PENSION
Give long-term capital a portfolio your committee can govern. Keep the policy visible.
The fixed mix shows the intended balance and limits; underlying managers still manage risk inside their own strategies.
ACTIVE PORTFOLIOSPENSIONACTIVE PORTFOLIOS
A ready pension portfolio with a visible reserve, spread sources, and a clear outcome.
GOVERN THE MIXSPREAD SOURCESSTAY WITHIN POLICY
PORTFOLIO ALLOCATION6 REPRESENTATIVE ASSETS
Short TreasuryOUSG
Short TreasuryBUIDL
Short TreasuryUSYC
Short TreasuryJTRSY
Money MarketBENJI
Private CreditACRED
- Short Treasury · OUSG9%
- Short Treasury · BUIDL14%
- Short Treasury · USYC8%
- Short Treasury · JTRSY49%
- Money Market · BENJI14%
- Private Credit · ACRED5%
Locked profile for review only. Asset eligibility, custody, execution, and strategy-level risk remain subject to mandate review.
PERFORMANCE
Illustrative annual range.
4%–9%
DIVERSIFICATION
Maximum source exposure.
50%
LIQUIDITY
Minimum reserve visible.
40%
TURNKEY PORTFOLIO
Talk with us about pension capital.
Review the locked outcome first. If you want to change the rules, open the configurable product.