The US Owns Most of the World’s Retirement Assets
How one region’s pension domination sets the investing agenda for the rest of the globe.
Research
S&P 500 Companies See Pension Funding Increases in January
Among corporate plans, the financial sector achieves highest ratio, while energy and telecom lag.
Public Pension Plans Funding Grows in 2018, Assumed Return Rates Dip
Contributions remain stable, as funds face possible economic slowdown ahead.
Defined Contribution Plan Balances Tumble 10% in Q4
Market volatility drops average 401(K) holdings from previous quarter’s record high.
Investors Are Starting to See the Positive Effect of ESG Investing
Screening methods may uncover alpha in small caps.
US Educational Endowments Return 8.2% in 2018
But long-term returns fall well below target rates for endowments of all sizes.
FTSE 100 Pensions’ Bond Allocation Nearly Doubles in Decade
Plans look to lock in gains by shifting to fixed income investments.
Canadian Fund Managers Post 2.7% Loss in 2018
Solvency ratio for Canadian pension plans drops 2% for year.
Hedge Funds Have Worst Year in a Decade
Industry-wide losses of 3.42% in 2018 are largest since 2008.
Alternatives Make Up Majority of Family Office Portfolio
Survey finds alternatives generated 10.2% average return in 2018.
UK Pension Scam Victims Lose an Average of £91,000
Losses are likely to be even higher, as most scams go unreported.
More Corporate DB Plans Want to Dump Liabilities ASAP
Many businesses are looking to unload all retirement assets within five years, MetLife survey shows.
100 Largest Funds Cutting Assumptions
Funding levels improving, but market volatility left some scars.
How Long Do Retired Public Employees Live?
Actuarial study focuses on mortality rates for teachers, safety professionals, and general employees.