PLSA Issues ESG Compliance Guide for UK Pensions
New requirements for DB, DC plans take effect October 1.
Research
US Corporate Pension Funding Plummets $65 Billion in May
Third-largest monthly decline lowers funded ratios to 87.9%.
UK Workplace Pension Members Saved £90.4 Billion in 2018
Pension participation surged to 18.7 million from 8 million since 2012.
International Investors Shoot for Equities and Alternative Assets
Mercer report explores key trends in international investor activity, including a reduction in fixed income in favor of equities.
Deficit of UK Defined Benefit Plans Balloons in May
Aggregate deficit of the PPF 7800 increased more than tenfold to £69.9 billion.
Active Investing Adds Billions to Canada’s Pensions Annually
Analysis shows a passive strategy could have cost CPPIB nearly C$50 billion since 2006-2007.
Australian Private Capital Levels Rise to Record A$30 Billion
Country is ahead of China, India, and Japan on a per-capita basis.
US Public Defined Benefit Pension Assets Rebound in Q1
Pensions’ largest quarterly gain followed their largest quarterly loss.
Japan’s Elderly Will Need More Pension Money
Nation’s Financial Service Agency commissioner addresses aging issues, potential investment solutions.
The 5 Best and 5 Worst States, Financially Speaking
Job growth, debt, and general economic sluggishness weigh on the laggards, Conning says.
Multiemployer Plans Faltered in Second Half of 2018
Funding shortfall for the plans increased by $51 billion during period.
Money Managers’ Own Plans Have Higher Balances, More Choices
Asset manager 401(k) plan balances are four times that of the general population.
Many Institutional Investors Confuse ESG with Socially Responsible Investing
White paper says purpose of ESG is to improve financial performance, not change the world.
Wilshire Trust Universe Reports Best Quarter Since 2009
Quarterly return of 8.26% provides strong rebound from 2018’s dismal Q4.
UK Loses Decade of Improving Life Expectancies
Mortality rate at the end of 2019 expected to fall back to 2009 level.