It is common practice for pension funds to regularly carry out an Asset Liability Study. However, this also implies that if there is a major change in financial markets between studies there is no insight on how this affects the outcome of the previous ALM study. To tackle this, the concept of Risk Navigator allows pension funds to monitor on a quarterly basis how the main fund objectives have changed and whether any policy changes or actions are required. This session will discuss how regular monitoring allows funds to prepare for possible year end contribution increase/decrease, re-balance decisions, etc.
Richard Liu, Senior Director, Research and Strategy, HOOPP
PieterWijnhoven, Managing Director, Ortec Finance Canada Inc.