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By the Numbers for May 2021


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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United Kingdom , Civil Aviation Authority Pension Scheme , Centrus Energy , Pi Research Center , Association Of British Insurers Pension Assurance Scheme , Nortel Networks United Kingdom Pension , Group Pension Plan , Archer Daniels Midland , British Insurers Pension , ஒன்றுபட்டது கிஂக்டம் , சிவில் விமான போக்குவரத்து அதிகாரம் ஓய்வூதியம் திட்டம் , பி ஆராய்ச்சி மையம் , சங்கம் ஆஃப் பிரிட்டிஷ் காப்பீட்டாளர்கள் ஓய்வூதியம் உறுதி திட்டம் , குழு ஓய்வூதியம் திட்டம் , வில்லாளன் டேனியல்ஸ் மிட்லாண்ட் , பிரிட்டிஷ் காப்பீட்டாளர்கள் ஓய்வூதியம் ,

L&G concludes £105m top-up buyout for Nortel scheme


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 ....

United States , Lee Jagger , Travers Smith , Rachel Cutts , Eversheds Sutherland , Dan Naylor , Clive Gilchrist , Pension Protection Fund , Civil Aviation Authority Pension Scheme , ஒன்றுபட்டது மாநிலங்களில் , டிராவர்ஸ் ஸ்மித் , ரேச்சல் துண்டுகள் , டான் நெய்லர் , ஓய்வூதியம் ப்ரொடெக்ஶந் நிதி , சிவில் விமான போக்குவரத்து அதிகாரம் ஓய்வூதியம் திட்டம் ,

By the Numbers for April 2021


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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United Kingdom , Blackstone Group Alight Solutions , Newport Group , Vauxhall Associated Companies Pension Fund , Goble Associates , Third Bank , Alliance Benefit Group , Plan Services , Centrus Energy , Retirement Plan Services , Bank Vested Interest , Nexstar Media Group , Strata Fund Solutions , Fifth Third Bank , Wells Fargo , Civil Aviation Authority Pension Scheme , Retirement Planning Services , Alexander Baldwin , Financial Services , Pi Research Center , Alerus Financial Corp , Association Of British Insurers Pension Assurance Scheme , Foley Trasimene Acquisition Corp , British Insurers Pension , Alight Solutions , Vested Interest ,

UK roundup: Pension funds top up wind renewables income fund


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”. ....

United Kingdom , North Yorkshire , Reed Smith , Joanna Matthews , Thomas Crawshaw , Civil Aviation Authority Pension Scheme , Pension Solutions , Alpha Real Capital Wind Renewables Income Fund , Wind Renewables Income Fund , Sydney Packett Sons Ltd , Yorkshire Clydesdale Bank Pension Scheme , Towers Watson Secure Income Fund , Assurance Society , Civil Aviation Authority , Alpha Real Capital , Clydesdale Bank Pension Scheme , Sydney Packett , Sons Ltd , Western Pension Solutions , General Assurance , General Group , ஒன்றுபட்டது கிஂக்டம் , வடக்கு யார்க்ஷயர் , நாணல் ஸ்மித் , ஜொவந மேத்யூஸ் , சிவில் விமான போக்குவரத்து அதிகாரம் ஓய்வூதியம் திட்டம் ,