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: Trade Tensions Led to Uncertainty in the Second Quarter
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.

Read more

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.

Read More

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.

Read more

Report

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.

Read More

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?

Read more