Webinar recording: Funding ratio attribution for asset owners under higher interest rates

Rising interest rates over the past five years have significantly improved the funding and solvency positions of many pension funds and insurance companies, leaving asset owners in one of their strongest positions since the global financial crisis.

This has encouraged many to pursue new investment opportunities that align with a higher risk appetite. Asset owners are therefore enhancing reporting to provide deeper insights into the drivers of improved funding and solvency positions, helping stakeholders identify underlying risks across the investment cycle.

Watch our webinar to learn how to develop a funding/solvency attribution framework that encompasses a comprehensive view of the fund’s performance, from actuarial valuations through to the current investment landscape.

Topics covered:

An overview of an overarching framework that enables asset owners to decompose and understand changes and the associated drivers in funding and solvency positions
A practical example demonstrating how the framework can be applied
Key considerations, challenges, and obstacles associated with implementation

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