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Two Alternatives in the End-State
NISA Investment Advisors Link to more items from this source
Apr. 15, 2019

"Many plan sponsors find themselves in the fortunate position of approaching the end of their plan's glidepath.... Two primary 'in-plan' hibernation alternatives have emerged: completion and 'custom credit' programs. [1] [A completion program] ... typically retains traditional active managers against published benchmarks and adds a completion manager who uses U.S. Treasuries and interest rate derivatives to keep plan-wide exposures on target across interest rate and yield curve movements. [2] 'Custom credit' ... uses investment grade credit securities and seeks to hedge the market exposures of a liability without relying on published bond indices.... [This article] provides some guidance around when one may be preferred over the other."

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