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Liability Driven Investing (Part One): Why LDI Matters, Especially Today
In Part One of a new series titled Manage Complexity, Deliver Clarity, François Hélou, CFA, Director, Head of Balance Sheet Solutions Sales at BMO Global Asset Management, shares his expertise on Liability Driven Investing (LDI). He explains how adopting a risk-management approach to investments both enhances the long-term sustainability of Canadian Defined Benefit pension plans (“DB plans”) and mitigates the impact that declining long-term nominal rates and equity market volatility have on their funding.
- Research (PDF): Advisors Forum. Group Retirement Savings Roundtable
- Research (PDF): Pension Plans Facing a Market Downturn in the Last Quarter of 2018
- Article: Jack Bogle
- Article: Move Over 2018
- Article: 2019: A Year For Better Or Worse?
Lessons from across the pond DC plans in the US and the UK
Published By: Eversheds Sutherland | 12/02/2018
As in many areas, when it comes to saving for retirement the US and UK share a number of things in common. Although both countries have a history of DB plans, these are now predominantly legacy arrangements with most closed to new participants and, in many cases, future accrual also. Read More
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