Optimal Decumulation Strategies (Amundi)
A new decumulation strategy, the “Success Rate Optimiser”, sets out income needs in advance and uses a dynamic…
Pension Funds
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Voice of the Asset Owner Survey 2025: Qualitative Insights (Morningstar Indexes)
Morningstar's Voice of the Asset Owner Survey is now entering its fourth year. This year’s qualitative phase…
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Corporate DB Did Better than You Think During Recent Volatility (Fidelity Investments)
Many defined benefit plans fared better than you might expect during April’s extreme market volatility. Using the…
Public Pension Funding Index May 2025 (Milliman)
Despite significant market turmoil, public pensions funded ratio remains steady compared to prior month and sits…
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