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
How real estate and infrastructure can enhance returns and reduce volatility
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 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%.
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 interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%