Looking Back

Looking Back

See how your investment performance compares with key benchmarks in our quarterly market reviews, provided either in brief or in depth.

Q2 2018 <em>Prism</em>: Pension Funding Tracker
Report

Q2 2018 Prism: Pension Funding Tracker

The pension funding level of our model plan rose by 2 percentage points to 93 percent in the second quarter of 2018. This was the a result of a flat asset return combined with a 3 percent decrease in liabilities, due to an increase in high-quality corporate yields. Learn more about the changes and how plan sponsors can manage risk in their plan.

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Report

Markets in Review: A Volatile First Quarter

Emerging market equity, non-U.S. fixed income and hedge funds gained last quarter while U.S. and international equities and U.S. fixed income fell.

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Q1 2018 Prism: Pension Funding Tracker

The pension funding level of our model plan saw an increase in the first quarter of 2018 as a rise in asset value combined with a decrease in liabilities. Learn more about the changes and how plan sponsors can mitigate risk in their plan.

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Report

Markets in Review: Gains for Most Asset Classes

World equity markets, U.S. equity and non-U.S. fixed income gained last quarter while U.S. fixed income was barely positive. How did your plan investments fare?

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Q4 2017 Prism: Pension Funding Tracker

Pension funding levels fell slightly in the second quarter as an increase in liabilities offset asset value growth. Learn more about the changes and how plan sponsors can mitigate risk in their plan.

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