Overview

Suite of high-quality credit strategies customized to pension plans' needs for duration exposure to match liabilities.

Objective

Process

Strategy

Suite of strategies can help pension plans lock in funding improvements and support glidepath to full funding.

Fundamental credit research and relative-value analysis drive sector and security selection. Risk management integrated throughout process. Allocations monitored for rebalancing as plan funding levels improve.

Plans select from among four high-quality, maturity-targeted credit strategies to match liability profiles: 1-5 year, 5-15 year, 15-25 year and 25-year+. Conning can also develop customized LDI strategies.

Objective

Suite of strategies can help pension plans lock in funding improvements and support glidepath to full funding.


Process

Fundamental credit research and relative-value analysis drive sector and security selection. Risk management integrated throughout process. Allocations monitored for rebalancing as plan funding levels improve.


Strategy

Plans select from among four high-quality, maturity-targeted credit strategies to match liability profiles: 1-5 year, 5-15 year, 15-25 year and 25-year+. Conning can also develop customized LDI strategies.


Risks: Investments subject to issuer’s ability (or perceived ability) to make scheduled payments. May lose value if interest rates rise and impact on (Read More...)
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