Asset Liability Quarterly Monitor 2Q23

July 21, 2023 — This piece evaluates the asset and liability performance of a sample Pension Plan that maintains an asset allocation of 60% S&P 500, 5% MSCI EAFE, 30% Bloomberg Barclays Aggregate Bond, and 5% Cash. Liabilities returns are calculated using both the FTSE Pension Liability Index (Corporate) and a flat 7% ROA (Public/Multi-Employer).

  • DATE: July 21, 2023
  • TYPE: PDF
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Fixed Income Investment Strategy — July 2023

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