KDS is uniquely focused on the asset management challenges of Cash Balance Pension Plans. Working hand in hand with Cash Balance Plan Actuaries and nationally recognized fixed-income Investment Managers, KDS and Payden & Rygel have partnered to offer an investment strategy customized to meet the needs of Cash Balance clients: The Payden/Kravitz Cash Balance Plan Fund. For more information and to view the brochure on this fund, click here.

Founded in Los Angeles, California, in 1983, Payden & Rygel manages more than $54 billion in assets from offices in Los Angeles, London, Dublin, Frankfurt and Hong Kong. Their client list includes an impressive array of corporations, foundations, public funds and union plans. Their product scope is no less impressive - US and global fixed-income and equity funds as well as leading-edge absolute-return strategies. Their approach to investment management focuses first and foremost on managing risk.

In order to meet the diverse needs of our clients, we have developed The Payden/Kravitz Cash Balance Plan Fund. The fund's objective is to earn the 30-year Treasury Securities Interest Rate, established by the Internal Revenue Service, net of all fund expenses on a calendar year basis.

To learn more about Cash Balance Plans, visit our website dedicated to these plans at www.CashBalanceDesign.com.

Please Note: These links are provided as a convenience and a link does not imply KDS's sponsorship or approval of this site. When you access this website you are leaving KDS's website.