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        Insights for public and Taft-Hartley pension plans

        Liquidity matters

        The rise of private market allocations among public and Taft-Hartley pension plans has put a spotlight on liquidity management. From the illiquid nature of private market assets to the need to fund capital calls, plans today increasingly need to consider liquidity strategies within their portfolios.

        In this quarter’s newsletter for public and Taft-Hartley plans, we cover several important and timely topics for plans navigating liquidity challenges and opportunities.

        Learn more by downloading the full newsletter

        • Managing private market allocations: As public and Taft-Hartley plans allocate more to private assets, liquidity should be a key component of the risk assessment process. A holistic approach to liquidity can help guide plans as they manage the implementation of private market allocations.
        • Liquidity strategies for real assets: Public and Taft-Hartley plans look to real assets to provide diversification, enhance return potential, and reduce risk. Approaching real assets through a combination of public and private vehicles can help plans capitalize on these opportunities while maintaining the liquidity they need.
        • Our 2026 outlook for public and Taft-Hartley plans: Strong returns for growth assets and high fixed income yields provided a tailwind for plans in 2025. Dane Smith, head of North American Investment Strategy & Research, discusses whether that tailwind will last—and what challenges and opportunities may be on the horizon.
        Learn more

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