Breadcrumb Home INTERACTIVE July 12, 2021 12:00 AM By the Numbers for July 2021 Larry Rothman Tweet Share Share Email More Reprints Print Pension risk transfer activity Annual volume by category (billions) Most recent transactions (millions) TypeSponsorDateAssets Commonwealth Bank of Australia (UK) Staff Benefits SchemeJuly 8$583 Ladbrokes Pension PlanJuly 1$583 Ridgeon GroupJune 30$69 Sonoco ProductsJune 23$900 QinetiQ GroupJune 17$183 John Good GroupJune 10$24 UnisysJune 8$103 TUI AGJune 1$255 TUI AGJune 1$845 Allied Irish BanksMay 27$86 PfizerMay 27$268 Chartered Insurance InstituteMay 20$78 For details on all recent pension risk transfers, click here. Monthly corporate funding ratio Trailing 12-month returns by asset class 20202021 OctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJune S&P 5009.7%S&P 50017.5%Russell 2000 20.0%Russell 2000 30.2%Russell 200051.0%Russell 200094.8%Russell 200074.9%Russell 200064.6%Russell 200062.0% BB U.S. Agg. 6.2%MSCI EM 15.0%S&P 50018.4%MSCI EM 27.9%MSCI EM 36.0%MSCI EM58.4%MSCI EM48.7%MSCI EM51.0%MSCI EM40.9% Global ex-U.S. fixed income 5.0%Russell 2000 13.6%MSCI EM 16.3%S&P 50017.2%S&P 50031.3%S&P 50056.4%S&P 50046.0%MSCI ACWI ex-U.S. 42.8%S&P 50040.8% MSCI EM 4.9%MSCI ACWI ex-U.S. 9.5%MSCI ACWI ex-U.S. 10.7%MSCI ACWI 14.0%MSCI ACWI ex-U.S. 26.2%MSCI ACWI ex-U.S.49.4%MSCI ACWI ex-U.S.43.0%S&P 50040.3%MSCI ACWI ex-U.S. 35.7% High Yield 3.5%Global ex-U.S. fixed income 8.9%Global ex-U.S. fixed income 10.1%Global ex-U.S. fixed income 8.2%High Yield 9.40%Real Estate34.4%Real Estate32.6%Real Estate35.1%Real Estate31.6% Cash0.9%BB U.S. Agg 7.3%BB U.S. Agg 7.5%High Yield 7.4%Global ex-U.S. fixed income 6.3%High Yield23.7%High Yield19.7%High Yield15.0%High Yield15.4% Russell 2000 -0.1%High Yield 7.2%High Yield 7.1%BB U.S. Agg 4.7%Real Estate 1.6%Global ex-U.S. fixed income7.2%Global ex-U.S. fixed income6.7%Global ex-U.S. fixed income7.8%Global ex-U.S. fixed income4.6% MSCI ACWI ex-U.S. -2.6%Cash0.8%Cash0.7%Cash0.6%BB U.S. Agg 1.4%BB U.S. Agg0.7%Cash0.1%Cash0.1%Cash0.1% Real Estate -21.5%Real Estate -10.5%Real Estate -9.2%Real estate -9.8%Cash0.4%Cash0.1%BB U.S. Agg-0.3%BB U.S. Agg-0.4%BB U.S. Agg-0.3% After bottoming out in April 2020, commodities are roaring back Growth of the Bloomberg Commodity index The largest Bloomberg Commodity index constitutents by weighting Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP Recommended for You Graphic: Private equity managers under the microscope 5 plans receive Morningstar's gold rating for 529 plans North American M&A volume on pace to exceed last year — PitchBook Sponsored Content: Retirement Income Solutions: Delivering Lifetime Benefits Sponsored White Papers Thematic equity: the active element of a global stock portfolio Navigating the New Normal: The Future of Equity Investment A Primer on Asset-Based Private Credit Beyond the Retirement Crisis Headlines Solving the Illiquidity Problem: Ortec Finance and CalPERS Liquidity Management The Quant Renaissance: How Alternative Approaches Are Driving the Rebirth of Sy… View More Sponsored Content Partner Content The Industrialization of ESG Investment For institutional investors, ETFs can make meeting liquidity needs easier Gold: the most effective commodity investment 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios Ten ways retirement plan professionals add value to plan sponsors Gold: an efficient hedge View More