Annual Corporate Pension Review - 2017
U.S. corporate pension plans in 2017 reached their highest funding levels since 2013. More sponsors may now seek to de-risk their plans with investment strategies that better match assets to their liabilities, likely driving demand for longer-term bonds. Learn more in Conning’s Annual Corporate Pension Review – 2017.
Asset TV Masterclass: Liability Driven Investing - May 2018
Liability driven investing is a popular choice for defined benefit pension plans. As the market environment, rate regime and tax codes change, how will these strategies navigate 2018? In this edition of Masterclass, four experts discuss how to understand the shifting landscape.
Pension Funded Status Tracker - April 2018
Funded levels for U.S. corporate pension plans rose in April, due to positive returns on growth assets and a decline in liabilities, and are up 3% from year-end 2017. Learn more about the trends and drivers in our April Pension Funded Status Tracker.
State of the States - Spring 2018
Conning maintains its declining outlook on U.S. state credit quality overall, and tax reform may worsen conditions in some cases, but there are bright spots. Our State of the States report May 2018 is the latest in our semi-annual analysis and ranking of all 50 states by credit quality.
Viewpoint: Combating Higher Volatility with a Managed Dividend Equity Strategy
Volatility’s return may add risk to insurers’ equity portfolios, but investing in an actively managed strategy of select high-dividend-paying equities may help insurers manage volatility more effectively than a broader passive indexed strategy.
Viewpoint: CLOs - A Unique Income Opportunity in a Rising Rate Environment
Fixed-income investors concerned that interest rates will rise might want to consider collateralized loan obligation (CLO) securities. CLOs feature floating interest rates, which may help hedge against rising market interest rates.
Pension Funded Status Tracker - March 2018
Funding levels are up at the end of Q1 versus year-end 2017 for U.S. corporate DB plans, but off from their January highs. Learn more about the drivers in our March Pension Funded Status Tracker.
Key Facts - March 2018
Conning (www.conning.com) is a leading investment management firm with a long history of serving the insurance industry. Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.
Pension Funded Status Tracker - February 2018
February’s global equity market retreat led to slightly lower funding levels for U.S. corporate DB plans. However, given the improvement in plan funding since the end of 2017, sponsors may want to consider reducing their asset-liability mismatch. Learn more in our February Pension Funded Status Tracker.
Conning/ACLI Webinar: The Tax Plan Giveth - And Taketh Away: A Tax-Reform Primer For Insurers
The Tax Cut and Jobs Act is expected to have a significant impact on the tax-sensitive industry of insurance. It is a critical time for insurers to hone their understanding of the latest twist in a business environment that continues to evolve.