Pension Funded Status Tracker - May 2019
The funded status of the average U.S. corporate defined benefit pension plan fell by 4% to 88% funded during the month of May 2019.
Annual Corporate Pension Review - 2018
U.S. corporate pension plans in 2018 once again improved their funded levels, reaching 86.9% compared to 2017’s 85.4%. But while 2017 performance was due to significant gains in plan assets, 2018’s results were due to plan liabilities decreasing more than assets did.
Pension Funded Status Tracker - April 2019
The funded status of the average U.S. corporate defined benefit pension plan improved by 2% to 87% funded during the month of April 2019.
Pension Funded Status Tracker - March 2019
The funded status of the average U.S. corporate defined benefit pension plan fell 1% to 85% during the month of March. Learn more about the trends and drivers in our March Pension Funded Status Tracker.
Webinar: Portfolio Management Strategies in a Period of Higher Volatility
Volatility returned to markets with a vengeance during the past 12 months, and the start of 2019 offers more questions than answers about what is coming next.
Viewpoint - Convertibles: A Flexible Asset for Insurance Portfolios
Rising market interest rates have piqued curiosity in convertible securities, but many insurers do not fully understand how convertibles work or what they can add to a portfolio. The fact that they can be converted into the issuer’s equity speaks to their value proposition: possible equity upside with a bond’s downside protection.
Viewpoint - Proposed New MBS Security Set for Mid-2019 Rollout, but Questions Remain
The agency mortgage-backed securities (MBS) market is preparing to introduce a new security, known as the Uniform MBS (UMBS), in June 2019. The security will be the first offered in an effort to unite issuance from the Federal National Mortgage Association (Fannie Mae or Fannie) and the Federal Home Loan Mortgage Corp. (Freddie Mac or Freddie).
Pension Funded Status Tracker - February 2019
The funded level for the average U.S. corporate pension plan rose to 86% in February, up 1% for the month and 3% for the year. Strong U.S. equity performance led the growth in the asset portfolio, while liabilities slipped as the effective discount rate rose 5 basis points. Learn more about the trends and drivers in our February Pension Funded Status Tracker.
Learn More About Global Evolution's Impact Investing
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Learn More About Global Evolution's ESG Integration
In this short video you will learn more about about Global Evolution's ESG integration.