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.
Tag: WTW
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.
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
Pension Assets in Largest Markets Climbed Almost 11% in 2023
AUM held by institutional asset owners reached $170 trillion last year, according to WTW’s Thinking Ahead Institute.
Asset Allocation
Bonds Should Climb Nicely in 2024, WTW Predicts
Dropping central bank rates will help a lot, with the 10-year Treasury total return rising as much as 13%, the firm contends.
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.
Research
WTW Predicts Record Year in UK Bulk Annuity Transactions, Longevity Swaps in 2024
These types of transactions are rising, due to an increase in pension funding and the positive outlook on the U.K. insurance sector.
Pensions
US Corporate Pension Plans Ended 2023 at Record Funding Levels
A December stock rally outpaced the bond sell-off, improving funding in most pension measures.