Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Transient market volatility has the potential to be thrilling
WHILE MOST CORPORATIONS’ 10-K FILINGS WILL NOT BE AVAILABLE UNTIL LATE FEBRUARY, WE ANALYZED PRELIMINARY DATA ON PENSION PLANS THAT HAVE FISCAL YEAR ENDS BETWEEN JUNE 30, 2018 AND OCTOBER 31, 2018.
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
A framework for setting and achieving pension objectives
A holistic approach to portfolio construction optimizes enterprise-level risk and return
Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Funded status rose 1.9% this month due to interest rates and growth assets.