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Searching for: researcher is "russell investments"

Surveys listed in reverse order of publication date

Results 1-13 of 13.

The pension world's $20 billion club stung by improving longevity
The pension world's $20 billion club stung by improving longevity
Russell Investments
2 Mar 2015 United States Surpluses and Deficits, Longevity, Countries - US
A recent analysis by Russell Investments has found that the combination of falling interest rates and updated longevity assumptions led to an increase in the combined pension deficit of the "$20 billion club" - a group of 19 publicly listed US corporations with pension liabilities in excess of $20bn. The $20 billion club saw its pension deficit rise from $114bn in 2013 to $183bn at the end of 2014.

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 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

348977BF    
 
Financial Professional Outlook: November 2014
Financial Professional Outlook
Russell Investments
Nov 2014 United States Savings, Countries - US, Advisers
Russell Investments' quarterly Financial Professional Outlook has found 52% of advisers said their top challenge in helping clients that are near or in retirement is “setting reasonable spending expectations”. According to the findings, 44% believe the greatest challenge will be helping clients in “maintaining sustainable plans”, whilst 33% said “determining sustainable spending policy” with a client would prove most difficult.

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 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E8877038    
 
Everything changes for the pension world's $20bn club
Everything changes for the pension world's $20bn club
Russell Investments
3 Mar 2014 United States Surpluses and Deficits, Funding and Minimum Funding Requirement, Countries - US
Russell Invetsment's analysis of the 19 publicly listed US corporations with pension liabilities in excess of $20bn has found that rising assets and falling liabilities led to a drastic improvement to their balance sheets in 2013.

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 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DE827265   Click here to contact the authors.
 
Falling interest rates cause further damage to the pension world's $20bn club
Falling interest rates cause further damage to the pension world's $20bn club
Russell Investments
1 Mar 2013 United States Surpluses and Deficits, Investment - Performance, Countries - US
Russell Investments has published the latest analysis of its "$20 billion club", which is made up of 19 US listed corporations that have world wide pension liabilities in excess of $20bn. The research revealed that the combined net pension deficit of these corporations started 2012 at $182bn and ended at £220bn.

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 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4A7492EC    
 
Financial Professional Outlook: June 2012
Financial Professional Outlook
Russell Investments
Jun 2012 United States Countries - US, Advisers
According to Russell Investment's quarterly survey of financial advisers, 72% said that retirement income planning is either a large or key part of their practice, with another 23% indicating it to be a small but regular component of their activities.

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 >> Jun 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2D693584   Click here to contact the authors.
 
Adaptive Investing: A responsive approach to managing retirement assets
Adaptive Investing: A responsive approach to managing retirement assets
Russell Investments
Mar 2012 United States Investment - General, Countries - US, Advisers
Russell Investments' latest research paper focuses on the application of patent-pending adaptive investing methodology to manage retirement income portfolios and is aimed at financial advisers.

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 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

936785FD    
 
Shortfalls increase for the pension world's $20bn club
Shortfalls increase for the pension world's $20bn club
Russell Investments
29 Feb 2012 United States Surpluses and Deficits, Funding and Minimum Funding Requirement, Countries - US
Research by Russell Investments into the 16 publicly listed US corporations with pension liabilities of over $20bn has found that the combined net pension shortfall increased from $121bn to $173bn during 2011, despite positive asset returns and significant corporate contributions.

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 >> Feb 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9F67185D   Click here to contact the authors.
 
Financial Professional Outlook: September 2011
Financial Professional Outlook
Russell Investments
Sep 2011 United States Countries - US, Advisers
According to Russell Investment's quarterly survey of financial advisors, 55% said that the most valuable service they provide to clients approaching retirement is helping them to have perspective and think clearly about trends and events.

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 >> Sep 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CF634043   Click here to contact the authors.
 
What's the right savings rate?
What's the right savings rate?
Russell Investments
Aug 2011 United States Scheme Design (inc. DB & DC), Countries - US
Russell Investments has published details of a new framework to help DC plan sponsors assess the appropriate savings rate for plan participants in order to help them achieve their retirement objectives. The research suggests that the amount the plan participant needs to save is 30% of his or her Target Replacement Income rate (TRI).

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 >> Aug 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C36324F5   Click here to contact the authors.
 
Sharp increase in both assets and liabilities for the pension world's $20bn club
Sharp increase in both assets and liabilities for the pension world's $20bn club
Russell Investments
Mar 2011 United States Surpluses and Deficits, Funding and Minimum Funding Requirement, Countries - US
Research by Russell Investments into the 16 publicly listed US corporations with pension liabilities of over $20bn has found that both the assets and liabilities for these corporations grew significantly in 2010, with their combined liabilities up to $740bn in 2010 from $700bn the previous year.

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 2011 or click here (this link will not work in all circumstances). For further information about Perspective click here.

92592466   Click here to contact the authors.
 
10% decrease in funded status likely for US pensions in 2011
10% decrease in funded status likely for US pensions in 2011
Russell Investments
28 Jun 2010 United States Funding and Minimum Funding Requirement, Countries - US
Research from Russell Investments has revealed that pension plans seeking to minimise the effect of contribution requirements in 2010 will more than likely suffer a substantial decline in funded status in 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 >> Jun 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

445472D3    
 
The date debate: Should target date fund glide paths be managed "to" or "through" retirement?
The date debate: Should target date fund glide paths be managed "to" or "through" retirement?
Russell Investments
6 May 2010 United States Scheme Issues & Trends, Scheme Design (inc. DB & DC), Countries - US
In its latest report, Russell Investments analyses the debate in the defined contribution industry - known as "to" versus "through" - which focuses on how glide paths should be designed once a target date fund reaches an individual's planned retirement date. It has found that target date funds should have conservative allocations and a flat glide path to minimize risk and improve the potential for attaining financial security.

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 2010 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9C542239   Click here to contact the authors.
 
Russell introduces liability-responsive asset allocation
Russell introduces liability-responsive asset allocation
Russell Investments
21 Apr 2009 United States Investment - General, Funding and Minimum Funding Requirement, Countries - US
New research published by Russell Investments suggests that some pension plans should think about liability-responsive asset allocation. This is a dynamic approach to strategic asset allocation that links pension fund investing policy to changes in liabilities and a plan's funded status.

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.

6F47518B   Click here to contact the authors.
 

Results 1-13 of 13.