Large U.S. pension plans allocated most of their U.S. equity, 71%, to passive investments, based on responses to Pensions & Investments’ annual top 1,000 retirement plan sponsor survey. Conversely, these plans primarily invested their non-U.S. and global equity dollars actively, 62% and 60%, respectively.
Large pension plans take different approaches to U.S. and non-U.S. equities
Over time, the portion of U.S. equity investments allocated to active strategies has declined. A decade ago, 42% of the pension funds’ U.S. equity assets were invested actively. That dropped to 34% in 2019 and 29% last year.
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