Cash Flow Matching
Corem ipsum dolor sit amet, consectetur adipiscing elit. Nunc vulputate libero et velit interdum, ac aliquet odio mattis. analysis and forward-looking insights that support real-time portfolio decisions.
Custom Approach
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Designed to Meet Long-Term Obligations
Our dedicated team of actuaries, credit researchers, and portfolio managers work collaboratively to construct portfolios that combine bonds and other carefully selected assets. The goal is to support the consistent payment of benefits, even during periods of market stress, while aligning with the evolving needs of plans as they mature. By integrating rigorous credit analysis, risk oversight, and forward-looking cash flow planning, we aim to provide clients with a resilient investment framework that balances stability, predictability, and long-term objectives.
Sources: Bloomberg, Barclays, Citigroup, Standard & Poor’s, Loomis Sayles. Analysts shown from 12/31/2000-12/31/2018
Charts are illustrative for presentation purposes only. Immunized solution is constructed using high yield corporate bonds with maturity less than 5 years to improve cash flow profile during initial years to benefit payments. Allocation relative to 12-year duration liability stream, discounted using Citigroup AA pension discount curve
Designed to Meet Long-Term Obligations
Our dedicated team of actuaries, credit researchers, and portfolio managers work collaboratively to construct portfolios that combine bonds and other carefully selected assets. The goal is to support the consistent payment of benefits, even during periods of market stress, while aligning with the evolving needs of plans as they mature. By integrating rigorous credit analysis, risk oversight, and forward-looking cash flow planning, we aim to provide clients with a resilient investment framework that balances stability, predictability, and long-term objectives.
Sources: Bloomberg, Barclays, Citigroup, Standard & Poor’s, Loomis Sayles. Analysts shown from 12/31/2000-12/31/2018
Charts are illustrative for presentation purposes only. Immunized solution is constructed using high yield corporate bonds with maturity less than 5 years to improve cash flow profile during initial years to benefit payments. Allocation relative to 12-year duration liability stream, discounted using Citigroup AA pension discount curve
Designed to Meet Long-Term Obligations
Our dedicated team of actuaries, credit researchers, and portfolio managers work collaboratively to construct portfolios that combine bonds and other carefully selected assets. The goal is to support the consistent payment of benefits, even during periods of market stress, while aligning with the evolving needs of plans as they mature. By integrating rigorous credit analysis, risk oversight, and forward-looking cash flow planning, we aim to provide clients with a resilient investment framework that balances stability, predictability, and long-term objectives.
Sources: Bloomberg, Barclays, Citigroup, Standard & Poor’s, Loomis Sayles. Analysts shown from 12/31/2000-12/31/2018
Charts are illustrative for presentation purposes only. Immunized solution is constructed using high yield corporate bonds with maturity less than 5 years to improve cash flow profile during initial years to benefit payments. Allocation relative to 12-year duration liability stream, discounted using Citigroup AA pension discount curve
Designed to Meet Long-Term Obligations
Our dedicated team of actuaries, credit researchers, and portfolio managers work collaboratively to construct portfolios that combine bonds and other carefully selected assets. The goal is to support the consistent payment of benefits, even during periods of market stress, while aligning with the evolving needs of plans as they mature. By integrating rigorous credit analysis, risk oversight, and forward-looking cash flow planning, we aim to provide clients with a resilient investment framework that balances stability, predictability, and long-term objectives.
Sources: Bloomberg, Barclays, Citigroup, Standard & Poor’s, Loomis Sayles. Analysts shown from 12/31/2000-12/31/2018
Charts are illustrative for presentation purposes only. Immunized solution is constructed using high yield corporate bonds with maturity less than 5 years to improve cash flow profile during initial years to benefit payments. Allocation relative to 12-year duration liability stream, discounted using Citigroup AA pension discount curve