Since the wake of the financial crisis of 2008/2009, the funded statuses of public and private defined benefit plans continue to struggle. With limited capacity to absorb further capital losses, plan providers are seeking innovative solutions that manage draw-down risk and improve the health of their plans. QMA's US Market Participation Strategy—with its asymmetrical return profile and low correlation to other growth assets—provides an effective solution for addressing draw-down risk concerns and minimizing surplus volatility (while still seeking long term returns). By incorporating MPS in their growth assets bucket, plan sponsors have the potential to optimize the trade-off between improving funded status during normal markets and minimizing surplus volatility during equity bear markets.view more white papers
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