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Following the world’s largest pension buyout just a few years ago, the North American based pension de-risking sector has undergone a rapid rise. With renewed market volatility generating new risks, asset owners and plan sponsors are seeking to benchmark their progress and build on current approaches with new investment and insurance solutions and strategies.

The fifth annual Pension Plan De-Risking, North America report brings together U.S. and Canadian based pension plans and corporate sponsors to examine current drivers for de-risking of pension plans. Issues to be discussed include liability driven investing, bulk buy-outs and risk management technology.

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FOREWORD

What should plan sponsors be considering in the current environment?

0.1 FOREWORD:
The De-Risking Landscape

Contributors:

  • François Pellerin, LDI Strategist, Fidelity Institutional Asset Management
  • Dan Tremblay, Director of Institutional Fixed Income Solutions, LDI Strategist, Fidelity Institutional Asset Management

SECTION 1

PENSION PLAN CHALLENGES AND SOLUTIONS IN TODAY’S MARKET

1.1 INTERVIEW:
How have market forces and visible benchmarking in the industry affected your strategy and how will the parameters change in the coming 12 months?

Interviewer:

  • Graham Proud, Senior Editor, Clear Path Analysis

Interviewee:

  • Patrick Baumann, Assistant Treasurer, Harris Corporation

SECTION 2

CHARTING A COURSE TO EFFECTIVE DE-RISKING: TIMING AND SELECTION

2.1 INTERVIEW:
To delay or not to delay: is now the right time to implement a de-risking strategy and what is the role of alternative assets in that transition?

Interviewer:

  • Graham Proud, Senior Editor, Clear Path Analysis

Interviewee:

  • Fabio P Savoldelli, Former Chief Investment Officer for Optima Fund Management and ‎Adjunct Professor at Columbia University, New York

2.2 INTERVIEW:
How is an effective risk transfer solution reached, highlighting issues of strategy and timing?

Interviewer:

  • Graham Proud, Senior Editor, Clear Path Analysis

Interviewee:

  • Susan Slocum, Treasurer, Childrens Hospitals and Clinics, Minnesota, US

SECTION 3

PENSION PLAN DE-RISKING USER SURVEY & ANALYSIS

3.1 FOREWORD: Risk removal remains a pension priority

  • Rohit Mathur, Senior Vice President and Head of Global Product & Market Solutions, Pension & Structured Solutions, Prudential

3.2 SURVEY RESULTS

3.3 ROUNDTABLE:
Pension plan de-risking user survey and analysis

Moderator:

  • Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

  • Peggy McDonald, Senior Vice President and Head of PRT Product Actuarial, Prudential Retirement
  • Rohit Mathur, Senior Vice President, Global Product and Market Solutions, Prudential Retirement
  • Alexandra Hyten, Vice President, Pension Risk Transfer, Prudential Retirement

Peggy McDonald

Senior Vice President and Head of PRT Product Actuarial, Prudential Retirement

Patrick Baumann

Assistant Treasurer, Harris Corporation

Dan Tremblay

Director of Fixed Income Solutions/LDI Strategist, Fidelity Institutional Asset Management

Fabio Savoldelli

Former Chief Investment Officer for Optima Fund Management and ‎Adjunct Professor, Columbia University, New York

Susan Slocum

Treasurer, Children's Hospitals and Clinics Minnesota, US

Helen Morrissey

Editor, Professional Pensions, Incisive Media

Prudential Financial, Inc. (PFI), a United States-based financial services leader with more than $1 trillion of assets under management as of December 31, 2015, is the largest provider of pension risk transfer solutions in the U.S., specializing in buy-in and buy-out transactions, and a leading provider of longevity risk transfer solutions globally. Prudential’s risk transfer solutions combine its core strengths in retirement, insurance and asset management. PFI has operations in the United States, Asia, Europe, and Latin America.

Fidelity Institutional Asset Management is a distribution organization focused on developing solutions that support the important work of financial advisors, consultants and institutional investors. It is of the largest organizations serving the U.S. institutional marketplace with more than $560 billion in assets under administration and over 493 institutional and 50,000 financial advisor clients (as of March 31, 2016).

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

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