January 2, 2015
Pension experts from Sibson Consulting and investment experts from Segal Rogerscasey collaborated on the latest issue of Spotlight, which discusses dynamic asset allocation as a pension "de-risking" strategy and is intended for financial professionals. As a plan's funded status improves, dynamic asset allocation gradually reduces the plan's allocation of "return-seeking assets" and increases the allocation to "liability-hedging" assets.
This Spotlight outlines a number of elements to a dynamic asset allocation that require thoughtful consideration on the part of the plan sponsor and notes some of the decision points the sponsor will face in implementing a dynamic-asset-allocation strategy.
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