Defined Benefit Pension Consulting Posts

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Strong Beta. Weak Alpha

March 25, 2026
Investment Brief

This analysis focuses on where index leadership was strongest and why that mattered for relative performance. Index returns are evaluated in the context of active ...

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2026 Pension and Benefit Statistics

January 14, 2026
Articles, Special Notice

This Special Notice provides a handy reference guide to pension and benefits rates and statistics for 2026.

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Artificial intelligence on the investment landscape

December 9, 2025
Investment Brief

Artificial intelligence is transforming the investment landscape, offering powerful tools for forecasting, risk assessment, and decision-making. As AI adoption accelerates, institutional investors are exploring how ...

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Putting defined benefit surplus to good use

November 25, 2025
Insights

Strong market returns and rising interest rates have left many defined benefit (DB) pension plans in surplus, presenting sponsors with both opportunity and uncertainty. While ...

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Pensions 101: Key Concepts for New Trustees

November 18, 2025
Events

Join us for a virtual trustee training seminar designed to help new and newly appointed pension plan trustees understand their roles and responsibilities. This session ...

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Low volatility equities: A closer look at the numbers

September 16, 2025
Investment Brief

In 2025, as global equity markets faced renewed turbulence, low volatility equities emerged as a standout performer, delivering strong returns with significantly reduced risk. This ...

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