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        Insights for Public and Taft-Hartley Pension Plans Investing in Uncertain Times

        Pension plans face significant challenges in early 2025. In particular, they need to find ways to maintain liquidity and manage funding ratios amid volatile stock markets and fluctuating Treasury rates.

        In this quarter’s newsletter for public and Taft-Hartley plans, we cover several important and timely topics for plans navigating today’s uncertain market environment.

        Learn More by Downloading the Full Newsletter

        • Managing liquidity in the face of market volatility: To meet recurring benefit payments, Public and Taft-Hartley pension plans must carefully manage liquidity risks related to volatile markets and allocations to illiquid private market investments.
        • The fundamental importance of strategic asset allocation: A disciplined approach to asset allocation helps prevent reactive tactical changes during market swings, supports higher funding ratios for public plans, and helps Taft-Hartley plans address funding shortfalls amid regulatory pressures.
        • Expert insights on diversification and funding: Leaders from State Street emphasize diversification as a key strategy to manage uncertainty, discuss managing funding ratios amid volatility, and suggest fixed income portfolio strategies to enhance returns and diversification.
        Learn More

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