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Archive for February 11th, 2015

2014 Pension Asset Return

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FR PBO 2014 all fy+1 (275)Investment returns for assets of defined benefit pension plans sponsored by public U.S. corporations generally remained at the healthy levels experienced for 2012 and 2013. This chart shows the aggregate global investment returns during fiscal years ending in 2000 through 2014 for the assets of pension plans maintained by 275 companies (including companies with calendar fiscal years as well as non-calendar fiscal years; and with a fiscal year shift of 1 month, i.e., results for companies with fiscal years ending in January are shifted back to the preceding calendar year). The solid horizontal line in the chart represents zero: years during which investment returns slipped below that line represent years when assets lost value.

Future posts will estimate the annual rates of return based on these investment results, together with estimated cumulative rates of return over multiple years, then will compare those rates of return with investment return assumptions used to determine pension plan costs.

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Written by macheide

11 February 2015 at 9:42 pm

Posted in άctuary

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