DB trustees struggling to strike balance between risk and growth, says Charles Stanley

Survey shows 48% of schemes have higher hedge ratio than funded ratio

Martin Richmond
clock • 2 min read
DB trustees struggling to strike balance between risk and growth, says Charles Stanley

Nearly half of defined benefit (DB) scheme trustees are hesitant to take on interest rate risk due to a higher hedge ratio than funded ratio, research from Charles Stanley Fiduciary Management shows.

The survey of 71 professional DB trustees, whose schemes have average assets under management (AUM) of £1.38bn, found 48% had a higher hedge ratio than funded ratio. The survey's findings indicated...

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