3 TIPS TO DE-RISK YOUR PORTFOLIO

3 TIPS TO DE-RISK YOUR PORTFOLIO

If you are a DB pension plan sponsor, your plan is likely invested in a traditional balanced fund structure. A mix of 60% public equities and 40% core fixed income has long been the recipe for achieving the required rate of return plan sponsors need to cover their benefit obligations. However, the c...

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Veröffentlicht in:Benefits Canada 2014-12, Vol.38 (12), p.60
1. Verfasser: Menzer, Eric
Format: Artikel
Sprache:eng
Schlagworte:
Defined benefit plans
Fixed incomes
Guidelines
Interest rates
Liability
Portfolio management
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Zusammenfassung:If you are a DB pension plan sponsor, your plan is likely invested in a traditional balanced fund structure. A mix of 60% public equities and 40% core fixed income has long been the recipe for achieving the required rate of return plan sponsors need to cover their benefit obligations. However, the current low-growth, low-yield environment is making it increasingly difficult to hit the mark, and this type of strategy completely ignores a plan's unique liability profile. There are cost-effective alternatives and ways to better customize your portfolio. Here are three suggestions: 1. Look. 2. Understand. 3. Talk.
ISSN:0703-7732