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.

Markets in Review: Q3 2018
Report

Markets in Review: Q3 2018

Our latest quarterly synopsis of the financial market environment offers an in-depth look at the recent performance of asset classes, along with valuable insights for investors.

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Report

Q3 2018 Prism: Pension Funding Tracker

During the third quarter of 2018 (Q3), the funded ratio of Prism’s model pension plan rose by 2 percentage points, up to 95 percent.

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Report

Markets in Review: Trade Tensions Led to Uncertainty in the Second 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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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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