
Multiemployer Magic — Using Tomorrow’s SFA Funding Today
For multi-employer plans yet to receive Special Financial Assistance, it is possible to use the assets you will have tomorrow with the assets you have today.
For multi-employer plans yet to receive Special Financial Assistance, it is possible to use the assets you will have tomorrow with the assets you have today.
Funding rules originally intended to provide contribution relief for corporate pension plans are now having the exact opposite impact, leading to tough decisions for many plans.
Partial annuity buyout transactions (PRTs) inherently pit two groups of participants against one another – those in the transaction and those remaining within the plan. Fortunately, publicly available bond market data can help measure the potential harm to each group.
as an institutional asset manager
under management
employees
$249 billion in physical assets + $220 billion in derivatives notional value as of 09/30/2023.
$18.3 billion in repurchase agreement notional and underlying assets are reported in both physical assets and derivatives notional value under management.
David G. Eichhorn, CFA
Chief Executive Officer and Head of Investment Strategies
NISA was the recipient of the Coalition Greenwich Quality Leader in U.S. Institutional Management Services in 2022. This was the ninth consecutive year in which NISA has received such recognition. Coalition Greenwich noted that firms receive this recognition for “delivering superior levels of client service that help institutional investors achieve their investment goals and objectives.” Coalition Greenwich interviewed institutional investors for corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.
Source: 2022 Rankings were announced by Coalition Greenwich on February 23, 2023. Between February and November of 2022, Coalition Greenwich conducted interviews with 727 institutional investors from 590 of the largest tax-exempt funds in the United States. No compensation was paid by NISA in connection with obtaining or using this ranking. NISA was one of four 2022 recipients. Rankings do not represent any one client’s experience because they reflect an average of experiences of clients who chose to participate. Visit www.greenwich.com for more details, including past rankings and methodology.
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NISA Investment Advisors, LLC is an independent, employee owned investment management firm. We focus on risk-controlled asset management for large institutional investors.
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