LONG GOVERNMENT/CREDIT
LONG CORPORATE/
LONG CREDIT
LONG CUSTOM
MARKET-BASED
CUSTOM LIABILITY CASHFLOW
COMPLETION
& OVERLAYS
MARKET BENCHMARK BASED
CUSTOM SOLUTIONS
Bloomberg Barclays
U.S. Long
Government/Credit
Index
Long Duration (Government/Credit) Composite
U.S. Corporate Fixed Income (Long
Duration) Composite
Long Duration
(Custom) Fixed Income Composite
Traditional
Immunized
Composite
Bloomberg Barclays
U.S. Long
Corporate Bond Index
Bloomberg Barclays
U.S. Long
Credit Index
Sub-components of
market indices, weighted to reflect liability market characteristics
Plan's estimated benefit payments discounted at:
- Actuarial Discount Curve
- Treasuries plus OAS
- Swaps plus OAS
Custom benchmark designed to target a specific interest
rate risk objective
$9.4
Billion
$38.6
Billion
$9.3
Billion
$13.4
Billion
$4.1
Billion*
2008
2008
1998
1992
N/A
AUM
TYPICAL BENCHMARK
INCEPTION
INCEPTION
$9.4 Billion
AUM
Bloomberg Barclays U.S. Long
Government/Credit Index
TYPICAL BENCHMARK
Long Duration (Government/Credit) Composite
LONG
GOVERNMENT/CREDIT
MARKET BENCHMARK BASED
Click through to learn about our ESG Corporate Credit Analysis, ESG Sovereign Analysis, and ESG Securitized Products Analysis
1998
STRATEGY INCEPTION**
2008
COMPOSITE INCEPTION
STRATEGY INCEPTION**
COMPOSITE INCEPTION
STRATEGY INCEPTION***
COMPOSITE INCEPTION
COMPOSITE INCEPTION
COMPOSITE INCEPTION
1998
2003
2003
INCEPTION
$38.6 Billion
AUM
Bloomberg Barclays
U.S. Long Corporate Bond Index
TYPICAL BENCHMARK
U.S. Corporate Fixed Income
(Long Duration) Composite
LONG CORPORATE/
LONG CREDIT
MARKET BENCHMARK BASED
Bloomberg Barclays
U.S. Long Credit Index
Click through to learn more.
STRATEGY INCEPTION***
2008
COMPOSITE INCEPTION
1998
COMPOSITE INCEPTION
$9.3 Billion
AUM
Sub-components of
market indices, weighted to reflect liability market characteristics
TYPICAL BENCHMARK
Long Duration (Custom)
Fixed Income Composite
LONG CUSTOM
MARKET-BASED
CUSTOM SOLUTIONS
MARKET BENCHMARK BASED
Click through to learn more.
1992
COMPOSITE INCEPTION
$13.4 Billion
AUM
Plan's estimated benefit payments discounted at:
TYPICAL BENCHMARK
Traditional Immunized
Composite
CUSTOM LIABILITY
CASHFLOW
CUSTOM SOLUTIONS
- Actuarial Discount Curve
- Treasuries plus OAS
- Swaps plus OAS
Click through to learn more.
N/A
COMPOSITE INCEPTION
$4.1 Billion*
AUM
TYPICAL BENCHMARK
COMPLETION
& OVERLAYS
CUSTOM SOLUTIONS
Custom benchmark designed to target a specific interest
rate risk objective
Click through to learn more.