Asset Allocation
Corporate Pension Funds Are in Good Shape, So What’s the Worry?
Goldman’s Michael Moran warns against complacency and issues some warnings.
Tag: discount rates
Pensions
Here’s How Much Rising Rates Help Pension Plan Liabilities
Defined benefit plans see their obligations reduced, but there are also impacts on lump sum distributions, PBGC tabs and more.
Risk
WTW Index Shows Mostly Positive Second Quarter for Global Pension Funds
U.S. pension funds’ relatively high domestic equity allocations made the funds more vulnerable to the market downturn than other countries and regions.
Asset Allocation
Corporate DB Pension Plan Funded Ratios Surge in 2021
Funded levels for 255 S&P 500 plans reach their highest level since the Great Financial Crisis, Wilshire reports.
Newsmakers
Despite April’s Poor Equity Returns, Rising Discount Rates Improved Funded Status for Most Pensions
Last month had one of the highest single-month discount rate increases for many data collectors.
Newsmakers
How Corporate Pension Funds Overcame Their Deficits Last Year
Pension funds with low fixed income and high equity allocations had a leg up.
Newsmakers
Q1 Was a Bad Quarter for Pension Investors, Says Willis Towers Watson Report
All regions aside from Brazil had negative investment returns.
Risk
CalPERS Board Votes to Increase Portfolio Leverage, Maintain 6.8% Discount Rate
The move is indicative of increasing risk-taking among pension funds across the country.
Pensions
Pension Debt Expected to Surge Due to COVID-19 Volatility
Moody’s forecasts a 6% rise in total adjusted pension liabilities in 2020.
Research
Despite Robust Returns, US Corporate Pension Funding Falls in July
Record-low discount rates erase 2.85% asset gains for the month.
Research
Fortunes Diverge for Public, Corporate Pensions
Public pension funding rises, while corporate pension funding falls for second month in a row.
Coronavirus - COVID-19
US Corporate Pension Funded Ratio, Risk Transfer Costs Decline in April
Falling discount rates strike again, negating the market rebound for corporate DB plans.
Coronavirus - COVID-19
US Corporate Pensions See Shocking $93 Billion Funding Gain in March
Surging discount rate offsets asset loss of $85 billion.
What’s the Answer to Low Returns for Pension Programs? Alts
Funds that favor alts are doing well, as some plans show. Quite well.
Coronavirus - COVID-19
February Volatility Wipes Out $71 Billion in US Corporate Pension Funding
The funded ratio of the 100 largest US plans fell to its lowest level in over three years.