Pensions
British Airways Pension Fund to Enter $425.6M Longevity Swap with MetLife, Zurich
The transaction will cover 1,100 members of the Airways Pension Scheme.
Tag: WTW
Pensions
Wates Group Pension to Transfer 1,500 Members to UK ‘Superfund’
$267 million in assets will move to Clara-Pensions, the company’s third such transaction—but first with an active sponsor.
Pensions
November Sees Another Gain in Corporate Pension Funded Status
If December can keep up the relatively strong results this year, defined benefit plan funded status may finish in the black for 2024.
Asset Allocation
Largest 100 Asset Owners Manage Record $26.3T
The AUM of the largest asset owners reached a record high in 2023, jumping 12.3% from 2022, according to WTW’s Thinking Ahead Institute.
Pensions
Corporate Pension Funded Status Ticks Up in October
Rising discount rates mostly offset both weak investment returns and declines in plan assets last month.
Asset Allocation
Bond Market Volatility Expected to Persist
Significant changes from President-elect Trump’s fiscal policies are likely to have an impact into the second half of 2025 and beyond, bond market sources say.
Asset Allocation
Largest Managers’ Assets Grew 12.5% in 2023 to $128T
Data from WTW's Thinking Ahead Institute show the 20 largest managers account for almost half of global discretionary assets.
Pensions
Corporate Pension Funded Status Mixed in August
Some trackers saw their first decline in funded status in months, during a 'tumultuous' month for equities.
Pensions
Global Pension Assets Rebounded in 2023 With 10% Gain
Assets of the largest 300 pension funds reached $26.2 trillion, according to WTW.
Pensions
Corporate Pension Funded Status Stays Flat in July
Strong equities were equivalent to or offset by a decline in pension discount rates.
Newsmakers
Rich Joseph Appointed Head of Growth for WTW’s US Investment Business
The retirement executive spent more than 20 years at Mercer.
Pensions
US Corporate Pension Funding Mixed on Stock Declines
Record pension funding levels cooled slightly in April from a drop in asset values, but were partly saved by another uptick in discount rates.
Asset Allocation
WTW to Launch £450 million Private Equity Long Term Asset Fund
The fund will receive commitments from WTW’s LifeSight defined contribution pension master trust but requires approval from the UK's Financial Conduct Authority.
Pensions
US Corporate Pensions Continue Funding Surplus in March
Funded status for U.S. defined benefit plans continues to push to all-time highs, according to several data trackers.
Asset Allocation
Total Portfolio Approach: A New Way to Construct Asset Allocations
CAIA and several asset owners are adopting a new model for choosing and managing assets.