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Searching for: researcher is "wilshire associates"

Surveys listed in reverse order of publication date

Results 1-10 of 10.

Wilshire Consulting estimates 1% increase in aggregate funded ratio for US corporate plans in November
Increase in aggregate funded ratio for US corporate plans in November
Wilshire Associates
4 Dec 2017 United States Countries - US, Investment - Performance
According to research by Wilshire Consulting, the aggregate funded ratio for US corporate pension plans increased by 1 percentage points, to end the month of November at 85.6%.

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 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

82107725A    
 
Wilshire Trust Universe Comparison Service Survey
Wilshire Trust Universe Comparison Service Survey
Wilshire Associates
10 Aug 2009 United States Worldwide News, Investment - Performance, Funding and Minimum Funding Requirement, Countries - US
Wilshire Associates has published its Trust Universe Comparison Service Survey results for the second quarter of 2009, revealing that corporate pension funds outperformed all other institutional investors with a median return of 10.93%. The median return for public funds was 10.86%, with foundations and endowments returning 10.66% and the union fund Taft Hartley returning 7.55%.

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 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CA4927AB   Click here to contact the authors.
 
2008 institutional investors' performance down approximately 25%
2008 institutional investors' performance down approximately 25%
Wilshire Associates
3 Feb 2009 United States Investment - Performance, Countries - US
According to research from Wilshire Associates, the performance of institutional investors' portfolios for the 2008 calendar year was down approximately -25%, with Taft Hartley funds with assets greater than $1bn seeing the worst returns at -27.49% for the year and -15.59% for the fourth quarter.

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 2009 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CF4680C1   Click here to contact the authors.
 
Institutional returns down sharply in third quarter
Foundations and endowments hit hardest
Wilshire Associates
6 Nov 2008 United States Investment - Performance, Countries - US
Hit hard by roiling markets globally, institutional investors saw the performance of their portfolios drop sharply in the third quarter of 2008, according to research from Wilshire Associates. Foundations and endowments had the worst median quarterly performance of -9.37%, and Taft Hartley funds with assets greater than $1bn reported the worst one-year median return at -15.45%.

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.

8D4472F2   Click here to contact the authors.
 
2006 Wilshire Report on State Retirement Systems: Funding Levels and Asset Allocation
2006 Wilshire Report on State Retirement Systems: Funding Levels and Asset Allocation
Wilshire Associates
14 Mar 2006 United States Worldwide News, Surpluses and Deficits, Scheme Issues & Trends, Investment - Management, Investment - General, Funding and Minimum Funding Requirement, Countries - US
A US study by Wilshire Consulting includes 125 state retirement systems. Of these 125 retirement systems, 58 systems reported actuarial values on or after 30 June 2005 and 67 systems reported before 30 June 2005. Twenty-one of these 67 late-reporting systems last reported before 30 June 2004.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5832648A   Click here to contact the authors.
 
Trust Universe Comparison Service (TUCS) Results Full Year and Q4 2004
Median performance and asset allocation figures for corporate and public pension funds
Wilshire Associates
Feb 2005 United States Investment - Performance
This study shows the median performance of master trusts rose 7.92% in the fourth quarter and 11.58% for the year. Master trusts with assets greater than $1 billion performed slightly better with median gains of 8.05% during the fourth quarter and 12.02% for the year. Public funds median performance was up 8.05% for the quarter and 11.63 for the year while corporate funds showed median gains of 7.98% for the quarter and 11.79% for the year. For those with assets greater than $1 billion, public funds median performance increased 8.05% for the quarter and 11.78 for the year while corporate funds showed median gains of 8.05% for the quarter and 12.23% for the 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 >> Feb 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

91284525   Click here to contact the authors.
 
Trust Universe Comparison Service Results Q3 2004
Median performance and asset allocation figures for corporate and public pension funds
Wilshire Associates
Nov 2004 United States Investment - Performance
This study shows the median performance of master trusts rose slightly in the third quarter gaining 0.29%. Year to date, TUCS showed a median performance gain for all master trusts of 3.26%. Master trusts with assets greater than $1 billion performed somewhat better gaining 3.67%. The one year median performance stands at 12.5% for all master trusts with master trusts with assets greater than $1 billion up 13.05%.

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

2626907D   Click here to contact the authors.
 
Trust Universe Comparison Service Results
Median performance and asset allocation figures for corporate and public pension funds
Wilshire Associates
Aug 2004 United States Investment - Performance
This study shows the second quarter 2004 median performance and asset allocation figures for corporate and public pension funds. Combined, the participating master trusts have approximately $1.9 trillion in assets. Also given are the returns for one, three, five, seven and ten years, the highest of the latter being corporate funds with assets greater than $1bn (10.28%).

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

B62547B2   Click here to contact the authors.
 
2004 Report on State Retirement Systems: Funding Levels and Asset Allocation
Funding levels of State Retirement Systems
Wilshire Associates
Mar 2004 United States Funding and Minimum Funding Requirement
According to this report, falling assets combined with continued growth in liabilities caused state retirement systems to plunge from a $180 billion shortfall in 2002 to more than double that, $366 billion, in 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 >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5B2331BD   Click here to contact the authors.
 
2003 Corporate Funding Survey on Pensions (FASB 87)
Study covering defined benefit plans sponsored by S&P 500
Wilshire Associates
May 2003 United States Scheme Issues & Trends, Funding and Minimum Funding Requirement
According to this research, corporate pension plans suffered their worst year ever. Defined benefit pension assets for S&P 500 companies fell $106 billion to $892 billion while liabilities increased $105 billion to $1,069 billion. As a result, the funding ratio (assets divided by liabilities) for all plans combined fell from 104% to 83% and a $34 billion surplus at the beginning of the year turned into a $177 billion deficit.

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

CD1307DA   Click here to contact the authors.
 

Results 1-10 of 10.