Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Pension funds can build better portfolios by adopting strategies used by insurers
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 hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.