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Searching for: researcher is "bny mellon asset servicing"

Surveys listed in reverse order of publication date

Results 1-15 of 18. Go to page: 1  2  
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Trends in Environmental, Social, and Governance Investing
Trends in Environmental, Social, and Governance Investing
BNY Mellon Asset Servicing
2 Oct 2012 WORLDWIDE Investment - Ethical and SRI, European Union members, Countries - US
BNY Mellon research has found that public pension plans in the US and Europe are twice as likely as corporate plans to incorporate Socially Responsible Investing (SRI) and Environmental, Social and Governance (ESG) concepts into their portfolios. 35% of public pension funds have adopted SRI/ESG strategies, compared to 27% of foundations & endowments and 16% of corporate pension plans.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1A718211    
 
Balanced funds record fourth consecutive positive quarter
BNY Mellon Pension Summary Report
BNY Mellon Asset Servicing
27 Jul 2011 United Kingdom Investment - Performance, Investment - General
BNY Mellon Asset Servicing has released statistics from its Pooled Pension Fund Database which reveal that balanced pooled funds returned 1.3% in the second quarter of 2011.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FE62226D   Click here to contact the authors.
 
Redefining Retirement: What Changes to Defined Benefit and Defined Contribution Plans Mean for Plan Sponsors and Their Service Providers
Redefining Retirement
BNY Mellon Asset Servicing
Dec 2010 United States Scheme Design (inc. DB & DC), Funding and Minimum Funding Requirement, Countries - US
A new study published by BNY Mellon Asset Servicing has found that many US retirement plan providers are reducing the benefits they offer or looking to rebalance funding between employers and employees in an attempt to manage their finances. The study also finds that retirement benefits packages are seen as important, with 73% of public plan executives reporting that they see their plans as an asset.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

74583545    
 
Balanced pooled funds make gains for fourth consecutive quarter
BNY Mellon Asset Servicing's quarterly pooled fund survey
BNY Mellon Asset Servicing
30 Apr 2010 WORLDWIDE Investment - General
BNY Mellon Asset Servicing's latest quarterly pooled fund survey shows that balanced pooled funds started 2010 with a positive return of 6.6% in the first quarter (3.1% in Q4 2009). This is the fourth consecutive quarter of positive returns, and brings the 12-month median return to 39.1%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5F53884C   Click here to contact the authors.
 
Funding status of US pensions tops 85% at end of 2009, according to BNY Mellon Asset Management
Funding status of US pensions tops 85% at end of 2009, according to BNY Mellon Asset Management
BNY Mellon Asset Servicing
6 Jan 2010 United States Surpluses and Deficits, Investment - Performance, Funding and Minimum Funding Requirement, Countries - US
According to monthly figures released by BNY Mellon Asset Management, the funded status of the typical US corporate pension plan increased by 3 percentage points to 85.5% in December. This was the best funding ratio during 2009 and has been attributed to rising stocks and an increase in the yields of long Aa corporate bonds.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3A517949    
 
Early estimates from BNY Mellon reveal almost all asset classes achieved positive returns in 2009
Early estimates from BNY Mellon reveal almost all asset classes achieved positive returns in 2009
BNY Mellon Asset Servicing
5 Jan 2010 United Kingdom Investment - Performance, Funding and Minimum Funding Requirement
According to BNY Mellon Asset Servicing, the average UK pension fund generated an estimated weighted average return of 14% for the year ending 31 December 2009. This represents an estimated real return of 14.9% when measured against the Retail Price Index for 2009 and an estimated 12.8% when measured against the National Average Earnings Index.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4951745E    
 
Balanced funds bounce back into the black with returns of 6.9% in Q2
Balanced funds bounce back into the black with returns of 6.9% in Q2
BNY Mellon Asset Servicing
27 Jul 2009 WORLDWIDE Investment - General
BNY Mellon Asset Servicing's latest quarterly pooled fund survey shows that balanced pooled funds achieved a positive return in the second quarter of 2009. The median return for these funds over this period was 6.9%, the first positive return BNY Mellon has recorded since Q4 2007 when a return of 1.0% was achieved.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1A4901DE   Click here to contact the authors.
 
