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: Gains for Most Asset Classes
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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Q2 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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Report

Markets in Review: Gains for Most Asset Classes

World equity markets, hedge funds and non-U.S. fixed income gained last quarter while U.S. fixed income was nearly flat.

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Report

Q1 2017 Prism: Pension Funding Tracker

Pension funding levels continued to rise in the first quarter as asset value growth outpaced an increase in liabilities. Learn more about the changes and how plan sponsors can mitigate risk in their plan.

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Report

Keeping Score: How Were Our 2016 Forecasts?

Segal Marco Advisors reviews how it fared in its forecasts for the global capital markets in 2016.

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