
Corporate Defined Benefit Plans and the Power of a Surplus
With an average funded status of 107% and over 50% seeing a surplus, corporate defined benefit (DB) plans enter 2026 as well-funded as they

With an average funded status of 107% and over 50% seeing a surplus, corporate defined benefit (DB) plans enter 2026 as well-funded as they

The December payrolls report released this morning represents the first clean view of the labor market since September. The BLS stated that the December

‘Tis the season of giving, especially in the United States. American individuals will probably donate more than $400 billion to charity this year, much
as an institutional asset manager
under management
employees
$298 billion in physical assets + $172 billion in derivatives notional value as of 12/31/2025.
David G. Eichhorn, CFA
Chief Executive Officer and Head of Investment Strategies
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