Latest Charts

Fewer corporate DC plans holding company stock

The median allocation to a company's respective stock in its defined contribution plan was 11% as of Sept. 30, 2018, according to data collected by Pensions & Investments

Not buying it, equity funds

Equity-focused mutual funds and exchange-traded funds followed their worst month in three years with more net outflows in January and neutral interest in the first half of February.

Bitcoin more volatile than rand, lira

Since the end of 2016, the 90-day volatility of the spot value of bitcoin vs. the dollar has been about 5.6 times that of the volatility of the dollar vs. Turkish lira and about 4.9 times the 90-day volatility of the South African rand.

Largest DC plan assets make up 15% of GDP; DB sit at 31%

Assets of the 200 largest defined contribution plans grew to 15.4% of U.S. gross domestic product from slightly less than 11.5% five years earlier, while defined benefit assets rose about 3% over that same period to 30.5%.

ESG interest driving data spending higher

Market participants, including asset owners and asset managers, spent an estimated $505 million on environmental, social and governance related content and indexes in 2018.

71% of S&P companies beat Q4 estimates so far

As of Feb. 8, about two-thirds of all companies in the S&P 500 have reported Q4 2018 earnings, with 71% beating consensus estimates, 7% meeting expectations and the remaining 22% missing estimates.

Pension risk transfers hit $252 billion

Most recent data from Pensions & Investment's Research Center show that $252 billion in pension fund assets have been involved in some method of pension risk transfer since 2009.

PIMCO Income and Total Return passing ships

As two of the most widely held bond funds by defined contribution participants, PIMCO's Total Return and Income funds have seen their AUM numbers trade places among the manager's largest funds.

Charts

Not buying it, equity funds

Equity-focused mutual funds and exchange-traded funds followed their worst month in three years with more net outflows in January and neutral interest in the first half of February.

Charts

Bitcoin more volatile than rand, lira

Since the end of 2016, the 90-day volatility of the spot value of bitcoin vs. the dollar has been about 5.6 times that of the volatility of the dollar vs. Turkish lira and about 4.9 times the 90-day volatility of the South African rand.

Charts

ESG interest driving data spending higher

Market participants, including asset owners and asset managers, spent an estimated $505 million on environmental, social and governance related content and indexes in 2018.

Charts

71% of S&P companies beat Q4 estimates so far

As of Feb. 8, about two-thirds of all companies in the S&P 500 have reported Q4 2018 earnings, with 71% beating consensus estimates, 7% meeting expectations and the remaining 22% missing estimates.

Charts

Pension risk transfers hit $252 billion

Most recent data from Pensions & Investment's Research Center show that $252 billion in pension fund assets have been involved in some method of pension risk transfer since 2009.

Charts

PIMCO Income and Total Return passing ships

As two of the most widely held bond funds by defined contribution participants, PIMCO's Total Return and Income funds have seen their AUM numbers trade places among the manager's largest funds.