Asset performance was moderately positive, with the exception of the U.K., and inflationary pressures remain but show signs of subsiding. Overall, the combined effects drove modest, negative second quarter pension index results for all countries except for the U.S. and Japan.
While it is always the case that Global Pension Finance Watch captures results at the end of each quarter, we particularly want to highlight the point in time view of this publication in light of recent volatility. WTW supports the daily monitoring of pension funded status and other key pension financial metrics for those organizations wishing to inform key business decisions.
Global Pension Finance Watch, published quarterly, reviews how capital market performance affects defined benefit pension plan financing in major retirement markets worldwide, with a focus on linked asset/liability results. We cover defined benefit pension plans in Brazil, Canada, the Eurozone, Japan, Switzerland, the U.K. and the U.S. Specific plan results will vary, often substantially, based on liability characteristics, contribution policy, portfolio composition and management strategy among other factors. The passage of time since quarter end, may also have a significant impact on pension plan financing.
The impact of capital markets on these pension plans is twofold:
If you have questions or comments about this report, please contact our WTW experts.
| Title | File Type | File Size |
|---|---|---|
| Global Pension Finance Watch – Second Quarter 2023 | .3 MB |
