Case study: U.S. Corporation – New Plan Sponsor

2025-11-14

Russell Investments

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Defined benefit
Investment management and strategy

A large U.S.-based corporation, created through a corporate transaction, was to inherit approximately $2 billion in defined benefit (DB) pension assets and liabilities.

The organization needed to establish an appropriate governance framework, investment strategy and implementation structure, along with an associated operational set-up, prior to the close of the corporate transaction.

Key highlights:

Investment Strategy Design: Developed a DB investment strategy aligned with the client’s liability profile, targeting 80% liability-hedging assets and 20% global equity exposure.
Execution Readiness: Strategy was fully designed and ready for implementation by the time the corporate transaction closed.
Custom Implementation: Managed fixed income and equity transition management (TM) assignments to ensure seamless execution.

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