Marius Penderis

Articles from Marius Penderis

  • PENSION FUND HEDGING "ATTRACTIVENESS" AT BEST LEVEL IN TWO YEARS

    A combination of increasing equity values and increasing interest rates is likely to have led to an improvement in the funding level of most pension schemes. Indeed, we are currently experiencing the most attractive time to switch from growth assets to protection assets in more than two years.   The progressions of equity markets, nominal interest rates (the average term to payment of the 30-year coupon-bearing swap rates is similar to most pension schemes) and inflation rates (the average term to payment of the 20-year zero-coupon swap rates is similar to most pension schemes) ove ... ..read more

Marius and his team at F&C work with clients and consultants to analyse client liabilities and the protection provided by their existing assets, to create tailored LDI solutions. The team also provide market insight and LDI training to existing and potential clients. 

Marius has a degree in Statistics and Economics from The University of Cape Town and a Master in Finance from London Business School.  Marius is a qualified actuary and a CFA charterholder.