Balanced funds remain affected by market environment in Q1 2009
BNY Mellon Asset Servicing's quarterly pooled fund survey
BNY Mellon Asset Servicing
27 Apr 2009 WORLDWIDE Investment - General
BNY Mellon Asset Servicing's latest quarterly pooled fund survey shows that balanced pooled funds posted a return of -7.9% for Q1 2009, down from -3.4% in Q4 2008. This is the fifth consecutive quarter of negative returns, with the last positive performance recorded in Q4 2007 when a positive return of 1.0% was achieved.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D847551F   Click here to contact the authors.
 
2008 market volatility impacts performance of UK Pension Funds
2008 market volatility impacts performance of UK Pension Funds
BNY Mellon Asset Servicing
30 Mar 2009 United Kingdom Investment - Performance
The average UK pension fund achieved a weighted average return of -13.6% for the year ending 31 December 2008, according to research from BNY Mellon Asset Servicing. This is the first time that BNY Mellon has recorded negative yearly returns for UK pension funds since the three-year downturn at the beginning of the decade.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A54710EB    
 
Balanced funds' returns affected by market environment in 2008
Latest quarterly CAPS survey
BNY Mellon Asset Servicing
27 Jan 2009 United Kingdom Investment - Performance
According to BNY Mellon Asset Servicing’s latest quarterly CAPS survey, balanced funds ended 2008 with a quarterly return of -3.4% in the fourth quarter. Negative returns in the previous three quarters meant that these funds provided a median return of -20.3% over a one year period to 31 December 2008.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D246769D   Click here to contact the authors.
 
UK pension funds not immune to year of extraordinary market volatility
UK pension funds not immune to year of extraordinary market volatility
BNY Mellon Asset Servicing
5 Jan 2009 United Kingdom Investment - General
According to the latest estimates from BNY Mellon Asset Servicing the average UK pension fund achieved an estimated weighted average return of -9.8% for the year ending 31 December  2008. This is the first time that BNY Mellon has recorded negative yearly returns for pension funds since the three-year downturn at the beginning of the decade.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

84454787   Click here to contact the authors.
 
BNY Mellon Asset Servicing announces CAPS pooled pension fund update for October 2008
BNY Mellon Asset Servicing announces CAPS pooled pension fund update for October 2008
BNY Mellon Asset Servicing
26 Nov 2008 United Kingdom Investment - Performance
Results from BNY Mellon Asset Servicing’s quarterly CAPS survey showed that balanced pooled funds achieved a median return of -10.1% in October 2008. Over one, three and five years to 31 October 2008, balanced pooled funds returned -27.3%, -1.6% p.a. and 4.3% p.a. respectively.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

544493BD   Click here to contact the authors.
 
BNY Mellon Asset Servicing announces CAPS pooled pension fund figures for second quarter of 2008
BNY Mellon Asset Servicing announces CAPS pooled pension fund figures for second quarter of 2008
BNY Mellon Asset Servicing
24 Jul 2008 United Kingdom Investment - Performance
Results from BNY Mellon Asset Servicing’s quarterly CAPS survey show that balanced pooled funds failed to achieve a positive median return for the second consecutive quarter. Over this period balanced pooled funds returned -1.6%, which combined with poor performance in the previous quarter, means that over a one year period the median return was -8.2%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D6431057   Click here to contact the authors.
 
BNY Mellon Asset Servicing announces CAPS pooled pension fund update for April 2008
CAPS pooled pension fund update for April 2008
BNY Mellon Asset Servicing
27 May 2008 United Kingdom Investment - General
BNY Mellon Asset Servicing has issued the CAPS pooled pension funds performance results in the UK for April 2008 showing a median return of 4.7%, down 1.7% for March 2008. However over a ten year period to 30 April 2008, these funds have returned 4.6% pa.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9F4209C2   Click here to contact the authors.
 
Balanced pooled funds see first negative quarter in two years
Balanced pooled funds see first negative quarter in two years
BNY Mellon Asset Servicing
28 Apr 2008 WORLDWIDE Investment - Performance
Balanced pooled funds failed to achieve positive returns during the first quarter of 2008, results from BNY Mellon Asset Servicing have shown. Over this period the median return for these funds was -7.9%, the first negative return since Q2 2006. As a result, balanced fund performance was also negative over a one year period, with the median fund returning -3.3%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2008 or click here (this link will not work in all circumstances). For further information about Perspective click here.

63416859    
 

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