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Searching for: researcher is "the wm company"

Surveys listed in reverse order of publication date

Results 1-12 of 12.

UK Pension Fund Survey Results for 2004
UK Pension Fund Survey Results for 2004 - final results
The WM Company
17 Mar 2005 United Kingdom Countries - US, Countries - excl. European Union and US, Accounting
According to the survey results, strong equity performance (especially in the UK and continental Europe ex-UK) led to a solid return of over 11% for pension funds in 2004. There's been two years of steady growth but pension funds are still suffering the effects of the severe bear market between 2000 and 2002.

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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5F290462   Click here to contact the authors.
 
2004 Pension Fund Survey Results
Investment performance of pension funds
The WM Company
Jan 2005 United Kingdom Investment - Performance
According to the survey, strong equity performance (especially in the UK and Europe ex UK) drove gains of around 5.6% for the quarter, leading to a solid total return of almost 11% for pension funds in 2004. Concerns about the Madrid bombing, steeply rising commodity prices and US deficits initially shook investor confidence in equities but as the year wore on these factors were countered by improved economic growth and better news on corporate profitability. Overall, with two years of steady growth behind them, pension funds have recovered most of the losses they sustained during the savage bear market between 2000 and 2002.

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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4327747C    
 
Quarter 1 2004 Pension Fund Survey Results
UK pension fund investment performance
The WM Company
Jun 2004 United Kingdom Investment - Performance
This survey shows that the average fund returned 1.5% in the first quarter of 2004. After this latest positive quarter, the average fund has grown by over 20% over the twelve months since the market lows of March 2003. 

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 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9A236133    
 
Analysis of active and passive management of UK equity retail trusts
Active and passive management of UK equity retail trusts
The WM Company
Apr 2004 United Kingdom Investment - Performance
According to this research, the choice of an active manager was modestly rewarded in 2003 as the median actively managed trust outperformed its passive counterpart, after management charges, by almost half of one%. Over the longer term, however, performance is broadly similar.

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 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F822179E    
 
Annual estimate of 2003 UK Pension Fund results
Pension Fund investment performance
The WM Company
Jan 2004 United Kingdom Investment - Performance
The researcher says that, after a poor start, UK pension fund returns accelerated throughout the rest of 2003 to achieve a result for the year of 16.8%. This is the first positive performance since 1999. Equity markets staged a marked recovery from the lows reached in March.

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 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

831978A5    
 
Preliminary Charity Fund results for Q4, 2003
Investment performance of charity funds
The WM Company
Jan 2004 United Kingdom Investment - Performance
The strong recovery in equity markets continued during the fourth quarter and the researcher says early indications point to the average charity fund recording a return of just below 7% for the quarter. For the year, the average charity fund achieved a return of about 17.5%, marking the first positive annual performance since 1999. The average charity return for the three year period to end December 2003 is still negative, at about -4% per 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 >> Jan 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BB1977FD    
 
Pension Fund Trends: Q3, 2003
Pension Fund Performance
The WM Company
Nov 2003 United Kingdom Investment - General
The very large, generally mature, funds were mostly seeing fund outflows over the quarter.
They were also continuing to shift towards bonds and index linked at the expense of equities. Overall cash flow was positive but again there was an investment theme of increasing bond exposure

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6D19543E    
 
Quarter 2, 2003 Pension Fund Results
Pension Fund Performance
The WM Company
Oct 2003 United Kingdom Investment - Performance
The average fund posted a return of 9.9% for the quarter and 6.4% for the year to date. The researcher says this is a first chink of light in the gloom which has enveloped pension fund returns since late 1999. It adds that although there have been occasional periods of positive returns since, this is the first time that returns for the first six months of the year have remained in positive territory. 

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EE1783CE    
 
Dutch Pension Fund Performance 2002
Investment performance of Dutch Pension Funds
The WM Company
Mar 2003 Netherlands Investment - Performance
In 2002 Dutch pension funds endured another year of negative investment return. The Universe return for 2002 resulted in 8,1%, the lowest return since the inception of the Universe in 1986.

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D3103924   Click here to contact the authors.
 
Annual Pension Fund Survey
Investment performance of various asset classes
The WM Company
Jan 2003 United Kingdom Investment - Performance

According to these estimates, UK pension funds endured another year of negative investment returns. At -14.0% it is the worst annual return since 1974 and completes three years of negative returns (-8.2% pa annualised) - the first such occurrence since this research began in the mid 1970s. Short, medium and long term returns fell further in both nominal and real (net of inflation) terms.

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8E086751   Click here to contact the authors.
 
2002 Results for Private Client Funds
Investment performance results for private client funds
The WM Company
Jan 2003 United Kingdom Investment - Performance
The average net return for income funds for private clients in 2002 was -12.1%, whilst the results for balanced and growth funds were -17.5% and -20.5% 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 >> Jan 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

92091881   Click here to contact the authors.
 
UK Pension Fund Performance
UK Pension Fund Performance
The WM Company
Nov 2002 United Kingdom Investment - Performance
This annual pension fund survey is the largest, longest-running study of UK Pension Fund performance, covering more than 1,000 funds with assets of over 420 billion. In the three months ending 30 September, UK Pension Funds posted a negative return of almost 13%. The out-turn for the nine months to the end of September was -17% 

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 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B9072556   Click here to contact the authors.
 

Results 1-12 of 12.