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U.S. Pension Finance Watch

  • Towers Watson Media
    United States Monthly in English
    Tracks the Towers Watson Pension Index and supports sponsors with the financial management of their retirement plans.
    Audience: Finance contacts in retirement and investment
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    • Showing 1 to 10 of 55 entries
    • Pension Finance Watch — June 2014
      Strong equity returns and a slight uptick in bond yields combined to move the pension index upward 1.2% in June, to 75.1, following three months of decline.
    • Pension Finance Watch — May 2014
      The recent pattern of interest rate declines paired with mildly positive equity returns continued in May. Liability values increased slightly more than assets, and thus the Towers Watson Pension Index dropped 0.1% for the month, to 74.2.
    • Pension Finance Watch – April 2014
      Bond yields continued their recent pattern of decline, while equity returns were mildly positive in April. Liability values increased more than assets and thus the Towers Watson Pension Index dropped 1.2% for the month, to 74.3.
    • Pension Finance Watch – March 2014
      Equities provided a small overall increase, while bond yields dropped slightly in March. These factors combined to nudge the Towers Watson Pension Index down 0.7% for the month, to 75.2.
    • Pension Finance Watch — February 2014
      Following a very rocky start to the year in January, positive capital market results in February allowed pension finances to recover at least a portion of the lost ground. Strong equity returns dominated the month's results, though the positive impact was offset by a slight decline in interest rates. The Towers Watson Pension Index increased 2.0% for the month, to 75.7.
    • Pension Finance Watch — January 2014
      Pension finances endured a rocky start to 2014. There were major hits to both asset and liability measures — as equity returns were uniformly negative and interest rates dropped significantly. The Towers Watson Pension Index dropped 5.1%, to 74.2, essentially giving up all the prior quarter's gains.
    • Pension Finance Watch — December 2013
      December capital market results were mildly favorable, and the Towers Watson Pension Index moved up for the fourth consecutive month. The 1.4% increase for December moved the index value to 78.2, a five-year high. The index surged up 25.5% for 2013 — the largest annual increase in the history of this series.
    • Pension Finance Watch — November 2013
      Capital markets were favorable on all fronts in November. Positive equity returns and an upward movement in interest rates resulted in a 2.1% increase in the Towers Watson Pension Index. The Index value has now moved up almost 24% for the year, to 77.1 -- a level last seen in October 2008.
    • Pension Finance Watch — October 2013
      Another strong month of equity returns drove October financial results. The benchmark asset portfolio earned almost 3% for the month, more than offsetting the impact of a small decline in long bond yields. The bottom-line impact was a 1.1% increase in the Towers Watson Pension Index, to 75.5. With this increase, the Index is now up 21% for the year.
    • Pension Finance Watch — September 2013
      A strong equity market drove September financial results. The benchmark asset portfolio earned almost 3% for the month, driving the Towers Watson Pension Index up 2.6% to 74.7. With this increase, the index is now up almost 20% for the year.
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