J.P. Morgan Asset Management has more than 50 years of experience managing corporate assets to provide investment and cash management, advisory services, and asset allocation strategies to pension fund clients.
Addressing challenges to pension fund management
Improving funding ratios for corporate plans in today’s ever-changing market and economic climate requires a strong understanding of plan assets and liabilities, as well as re-risking strategies. Although the average 60/40 pension plan gained 11.6% last year, the same typical pension plan saw liabilities increase 10.7%, resulting in only a moderate increase in funded status.¹
As corporate pension specialists with expertise in asset and liability management and risk assessment, J.P. Morgan Asset Management seeks to:
- Consider portfolio behavior and best hedging assets for inflation scenarios
- Re-examine the benefits of traditional fixed 60/40 allocations as funding ratios evolve
- Manage the volatility of funding ratios given equity and fixed income markets
- Focus on de-risking strategies
Note: As of December 31, 2010 ¹ J.P. Morgan estimates using S&P 500 and Barclays Long Credit Index.
Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com