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
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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
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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
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By Susanna Rust2021-03-09T12:29:00+00:00
UK pension funds have made new and follow-up investments in Alpha Real Capital’s Wind Renewables Income Fund, which invests mainly in onshore feed in tariff wind assets in the country.
The fund secured an £80m (€93m) follow-up subscription from existing investors including the Towers Watson Secure Income Fund and Yorkshire & Clydesdale Bank Pension Scheme, with new investment coming from the pension scheme for specialist chemicals firm Croda.
Alpha said Wind Renewables Income Fund invested mainly in sub-5 megawatt onshore feed in tariff wind assets in the UK, “providing UK pension fund investors with secure inflation-linked income (circa 80%) and with a current duration in excess of 20 years”.