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Monthly Pension Update

Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.

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Monthly Pension Update

Funded status rose 1.9% this month due to interest rates and growth assets.

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Monthly Pension Update

Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%.

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Monthly Pension Update

Discount rates and growth assets helped funded status while hedging was a detractor.

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Monthly Pension Update

This month we saw a modest 2.2% rise in funded status to 83.9%, mostly attributed to treasury rates and growth assets.
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Monthly Pension Update

Peaking at almost 90% in September, the year-end funded status of 81.7% marks the lowest reading in two years since January of 2017.
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Monthly Pension Update

November marked the 10 year anniversary of the widest corporate bond spreads on record. At the end of November 2008, the US Corporate Index spread was 607 (compared to 137 at month end November 2018).
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Monthly Pension Update

This month marks the largest monthly funded status decrease since January 2016.

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Monthly Pension Update

Explore this month’s report where we see the highest funded status level achieved since December 2012.
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Investment Professionals
Igor Balevich
Client Portfolio Manager, Global Liability Driven Investment Solutions
Michael Buchenholz
CFA, FSA Head of U.S. Pension Strategy Institutional Strategy & Analytics
Prashant Lamba
Client Portfolio Manager, Head of Fixed Income Pension Solutions
David Lebovitz
Global Market Strategist

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