Callan Corporate DB Plan Tracker

Callan Institute logo

The Callan Corporate DB Plan Tracker provides insight into how a total return portfolio and a fully hedged LDI portfolio perform across a variety of metrics. The complex interaction of rates, spreads, and return-seeking assets typically has a different funded status impact on each portfolio over the short- and long-term time horizon. This Funded Status Tracker is produced by Callan’s Corporate DB Focus Group on a quarterly basis.

Connect with our team.

See how we work with you.