Limiting the Downside: Diakon Lutheran Social Ministries

November 2009
Treasury & Risk;Nov2009, p47
The article presents information on the advantage of Diakon Lutheran Social Ministries' revised investment strategy for its defined-benefit pension plan to the organization. According to the report, it cushioned the plan from the worst of the market's losses. With the help of SEI, an investment solution provider, Diakon reworked its asset allocation. Among the recommendations of SEI to Diakon was to increase the duration of its fixed-income assets to bring them in line with the duration of the liabilities.


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