Tag: Markets

The financial health of the largest U.S. corporate defined benefit (DB) pension plans improved during 2013, says a new analysis.

Even the best laid plans can go off track, and this is true for defined benefit plan portfolios.

A strong recovery in asset values and pension funding levels hasn’t slowed the pace of change in institutional investment portfolio strategies, according to an analysis from Greenwich Associates.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

In a reversal of the past four months, participants of defined contribution (DC) retirement plans favored fixed-income investments in February, according to Aon Hewitt’s 401(k) Index.

The funded status of pension plans showed an improvement in February compared with figures from January, says a new analysis from Russell Investments.

Group pension buyouts experienced strong sales during 2013, says a new survey.

The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.

Defined benefit plan sponsors have a window of opportunity to take action on pension risk.

The latest release of the Milliman Pension Funding Index, which tracks performance at the largest U.S. private pension plans, shows February brought moderate funded status improvements despite falling...

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Fourth quarter 2013 data for defined contribution (DC) plans administered by MassMutual shows savings and investing improved for different demographic groups.

The head of retirement at J.P. Morgan Asset Management says his firm is seeing considerable, yet largely unmet demand for guidance about withdrawals and spending in retirement.

The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.

Estimated funding levels of pension plans sponsored by S&P 1500 companies fell 2% in February to 87%.

In a stronger position, new choices are being made in the management of pensions in Russell Investments’ $20 billion club.

The Dietrich Pension Risk Transfer Index fell nearly three points in February to 95.33.

Asset management firm State Street Global Advisors (SSgA) says its SPDR Barclays 0-5 Year TIPS ETF began trading this week.

Investors around the world contributed almost $1 trillion in net flows to investment funds during 2013, similar to levels observed in the preceding year.