Asset Allocation
Emerging Markets Lead Strong Q2 Rebound for Canadian DB Plans
The 6% quarterly return was spurred by double-digit global equities gains, according to RBC Investor Services.
Tag: Defined benefit (db) pension plans
Pensions
U.S. Public Pension Funds Consider AI for Productivity Uses
Funds are using artificial intelligence tools to automate routine functions where errors are recoverable and human review is routine, NCPERS reports.
Pensions
Ontario DB Plans’ Funding Drops for 1st Time in Nearly 2 Years
The plans’ funded ratio was down two percentage points to 121% in Q3 due to a drop in discount rates.
Asset Allocation
Utilities, Real Estate Equities Fuel Canadian Pension Plans’ 5.1% Q3 Returns
The performance raised the plans’ year-to-date return to 9.6%.
Pensions
Corporate Pension Funded Status Slightly Declines in September
Plan liabilities increased faster than equity gains, resulting in slight declines in the funded status of U.S. corporate pension plans.
Pensions
Shell to Outsource $30B Pension to BlackRock
The OCIO transaction will cover 30,000 members of Stichting Shell Pensioenfonds.
Asset Allocation
Active Investing Will Boost Endowment Growth Over Other Institutional Investors, Cerulli Forecasts
A new report projects endowment assets will grow 7.9% over the next five years, compared with 4.7% and 4.2%, respectively, for public and corporate defined benefit plans.
Pensions
Study: Decline in DB Plans Widens Income Inequality Gap
NCPERS research found that increasing income inequality ‘degrades national economic growth.’
Pensions
Corporate Pension Funded Status Stays Flat in July
Strong equities were equivalent to or offset by a decline in pension discount rates.
Pensions
US Remains Biggest Force in Pension Realm, per Study
WTW’s Thinking Ahead Institute found that international unrest and an uncertain worldwide economic outlook hinder an otherwise growing global retirement effort.
Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.
Pensions
Canadian Pensions Returned 2.5% in the First Quarter
Equity returns were strong, but the plans’ fixed income investments lagged.
Pensions
Nearly Half of the Largest US Pension Funds are More Than 100% Funded, Milliman Reports
Of the largest 100 corporate DB plans, none had a funded status less than 75%, according to Milliman’s annual corporate pension funding status.
Pensions
Unisys Announces $200M Pension Risk Transfer
The transaction is Unisys' sixth since 2021 and its third with F&G Annuities & Life.
Pensions
Funded Status of Largest 100 US Public Pension Funds Rises to 78.6%
Per Milliman, it is the highest funded ratio for public defined benefit plans since May 2022.