Taft-Hartley Newsletter Spring/Summer 2019
Incorporating Environmental, Social & Governance
Themes from the quarterly Quantitative Beta Research Summit
Due to growth assets and interest rates, funded status rose 1.5% this month from 85.4% to 86.9%.
Daily comprehensive market and economic trends through clear and compelling charts.
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%.