Article: Investment banks horning in; Brokerage units hope to benefit from pitching complex solutions, such as derivatives, to reduce corporate pension fund liabilities.(News)

Byline: Vince Calio

NEW YORK - Investment banks are pitching corporate chief financial officers, treasurers and chief investment officers on complex solutions to their pension plans' unfunded liabilities

Many of these solutions involve derivatives; all seek to deliver additional alpha and align pension assets and liabilities.

The brokerage units at investment banks stand to gain from providing these investment solutions, which include using interest rate swaps to synthetically increase the duration of a plan's bond portfolio in order to align assets to liabilities, using futures and total return swaps in portable alpha strategies to ...

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