Authored by: Kelly Jensen

Right-Sizing Private Investments for the Evolving Pension

Most defined benefit plans–including public, multi-employer, and even frozen corporate plans–can benefit from private investment (PI) strategies. Despite this, many plan sponsors still abruptly cut off PI commitments or do not optimize their usage as the plan matures. This paper explores how plan sponsors should utilize PI strategies within their toolkit and customize their composition over time to reflect a plan’s evolving goals.