Fusione di un Superannuation fund
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Scopri come Russell Investments ha aggiunto valore grazie alla trasparenza sui costi e riducendo al minimo l’out-of-market risk durante la liquidazione di due portafogli azionari europei a bassa capitalizzazione.
Asset-liability study
We set the specific liability hedge ratio for the LDI strategy based on key rate durations and sponsor desire to minimize interest rate risk and credit risk.
Risk minimization
Monitoring of funded status and key performance reporting statistics of the pension plan delivered in the Pension Report Card.
Pension Report Card
Monitoring of the holdings-level risk relative to the plan liability through our Surplus Risk Tool (SRT), which calculates the Value at Risk (VaR) and stress scenarios for pension plans.
Risk monitoring
Using knowledge gained from our 30+ years as an investment manager
CASO 1
Using knowledge gained from our 40+ years as consultants with major pension plans
CaSO 3
Using our team of experienced and credentialed professionals
Minimizzare costi e rischi è sempre importante, ma in una complessa fusione di due fondi pensione, che coinvolge più di 15 controparti, una solida piattaforma di project management e una completa trasparenza possono essere altrettanto rilevanti.
Manager research
We utilize a combination of Target Duration LDI, Treasury STRIPS, long government/credit, and derivative exposures (as appropriate) to construct a portfolio suited to meet an individual plan sponsor's liability hedging goal.
Portfolio construction
As one of the largest providers of derivative overlays, we have the ability to provide additional flexibility in LDI considerations. We are capital efficient in our hedging strategies which keeps more of your physical dollars working harder in other asset classes.
Derivative overlays
Funds and portfolios are managed dynamically to take advantage of and respond to market opportunities.
Flexibility
We serve as LDI completion manager as needed to provide oversight of third-party managers and seek to provide effective implementation of target strategies.
Implementation partner
Un gestore con ampie competenze di implementazione nel transition management, nell’asset management ad interim, nei servizi di overlay e nei cambi valutari può agire come un'estensione del team del cliente, migliorando la gestione del rischio e consentendo al cliente di concentrarsi maggiormente sulle questioni di investimento e meno sull’operatività quotidiana.
Tenure & experience
In-depth knowledge of regional pension regulations and environment
Regional savvy
Crucial knowledge of plan design and the impact on strategy and investments (different management strategies for open pension plans vs. closed or frozen plan design, cash balance plans, etc.)
Expert investors
Liquidazione di un portafoglio azionario illiquido
CASO 2
Partner di implementazione dedicato
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