Posts Tagged ‘asset allocation’

How do you figure out how well your asset mix is diversified, and not too heavy in one area – like stocks? Seasoned investors are used to spreading risk across multiple investments, such as stocks, bonds and commodities.  Professionals, however, take it a step further: measuring “correlations.” Understanding Correlations Without getting too technical, assets with…

Shifts in DB Plans Defined benefit plans are undergoing a strategic transformation. Many sponsors are now enjoying improved funded statuses, largely due to robust equity performance and a prolonged high-interest-rate environment. This shift presents a crucial inflection point for plan management. The core driver of today’s de-risking efforts lies in the mathematical interplay between plan…