By the Numbers for May 2021
By the Numbers for May 2021
May 11
April 7
March 10
Monthly corporate funding ratio
2020
Russell 2000 13.6%
MSCI EM 4.9%
Global ex-U.S. fixed income 10.1%
Global ex-U.S. fixed income 8.2%
High Yield 9.40%
High Yield
Change in average asset allocation
Change in average assumed rate of return
Distribution of assumed rates of return
Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP; company reports
Recommended for You
E-MAIL NEWSLETTERS Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.
Email Address
Subscribe Today Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors. Subscribe
So far, DC plans have largely been focused on the onset of auto-enrolment and changes to the regulatory framework - be it the ‘charge cap, ‘pension freedoms or consultations around ‘value for money , says Annabel Tonry, Executive Director at J.P. Morgan Asset Management (JPMAM).Download
In 2015 George Osborne, then the UK Chancellor of the Exchequer, decided that those age over 55 could take much more of their pension in cash. This has since opened up a range of possibilities for DC scheme members in the world of pensions.Download
Find whitepapers
By the Numbers for April 2021
By the Numbers for April 2021
April 7
March 25
March 10
Monthly corporate funding ratio
2020
Russell 2000 13.6%
MSCI EM 4.9%
Global ex-U.S. fixed income 10.1%
Global ex-U.S. fixed income 8.2%
High Yield 9.40%
High Yield
Cash
Growth of record-keeping assets (in trillions unless otherwise noted)
Recent record-keeper transactions
Acquirer/JV partner 2/spun-off entity
Date
Ascensus and Empower Retirement
Empower Retirement
Principal Financial
August 2018 Data are as of Sept. 30 except 2010, which is as of Dec. 31. Average of 2017 and 2015 data. Acquired only 25%. Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP
Recommended for You
E-MAIL NEWSLETTERS Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.
So far, DC plans have largely been focused on the onset of auto-enrolment and changes to the regulatory framework - be it the ‘charge cap, ‘pension freedoms or consultations around ‘value for money , says Annabel Tonry, Executive Director at J.P. Morgan Asset Management (JPMAM).Download
In 2015 George Osborne, then the UK Chancellor of the Exchequer, decided that those age over 55 could take much more of their pension in cash. This has since opened up a range of possibilities for DC scheme members in the world of pensions.Download
Find whitepapers
ABI Pension & Assurance Scheme completes $36 million buy-in with Aviva
Getty Images
Association of British Insurers Pension & Assurance Scheme, London, insured £26 million ($36 million) in liabilities through a buy-in with Aviva, confirmed a spokesman at Mercer, adviser on the deal.
Aviva will insure the liabilities linked to 191 retired plan participants. The size of the plan and the value of liabilities covered by the deal were not available. We worked closely with the ABI and Mercer over the last 12 months to plan, and then take, this important step on our journey to further reduce the Scheme s risks, Philip Exact, chairman of the Association of British Insurers Pension & Assurance Scheme s trustees, said in a news release. Aviva was selected after a competitive tender process, he said.