Private pension (DB)

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 Multi-asset Strategic allocation DB Private Program iStrat Private pension (DB) Article

LDI in 2025: Ten questions corporate plan sponsors are asking

Members of our LDI Team address a range of topics that US corporate plans will be thinking about this year, from pension funding and accounting issues to portfolio diversification opportunities.

By

Amy Trainor, FSA

Ryan Randolph

event January 2025

12 min

Article

2026-01-31

Forked road in St. James Gardens, Liverpool. St James's Cemetery is an urban park behind the Liverpool Cathedral. This photo symbolise a choice between two different paths. Diminishing perspective point of view..

Liability-driven investing Risk management Tactical allocation iStrat Private pension (DB) Multi-asset Article

Why more corporate plans should pass on pension risk transfers

LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.

By

Amy Trainor, FSA

event October 2024

5 min

Article

2025-11-30

Private investing iStrat Strategic allocation Private pension (DB) Article Private credit Americas Liability-driven investing DB Private Program

Private placements: A primer for corporate DB plans preparing to derisk

With many corporate DB plans exploring derisking opportunities, Portfolio Manager Elisabeth Perenick and Multi-Asset Strategist Amy Trainor discuss the potential role that private investment-grade credit, or private placements, could play and consider common questions about liquidity and allocation sizing.

By

Elisabeth Perenick, FSA, CFA

Amy Trainor, FSA

event August 2024

9 min

Article

2025-08-31

Fixed income Liability-driven investing Asset allocation DB Private Program Private pension (DB) Strategic allocation Whitepaper iStrat

The evolution of derisking: Assessing new and time-tested liability-hedging ideas

As defined benefit plans contemplate the best path to their eventual “end state,” members of our LDI team update their liability-hedging research with a blend of traditional benchmark ideas and new opportunities to capitalize on changing market conditions and a broader investment universe.

By

Amy Trainor, FSA

Jacqueline Yang, CFA

event July 2024

22 min

Whitepaper

2026-06-30

Active management Currency Fixed income Macro and market Euro High Yield Global Credit Plus Global High Yield Global Impact Multi-Sector Credit Opportunistic Fixed Income Corporate cash Defined contribution (DC) Distribution Private pension (DB) Public pension (DB) Sovereigns Subadvisory Union (Taft Hartley) Article

Currency interventions — here to stay?

Marco Giordano and Danielle Wei discuss the growing risk of large-scale currency interventions and what investors can do to prepare for the associated risks and opportunities.

By

Marco Giordano

Danielle Wei

event June 2024

4 min

Article

2025-06-30

Liability-driven investing Equity Private pension (DB) iStrat Factor solutions Multi-asset Strategic allocation Factors iStrat program Article

Using defensive equities in a return-seeking portfolio: A factor framework for corporate plans

Members of our LDI and Fundamental Factor teams share their views on defensive equity investments, including their role in a plan's portfolio and the current environment for defensive factors.

By

Tom Simon, CFA, FRM

Amy Trainor, FSA

event March 2024

Article

2025-03-31

Sustainability Biodiversity Climate Public pension (DB) Private pension (DB) Distribution Multi Single Balance sheet Discretionary Union (Taft Hartley) Climate Market Neutral Climate Strategy Sustainable investing Article

Why sustainable food systems matter to investors

Our climate research expert explores insights from our joint work with Woodwell Climate Research Center on the pivotal relationship between food systems and biodiversity and highlights potential investment opportunities.

By

Christopher Goolgasian, CFA, CPA, CAIA

event October 2023

Article

2024-09-30

Liability-driven investing Portfolio construction Multi-asset iStrat Private pension (DB) Article Strategic allocation Liquid alternatives & hedge funds

Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach

Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.

By

Amy Trainor, FSA

Jeremy Forster

event June 2023

Article

2025-06-30

Small-cap Value vs growth Asset allocation Public pension (DB) Private pension (DB) Defined contribution (DC) Equity Article Endowments & foundations

Small-cap value: Strong past, bright future?

While equity markets have had a challenging recent past, history teaches us that there may be several reasons to be optimistic about small-cap value.

Multiple authors

event January 2023

Article

2024-01-31

Japan Volatility Monetary policy Private pension (DB) Retirement Interest rates Quick Take

Could Japan face a UK-style pension crisis?

Investment Director Masahiko Loo explores the risks of Japan facing a UK-style pension crisis and identifies fundamental reasons that make Japanese pension funds inherently less vulnerable.

By

Masahiko Loo

event January 2023

Quick Take

2024-01-31

Volatility Inflation United Kingdom Defined contribution (DC) Distribution Public pension (DB) Private pension (DB) Article

After the UK sell-off: what’s next for global markets and investors?

Co-Head of Investment Strategy Natasha Brook-Walters and Head of Macro Strategy John Butler discuss the implications of the recent sell-off in UK markets for global markets and investors.

By

Natasha Brook-Walters

John Butler

event October 2022

Article

2022-12-30

Wellington Alternative Investments

Contact us

Explore our insights

Asset class

Key Topics

Formats

2025 Investment Outlook

Asset class

Investment Solutions

Sustainable Investing

Stewardship Principles

Investment Solutions

Corporate Sustainability

About us

Contact Us

Media & press

Unique Perspectives

Careers

Private pension (DB)

legal Information

follow us

Enjoying this content?