Ian Spencer

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2024

16 min

Whitepaper

2025-11-30

Asset allocation Liability-driven investing Regulatory iStrat program Strategic allocation Multi-asset Private pension (DB) Public pension (DB) Whitepaper iStrat

Setting ROAs for 2024: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2023

Whitepaper

2024-12-31

Multi-asset Climate Inflation Liquid alternatives & hedge funds iStrat Strategic allocation Article Sustainable investing

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

event April 2023

Article

2024-04-03

Portfolio strategy Strategic allocation Private investing Private Investing Program iStrat Venture capital Private equity Manager selection Article

Sizing private-market allocations: part one

Our multi-asset experts explore three key components of sizing private market allocations, offering a framework to evaluate the capacity to take on illiquidity, the need for excess return, and the ability to consistently source 'good' investments.

Multiple authors

event February 2025

8 min

Article

2026-02-28

LDI Alert Macro and market Asset allocation DB Private Program Private pension (DB) iStrat Multi-asset Strategic allocation Liability-driven investing Article

Flipping the script: Our updated market outlook and the derisking/rerisking decision

Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.

By

Amy Trainor, FSA

Ian Spencer

event February 2025

6 min

Article

2026-02-28

Liability-driven investing Strategic allocation Regulatory DB Private Program Multi-asset Whitepaper iStrat

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2024

16 min

Whitepaper

2025-11-30

Asset allocation Liability-driven investing Regulatory iStrat program Strategic allocation Multi-asset Private pension (DB) Public pension (DB) Whitepaper iStrat

Setting ROAs for 2024: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2023

Whitepaper

2024-12-31

Multi-asset Climate Inflation Liquid alternatives & hedge funds iStrat Strategic allocation Article Sustainable investing

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

event April 2023

Article

2024-04-03

Portfolio strategy Strategic allocation Private investing Private Investing Program iStrat Venture capital Private equity Manager selection Article

Sizing private-market allocations: part one

Our multi-asset experts explore three key components of sizing private market allocations, offering a framework to evaluate the capacity to take on illiquidity, the need for excess return, and the ability to consistently source 'good' investments.

Multiple authors

event February 2025

8 min

Article

2026-02-28

LDI Alert Macro and market Asset allocation DB Private Program Private pension (DB) iStrat Multi-asset Strategic allocation Liability-driven investing Article

Flipping the script: Our updated market outlook and the derisking/rerisking decision

Members of our LDI Team share an unusual outlook for equities and bonds and explain what it could mean for US corporate pension plans contemplating either derisking or rerisking moves from here.

By

Amy Trainor, FSA

Ian Spencer

event February 2025

6 min

Article

2026-02-28

Liability-driven investing Strategic allocation Regulatory DB Private Program Multi-asset Whitepaper iStrat

Setting ROAs for 2025: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2024

16 min

Whitepaper

2025-11-30

Asset allocation Liability-driven investing Regulatory iStrat program Strategic allocation Multi-asset Private pension (DB) Public pension (DB) Whitepaper iStrat

Setting ROAs for 2024: A guide for US corporate and public plans

How are pension plans adjusting their ROA assumptions? And how do those assumptions line up with our long-term capital market assumptions? Find out in this annual update.

Multiple authors

event November 2023

Whitepaper

2024-12-31

Multi-asset Climate Inflation Liquid alternatives & hedge funds iStrat Strategic allocation Article Sustainable investing

Integrating climate change into capital market assumptions: our approach and findings

Members of our Investment Strategy team explain how they are incorporating climate-related inputs, including physical and transition risks, into their capital market assumptions and outline the impact of these changes at the asset-class level.

Multiple authors

event April 2023

Article

2024-04-03

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