The power of factors in equity investing
How to enhance portfolio returns while limiting investment costs
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Monthly Pension Update
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.
Market volatility impact on funded status
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
Monthly Pension Update
Due to growth assets and interest rates, funded status rose .6% this month from 86.9% to 87.5%.
Monthly Pension Update
Due to hedge portfolios and growth assets, funded status fell .4% this month from 88.5% to 88.1%.
Monthly Pension Update
Due to hedge portfolios and growth assets, funded status rose 1% this month from 87.5% to 88.5%.
Monthly Pension Update
Due to interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Monthly Pension Update
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.
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%
Monthly Pension Update
PG&E (ticker: PCG) filed for bankruptcy - surprisingly the issuer was within the A or better rated pension liability discount rate universe within the prior 12 months.