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  2. INTERACTIVE
October 18, 2021 12:00 AM

By the Numbers for September 2021

Larry Rothman
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    Pension risk transfer activity
    Annual volume by category (billions)
     
    Most recent transactions (millions)
    TypeSponsorDateAssets
    Sanofi Pension SchemeOct. 12$1,000
    Miracle Garden Care Pension SchemeOct. 7$66
    Crown Packaging Manufacturing U.K.Oct. 4$3,000
    Selecta AGSept. 22$343
    Keysight TechnologiesSept. 21$343
    John Laing GroupSept. 16$443
    Macy’sSept. 7$256
    HP Inc.Sept. 7$5,200
    Pearl GroupAug. 12$1,400
    British American TobaccoAug. 9$555
    L3Harris TechnologiesAug. 5$169
    Signet JewelersAug. 5$299
    CTS Corp.Aug. 4$230
    For details on all recent pension risk transfers, click here.
    Monthly corporate funding ratio
    Trailing 12-month returns by asset class
    20202021
    OctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptember
    S&P 5009.7%S&P 50017.5%Russell 200020.0%Russell 200030.2%Russell 200051.0%Russell 200094.8%Russell 200074.9%Russell 200064.6%Russell 200062.0%Russell 200052.0%Russell 200047.1%Russell 200047.7%
    BB U.S. Agg.6.2%MSCI EM15.0%S&P 50018.4%MSCI EM27.9%MSCI EM36.0%MSCI EM58.4%MSCI EM48.7%MSCI EM51.0%MSCI EM40.9%S&P 50036.4%S&P 50031.2%S&P 50030.0%
    Global ex-U.S. fixed income5.0%Russell 200013.6%MSCI EM16.3%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%Real Estate31.2%Real Estate30.5%Real Estate27.1%
    MSCI EM4.9%MSCI ACWI ex-U.S.9.5%MSCI ACWI ex-U.S.10.7%MSCI ACWI14.0%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%MSCI ACWI ex-U.S.27.8%MSCI ACWI ex-U.S.24.9%MSCI ACWI ex-U.S.23.9%
    High Yield3.5%Global ex-U.S. fixed income8.9%Global ex-U.S. fixed income10.1%Global ex-U.S. fixed income8.2%High Yield9.40%Real Estate34.4%Real Estate32.6%Real Estate35.1%Real Estate31.6%MSCI EM20.6%MSCI EM21.1%MSCI EM18.2%
    Cash0.9%BB U.S. Agg7.3%BB U.S. Agg7.5%High Yield7.4%Global ex-U.S. fixed income6.3%High Yield23.7%High Yield19.7%High Yield15.0%High Yield15.4%High Yield10.6%High Yield10.1%High Yield11.3%
    Russell 2000-0.1%High Yield7.2%High Yield7.1%BB U.S. Agg4.7%Real Estate1.6%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%Global ex-U.S. fixed income1.7%Global ex-U.S. fixed income0.7%Cash0.1%
    MSCI ACWI ex-U.S.-2.6%Cash0.8%Cash0.7%Cash0.6%BB U.S.  Agg1.4%BB U.S. Agg0.7%Cash0.1%Cash0.1%Cash0.1%Cash0.1%Cash0.1%BB U.S. Agg-0.9%
    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%BB U.S. Agg-0.7%BB U.S. Agg-0.1%Global ex-U.S. fixed income-1.2%
    A return to normal for U.S. economic indicators
    Growth of wages & salaries
    Growth of unemployment and other governmental social benefits (billions)
    Personal consumption expenditures
    Sources: P&I Research Center; NISA Investment Advisors; Bloomberg LP; U.S. Bureau of Economic Analysis
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