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With pension plan de-risking becoming a major focus for U.S. based corporations, government entities and not-for-profit organisations, the need to better understand the path your peers or clients are taking to full de-risked status grows more important. Combined with this, the market environment since the beginning of the year has grown more volatile putting pressure on plans to protect their downside whilst not missing out on asset growth opportunities.

The U.S Pension De-Risking – Plan Sponsor Insight survey collected the views of 100 finance directors, treasurers and pension plan managers from across the United States to assess how attitudes towards the macro environment, individual asset classes and buy-in and buy-out structures is evolving.

Pension plan or pension sponsor group representatives may request a FREE copy of the U.S Pension De-Risking – Plan Sponsor Insight survey. Get in touch with us using your corporate email address to request your free copy.

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SECTION 1

1.1 FOREWORD:

The De-Risking Landscape – what should plan sponsors be considering in the current environment?

Contributors:

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

SECTION 2

2.1 SURVEY RESULTS

SECTION 3

3.1 ROUNDTABLE:

User Survey Analysis

Moderator:

Noel Hillmann, Managing Director, Clear Path Analysis

Contributors:

  • 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

François Pellerin

LDI Strategist, Fidelity Institutional Asset Management

Dan Tremblay

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

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

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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:

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

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 15,000 members, including pension funds, asset owners, investment managers and investment consultants.