Annual Meeting Investments Sessions

209 - Pension Investing in a Changing World

The evolving capital market outlook and interest rate environment pose new challenges to pension plans. How are plan sponsors applying liability-driven investment strategies in the current environment? How are emerging asset classes such as alternatives being used to improve risk/reward performance? The panel reviews case studies on how plan sponsors navigate these challenges, using tools such as efficient frontiers, asset segmentation, hedge ratio targets, futures overlays, and glide paths.
Credits:
CPD Credit: 1.50
EA Non-Core Credit: 1.50
EA Formal Credit: 1.50

509 - Whither Go Return Expectations?

Capital market model return expectations took a nose-dive over the past year or two due to historically low interest rates and historically high pricing levels. But now capital markets are shifting again, and rather dramatically, with runaway inflation and the monetary policy shift aimed at controlling it. How is all this turbulence affecting retirement program financing? What about individuals trying to fund their own retirements?
Credits:
CPD Credit: 2.00
EA Non-Core Credit: 2.00
EA Formal Credit: 2.00

709 - The Macroeconomics of Aging

Populations are aging in most countries around the world. Analysts generally view this demographic trend as a cause for slowing economic growth and increased net savings, which combined to drive down the equilibrium level of interest rates. At some point, though, this demographic impact may shift as an increasing number of retirees spend down their accumulated assets. What are the implications for retirement funding? Increasingly mature pension plans, with greater reliance on trust fund returns, will need to address a continuously evolving array of capital market challenges.
Credits:
CPD Credit: 1.50
EA Non-Core Credit: 1.50
EA Formal Credit: 1.50