Primer on Completion Portfolio Management

This whitepaper covers the role of a completion manager and how they assist in protecting funded status against changes in the level of interest rates and the shape of the yield curve. NISA offers their approach to completion portfolio management as well as implementation considerations.

The paper also discusses how to maintain the desired interest rate hedge versus the liability, how to minimize yield curve mismatch and how to align with the plan’s and liability’s spread exposure.

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