Home Louis Martel

3 steps to consider before adding alternatives

Alternative asset classes include investments that don’t fall under the umbrella of either a stock or a fixed income portfolio. Examples include direct real estate, direct infrastructure, private equity, private debt, hedge funds and commodities.

  • February 7, 2014 September 13, 2019
  • 07:00

7 steps to de-risking your pension plan

The 2008 financial crisis jeopardized the funding ratio (i.e., the ratio of assets to liabilities) of most DB pension plans, forcing plan sponsors to inject money or cut benefit provisions—or both. Plan sponsors now want greater certainty about their funded status. That’s where liability driven investing (LDI) makes sense and why it will become a […]

  • August 11, 2011 September 13, 2019
  • 13:33