Due to a decrease in rates, funded status fell 2.7% this month from 88.1% to 85.4%.
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 interest rates and growth assets, funded status fell 3.5% this month from 91% to 87.5%.
A framework for setting and achieving pension objectives
Funded status rose 1.9% this month due to interest rates and growth assets.
Due to a 30 bps decrease in discount rates, funded status fell 1.3% this month from 90.4% to 89.1%
Pension strategy and analytics
A breakdown of what you need to watch this month as you consider investment implications for your pension plan.