Focused thought leadership
    • Pension Pulse
    • White Papers
    • Capital Markets Return Assumptions
  • Structuring
    • LDI/long duration structuring
    • Multi-asset design (liability or return oriented)
    • Custom overlay structuring

Featured case study

A multi-billion dollar pension plan expects the return-seeking portion of it's portfolio to earn 9.5% at 13% volatility. While this is sufficient to pay PBO cash flows, it is insufficient to pay future service costs without additional contributions.

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