For the last decade, a persistent low interest rate environment has created challenges for institutional investors looking to generate income from bond investments.

The authors examine how trustees can utilize commercial mortgages to boost portfolio yields without significantly changing the risk profiles of their pension portfolios.

Reproduced with permission from Plans & Trusts, Volume 41 No. 3, May/June 2023, pages 14-19, published by the International Foundation of Employee Benefit Plans (, Brookfield, Wisconsin. All rights reserved. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. No further transmission or electronic distribution of this material is permitted.

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