How should a corporate pension investment team allocate growth assets to meet its expected return requirements?
In 2013, Honeywell’s pension investment team was reevaluating its investment strategy. Despite a climate of economic uncertainty, the fund had maintained a solid track record for the preceding decade. This case presents an overview of the options for corporate pension funds— including Liability Driven Investment strategies (LDI), hedge funds, private equity, and alternative assets—and ask students to consider the Honeywell’s best course of action.
Case ID: 130306