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Utility Industry Focus: Liability-driven investments for pension plans -- issues for utilities

Recent pension plan funding and accounting changes are highlighting any financial volatility caused by a mismatch between plan assets and liabilities. For regulated utilities, this added volatility exacerbates the age-old problem of matching actual costs with amounts recovered into rates. While many organizations are looking at liability-driven investments (LDI) as a way to reduce volatility, LDI strategies raise industry specific issues for regulated utilities. This report discusses the use of LDI to manage pension financial risk, focusing on unique concerns for utility industry employers.  (Perspective, 10 Jul 2008, 4 pages)

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