Whitepaper - Wellington LDI - Using defensive equities in a return-seeking portfolio

Return-seeking portfolio construction is an important consideration for corporate defined benefit (DB) plans, and defensive equity strategies may be a valuable building block. But how should plans identify and choose from strategies that fit the defensive equity category? In this article, members of Wellington Management’s LDI and Fundamental Factor teams share their views on defensive equity investments, including thoughts on:

Different defensive categories and options for adding them to a portfolio
The performance of defensive factors over time
The current environment for defensive factors, from valuations to interest-rate sensitivity

Access the full article below.

Authors:

Tom Simon, CFA, FRM, Portfolio Manager
Amy Trainor, FSA, LDI Team Chair and Multi-Asset Strategist

For professional, institutional, or accredited investors only.

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To learn more about Wellington’s LDI capabilities, click here. (Liability driven investing | Wellington US Institutional)