Perspectives Contributor:

Richard R. Ratkowski, CFA

August 5, 2021

LDI Takes Center Stage For Some Multiemployer Plans

Executive Summary On Friday, July 9th, the PBGC released the interim final rules regarding the...

May 17, 2021

Much Needed Multiemployer Financial Assistance: But Don’t Count On 30 Years

Executive Summary The Special Financial Assistance (SFA) provisions of Sec. 9704 of the American Rescue...

July 2, 2020

The Dynamic Duo: Interest Rate Levels and Volatility

To download a PDF version, please click here. When volatility increases for a particular market...

May 14, 2020

What a Difference a Decade Makes!

To download a PDF version, please click here. While the COVID-19 crisis is certainly new...

April 7, 2020

Are Static Hedge Ratios Really Static?

To download a PDF version, please click here. Authors’ note: The timing of this piece...

April 15, 2019

Two Alternatives in the End-state

To download a PDF version, please click here. Many plan sponsors find themselves in the...

January 22, 2019

Investing in Alternatives: What’s Trending

To download a PDF version, please click here. While we have seen shifts from active...

October 24, 2018

Implementing Your Beta

To download a PDF version, please click here. When envisioning any new strategy, it is...

September 25, 2018

Rebuilding Beta

To download a PDF version, please click here. In our previous post, we outlined a...

September 7, 2018

Breaking Down Your Beta

To download a PDF version, please click here. Like visiting the doctor periodically, it is...