DISCUSSION PAPER PI-9705

Measuring the Performance of Pension Funds using
Liability-Driven Performance Attribution

David Blake

ABSTRACT

This practitioner note discusses a simple method for measuring the
investment performance of pension funds, taking into account the
liability side of the balance sheet. We show that there are four
components to liability-driven performance attribution: the return on
general assets, the return due to stock selection, the return due to
market timing and the return due to a funding mismatch.

ISSN 1367-580x.

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