Pension Plan De-Risking: North America

Pension-De-Risking-North-America

AVAILABLE 2ND APRIL 2012

The first report whereby North American pension schemes and their company sponsors come together to discuss the value of de-risking and mitigating risk through investment plans, better management and an increased understanding of the exposures pension plans face.

Immunising liabilities through longevity hedging, liability driven investment and buying-out has been in existence for the past 4 years, however the North American market place has approached the adoption of new de-risking instruments on a much smaller scale than in the UK and Europe. With the ongoing uncertainty and fluctuating valuation of pension plans in North America, company sponsors are keen to reduce the risk of pension plan liabilities getting any bigger.

‘Pension de-risking; North America’ is a new report focused on setting de-risking plans though investment plans and better management, and educating the North American market place about the options available.

The report will cover a number of key issues including:

The future for North American pension plans and the economic scenario, mortality changes, inflation and interest rate outlook
Short term vs. long term risk mitigation and whether pension plans truly design their investment strategies to protect short-term whilst being exposed to benefits long term
The North American regulatory landscape & the changing accounting laws
The value of adopting a liability driven investment (LDI) strategy for your pension plan
Immunising liabilities through buying-out, buying-in and longevity hedging
Employing the appropriate technology for the management of risk
Assessing the various fixed-income options: treasury securities, infrastructure, real estate and alternative fixed income options
In-house management vs. outsourced expertise and whether an outsource provider can successfully manage the nuances of different pension plans

This will be an ideal opportunity for product and service providers active in the North American de-risking sector to promote their specific offerings and identify pension plans and corporate sponsors who are seeking a de-risking solution now.