Pensions
Corporate Pension Funding Hits Highest Level Since Financial Crisis
Strong June investment returns drive significant jump as liabilities stabilize.
Tag: Wilshire
Market Moves
US Corporate Pension Funded Status Improves After Equity’s Strong April
Liabilities also increased in the month, and while watching Fed rates closely, more pension plans neared full funding.
Pensions
U.S. State, Local Public Pensions Saw Funding Statuses Fall in 2022
The Equable Institute recently released its year-end update to State of Pensions 2022, covering the funding status of public pensions across the country.
Research
Wilshire’s 2022 Diversity, Equity & Inclusion Report Finds Improvement in Asset Management
The share of clients investing with diverse-owned firms grew from 20% to 39% over the past three years, though AUM of by diverse-owned firms remained lower than non-diverse peers.
Asset Allocation
Higher Discount Rates Offset Lower Equity Values in August
U.S. corporate pension funds improve by 0.7 percentage points, to 99.0% in August from 98.3% in July.
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
Wilshire Hires New Chief Technology Officer
Lawrence Miller’s hire comes just three months after Wilshire Advisors was hit by a cyber attack.
Asset Allocation
State Pensions Are in the Black, But Red May Be Ahead
For state pensions, funded status has increased, but meeting return expectations may still be a challenge.
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
CalPERS Selects Wilshire Advisors as Consultant for Private Debt Allocation
Wilshire’s services were almost half the cost compared to those of Meketa.
Wilshire TUCS Reports Longest Institutional Assets Hot Streak Since 1998
Strong performances from all major asset classes leads to seventh quarter in a row of positive gains.
Research
Wilshire Consulting: Corporate Pensions Drop Slightly in May, Maintain 6% YTD Increase
The global advisory company points to an increase in liability values to explain May’s -0.2% fall.