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Financial Analysts Journal Volume 63, 2007 - Issue 1
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Perspectives

Don’t Kill the Golden Goose! Saving Pension Plans

M. Barton Waring M. Barton Waring is chief investment officer for investment policy and strategy, emeritus, at Barclays Global Investors, San Francisco.
&
Laurence B. Siegel Laurence B. Siegel is director of research in the Investment Division of the Ford Foundation, New York City.
Pages 31-45 | Published online: 02 Jan 2019

References

  • Goodman, Laurie S., and William J. Marshall. 1988. “Inflation, Interest Rates, and Pension Liabilities.” Asset Allocation: A Handbook of Portfolio Policies, Strategies, and Tactics Chapter 6. Edited by Robert D. Arnott and Frank J. Fabozzi.Chicago: Probus.
  • Ibbotson Associates. 2006. Stocks, Bonds, Bills, and Inflation: 2006 Yearbook. Chicago: Morningstar.
  • Merton, Robert C.. 2006. “Allocating Shareholder Capital to Pension Plans.” Journal of Applied Corporate Finance, vol. 18, no. 1 (Winter): 15–24.
  • Modigliani, Franco, and Richard Sutch. 1966. “Innovations in Interest Rate Policy.” American Economic Review, vol. 56, no. 1–2 (March): 178–197.
  • Siegel, Laurence B., and M. Barton Waring. 2004. “TIPS, the Dual Duration, and the Pension Plan.” Financial Analysts Journal, vol. 60, no. 5 (September/October): 52–64.
  • Waring, M. Barton. 1994. “401(K) Investment Strategy and Asset Allocation.” Journal of Investing, vol. 3, no. Summer: 17–22.
  • Waring, M. Barton. 2004a. “Liability-Relative Investing.” Journal of Portfolio Management, vol. 30, no. 4 (Summer): 8–20.
  • Waring, M. Barton. 2004b. “Liability-Relative Investing II.” Journal of Portfolio Management, vol. 31, no. 1 (Fall): 40–53.
  • Waring, M. Barton. “A Rosetta Stone for Pension Accounting.” Working paper. Forthcoming 2007.
  • Waring, M. Barton, and Michael J. Assaf. 1992. “A Strategic Approach for Selecting Plan Investment Options.” Profit Sharing (December) .
  • Waring, M. Barton, and Laurence B. Siegel. 2003. “The Dimensions of Active Management.” Journal of Portfolio Management, vol. 29, no. 3 (Spring): 35–51.
  • Waring, M. Barton, and Laurence B. Siegel. 2006. “Wake Up and Smell the Coffee.” Investment Insights (Barclays Global Investors), Vol. 9, No. 2 (June). (Forthcomingin Journal of Investing.).
  • Waring, M. Barton, and Duane Whitney. “The Two-Fund Theorem in the Presence of a Liability.” Working paper, Barclays Global Investors. Forthcoming 2007.
  • Waring, M. Barton, Laurence B. Siegel, and Timothy Kohn. 2004. “Mind the Gap: Why DC Plans Underperform DB Plans, and How to Fix Them.” Investment Insights, vol. 7, no. 1 (January) (Barclays Global Investors).
  • Waring, M. Barton, Duane Whitney, John Pirone, and Charles Castille. 2000. “Optimizing Manager Structure and Budgeting Manager Risk.” Journal of Portfolio Management, vol. 26, no. 3 (Spring): 90–104.

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