The Eurozone saw negative asset returns and a slight increase in liabilities, leading to a decrease in the index. Across the other regions asset and liability movements broadly offset each other. The pension index increased in all regions over the full year.
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 – Fourth Quarter 2024 | .7 MB |
