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Global Pension Finance Watch – Third Quarter 2024

By George Pantelides and Frans Badenhorst | October 31, 2024

Positive asset returns in most regions over the quarter were mostly offset by increased liability values as a result of lower discount rates in all regions.
Investments|Retirement
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The overall impact of these movements on the WTW Pension Index was mixed, with modest positive movements in Brazil, Canada and the U.K., and decreases across the other regions.

About this report

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:

  • Investment performance on fund assets
  • Changes in economic assumptions on plan liabilities (as measured under international accounting standards)

If you have questions or comments about this report, please contact our WTW experts.

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Global Pension Finance Watch – Third Quarter 2024 PDF .4 MB

Contacts


George Pantelides
Director, Integrated and Global Solutions
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Frans Badenhorst
Director, Integrated & Global Solutions
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