Clear Path Analysis :: Pension Plan De-Risking, North America 2021 Report

With interest rates projected to stay low for a prolonged period of time and companies and governments alike in dire economic conditions, pension funds are likely to feel the repercussions. In addition to the pressure that are undoubtedly being felt in funding ratios, the availability of assets that have not been affected by a crowded market are vastly limited.

The Pension Plan De-Risking, North America 2021 Report provides insight into how pension fund managers are navigating the challenging economic landscape and which assets have the greatest potential to preserve capital and earn meaningful returns.

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SECTION 1

FOREWORD

0.1 FOREWORD: The storm may be clearing but clouds remain on the horizon for DB pension plans
- Sean Kurian, Managing Director and Head of Institutional Solutions, Conning

A NEW LANDSCAPE TO NAVIGATE

1.1 INTERVIEW: The new era of credit investing: More Fed, less certainty
- Leighton Shantz, Senior Managing Director, Employees’ Retirement System of Texas

1.2 INTERVIEW: How are pension plan sponsors navigating the challenges of today’s markets?
- Harshal Chaudhari, Chief Investemnt Officer - Global Pension, General Electric

1.3 ROUNDTABLE: Incorporating ESG into Pension Investment Strategies
- Jennifer Sireklove, Equity Investment Strategy, Parametric
- Brian Barney, Institutional Portfolio Management, Parametric

1.4 INVESTOR INSIGHTS: Does liability-centric portfolio management still work in today’s market environment?
- Charles Van Vleet, Chief Investment Officer, Textron Inc.
- Kevin McLaughlin, Head of Liability Risk Management, North America, Insight Investment

SECTION 2

PORTFOLIO STRATEGIES

2.1 WHITEPAPER: What Interest Rate Management Can and Can’t Do: Three Considerations for Plan Sponsors
- David Phillips, Director, Liability-Driven Investment Strategies, Parametric

2.2 INTERVIEW: Capturing returns during times of market volatility
- Michael Trotsky,, Chief Investment Officer, Massachusetts Pensions Reserves Investment Board (MassPRIM)

2.3 INTERVIEW: Will market headwinds slow down the momentum of pension risk transfers?
- Mary Leong,, Consulting Actuary, Milliman

2.4 WHITEPAPER: Is ‘hibernation’ finally on the horizon?
- Kevin McLaughlin,, Head of Liability Risk Management, North America, Insight Investment

SECTION 3

PENSION CONSOLIDATION

3.1 INTERVIEW: Starting from scratch: Is the consolidation of Illinois’ police pension funds a new model for public pension funds?
- Rich White, Executive Director, Illinois Police Officers’ Pension Investment Fund

3.2 ROUNDTABLE: How economies of scale could reduce costs and provide access to a more diverse portfolio
- Barbara Sanders, Assosiate Professor, Simon Fraser University
- Jean-François Bégin, Assosiate Professor, Simon Fraser University

3.3 CASE STUDY: Defined benefit 2.0: Providing stability for employees through accumulation and decumulation
- Marnie Niemi Hood, Vice President, CAAT Pension Plan

Parametric is a leading investment solutions partner with a 30-year history of helping investors meet their unique portfolio objectives. We use a systematic, rules-based approach to deliver transparent, predictable, repeatable outcomes for institutions, high-net-worth individuals, and fund investors in North America and around the globe. From exposure management to alternatives to equities, our solutions can be customized to meet our clients unique needs. Parametric has $358.5 billion in assets under management as of December 31, 2020, and is headquartered in Seattle, with offices in Minneapolis; Boston; New York City; Westport, Connecticut; and Sydney, Australia.

Insight Investment is a global leader in liability driven investment (LDI), active fixed income and risk solutions. We work in partnership with investors to achieve their unique objectives. Our range of core competencies include active long duration, custom liability benchmark, derivative overlay, liability ‘completion’, cashflow-driven investing and risk transfer support. We invest across public and private credit markets for our institutional clients on a secured and unsecured basis. For end-state strategies, we can help prepare fixed income assets and hedge annuity prices ahead of an insurance buyout or lump sum execution, and act as an oversight manager for hibernation strategies.

Learn more at www.insightinvestment.com

Conning (www.conning.com) is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

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