Wednesday, July 8, 2020

WEBINAR REPLAY | Controlled Acceleration: Using Derivatives to Manage Pension Plan Risk, Return & Liquidity

TEXPERS Staff Report

The COVID-19 pandemic is introducing market forces and volatility that will inevitably affect the long-term health of your pension fund.

Now is the time to consider tools to manage the crisis that do not require a wholesale change to your asset allocation and manager line-up.

> WATCH THE REPLAY: Controlled Acceleration Webinar.

Key Points from the Presentation:

  • Pandemic will most likely increase challenge pension sponsors will need to manage in future
    • Increasing negative cash flow 

    • Volatile market returns

  • This will put more pressure on need for investment returns
  • Traditional asset allocation approaches haven’t kept up by and large
  • Different approach needed to manage risk, liquidity needs and return needs
  • A structured equity approach can help manage those three needs
  • Provides ability to customize to the plan’s needs and risk tolerances
    • Can manage at the portfolio level vs. a portion of the plan
    • Custom designed
    • Can allow for increased liquidity

During the webinar, you'll hear from:
Ross Clary [Moderator]
Senior Advisor
River & Mercantile
Thomas J. Cassara [Panelist]
Managing Director
River & Mercantile
Masroor Ahmad [Panelist]
Managing Director
River & Mercantile

Presenting Sponsor:

Live Webinars and On-demand Replays

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