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Understanding Asset Classes

…willing to accept the risk of not keeping up with inflation; or to balance a more aggressive portfolio. WHAT ARE ASSET ALLOCATION FUNDS? Strategy, or Asset Allocation funds, buy more than one asset category to reduce risk through diversification. As stock prices and bond interest…

Target Date Funds

…profile. Target date funds offer diversification across multiple asset classes, are adjusted annually to a more conservative mix of investments as the target retirement date approaches and have a set asset allocation strategy. This takes the guesswork out of the mix for the participant. The…

Navigating the New Defined Benefit Pension Plan Landscape

…market rates, the real funding shortfall will decrease as interest rates rise further. So what is the best strategy for investing your defined benefit plan assets? There are two approaches: the total return investment strategy, and the liability-driven investment strategy. The first, more typically seen…

Portfolio Rebalancing in the Recent Market Environment

asset allocation and quantitative stock screening for mutual fund products. Prior to Mr. Slade’s tenure at Citigroup, he was an Investment Manager at NYNEX Asset Management (now Verizon). At Verizon, Mr. Slade was responsible for asset allocation and planning for its $15 billion Defined Benefit…

Asset Allocation

Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation – What’s The Right Asset Allocation For You? It’s All About the Asset Allocation Mix…

Pensions, Retirement and Markets: 5 Questions for 2018

…the Investment Department and became Director-Investments in January 2013. He is responsible for managing over $1 billion in internal bond portfolios and providing asset/liability studies, analytics and product strategy for Pentegra’s Defined Benefit and Defined Contribution Plans. Mr. Slade is also a frequent contributor of…

How Does A Cash Balance Plan Work?

…the sum of the annual participant account allocations. For example, an overfunded plan may have no required employer contributions for a given year, despite the current year allocations. Although allocations are credited to individual hypothetical accounts, actual plan assets are commingled for investment purposes. Since…

Plan Audits

…Labor also requires small plans who have less than 95% of their assets in “qualifying assets” to obtain an audit, unless those assets are adequately covered by an ERISA fidelity bond. A qualifying plan asset is generally one that is easily transacted on a public…

Asset Allocation

Asset Allocation Think of asset allocation as the starting point for building your portfolio. Learn more about asset allocation and how it’s key to building your investment strategy. Asset Allocation: Make It The Secret of Your Success What’s The Right Asset Allocation For You? Asset

BOLI– Why the Benefits Outweigh the Concerns

…reported that the number of banks with more than $10 billion in assets holding BOLI increased 9.6 percent, and their BOLI assets increased 4.9 percent to $128.6 billion. The number of BOLI holders, and BOLI asset totals, also increased for banks with $1 billion to…

Bond Fund Investing 101

A blog by Scott Stone, CFA, FLMI Senior Vice President & Chief Investment OfficerBonds can be an important component of a portfolio’s asset allocation strategy. Understanding the nuances among the different types of bonds and the role they play in portfolio composition is key in…

Anchoring and Your Retirement Savings Strategy

…auto escalation of contributions and target date or managed funds—all of which can make saving simpler for participants and help them potentially avoid psychological pitfalls such as anchoring that can sabotage sound investment practices. One other key to a good savings and investment strategy is…