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 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%.
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
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.