Discount rates increased across all markets and asset performance was largely positive. Overall, the combined effects drove positive first quarter pension index results for all countries.
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:
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| Title | File Type | File Size |
|---|---|---|
| Global Pension Finance Watch – First Quarter 2024 | .4 MB |
