US Pension Funds

US Pension Funds - Articles & White Papers

Academic and professional papers relating to U.S. pension plans (both DB and DC pensions). Amongst our most popular white papers for DB plan sponsors are those on the subject of reducing pension risk; particularly those on pension risk transfer, liability-driven investing (LDI) and de-risking strategies. More recently, research exploring the use of low volatility equity strategies to reduce risk have proved popular. Reports looking at the valuation methods and assumptions for North American pension plans have generated many views, while articles on delegated investment - outsourcing to fiduciary managers - have also been well received. On the DC pension side, our most popular papers have been those looking at the design of DC pensions, or the design of target-date funds and TDF glide-paths. White papers on US pension funds governance have also been popular. This section also contains a number of pension fund surveys.

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