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Required Return: A Framework for Setting and Achieving Pension Objectives
J.P. Morgan Asset Management 
May 30, 2019 "[T]he first step toward success in managing pension portfolios is to clearly identify the plan's ultimate objective (e.g., managing the plan in perpetuity, or partial or full termination) and to translate that objective into a measurable goal ... [This article describes] a required return and surplus volatility framework that can assist plan sponsors in shaping their asset allocations to help them achieve plan objectives." MORE >> |
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