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.
Tag: Wilshire
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.
Pensions
Corporate Pension Funding Levels Skyrocket in February
A majority of the largest U.S. corporate pensions are at their highest levels in decades, according to a number of pension trackers.
Pensions
With Corporate DB Pension Funding at All-Time High, Will Pension Reversion Transactions Increase?
Likely not, but there are opportunities for plan sponsors to take advantage of excess pension assets.
Pensions
US Corporate Pension Plans Continue to Improve Funded Status in January
A rise in discount rates helped most statuses increase last month, according to multiple pension trackers.
Corporate Moves
Wilshire Completes Acquisition of Lyxor Asset Management
The U.S. arm of the French asset management firm will spur Wilshire’s growth in ‘key area’ of alternatives.
News
Public Equities Spur Rise in State Pensions’ Funded Status
Funded levels for US public pension funds rose nearly 2 percentage points to 78.2% during the second quarter.
Pensions
Corporate Pension Funding Hits Highest Level Since Financial Crisis
Strong June investment returns drive significant jump as liabilities stabilize.
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.