How to enhance portfolio returns while limiting investment costs
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Due to growth assets and interest rates, funded status rose .6% this month from 86.9% to 87.5%.
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 hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
November marked the 10 year anniversary of the widest corporate bond spreads on record.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%