Pension Risk Transfer data now available in the P&I Research Center

NEW YORK, Oct. 18, 2017 /PRNewswire/ -- The P&I Research Center (researchcenter.pionline.com) has just added data about pension risk transfers (PRTs). This new database contains details on more than 200 transactions over the past five years representing more than $200 billion in liabilities that have been moved off corporate balance sheets and 1.5 million individuals that have been impacted.

A confluence of macroeconomic factors and a profound shift in the goals of corporations since the global financial crisis have dramatically accelerated the pace of corporate plan sponsors shifting defined benefit pension risk off their balance sheet through PRTs.  Corporations as large as General Motors Co. and Koninklijke Philips NV and as small as Hickory Springs Manufacturing Co. have transferred assets from their balance sheets to insurance companies. 

Pension risk transfers come in different sizes and shapes. In the U.K., many plan sponsors have chosen to use longevity swaps to eliminate the risk of participants living longer than actuaries originally forecasted. In the U.S., many plan sponsors have made lump-sum offers to participants. P&I has tracked almost 125,000 participants accepting lump-sum offers.

"P&I  strives to enable our readers to make better business decisions by providing them with timely and essential information and analytics. Retirement security has never been more important and in many ways less certain. The Pension Risk Transfer database will enable plan sponsors, insurers, regulators and participants to track and analyze a trend that will reshape the global retirement landscape for decades to come," says Aaron M. Cunningham, CAIA, Director of Research & Analytics, Pensions & Investments.

Be the first to get a comprehensive look at the pension risk transfer information. Contact Aaron M. Cunningham, CAIA, for additional details: 916-841-7893 or [email protected].

An in-depth special report on pension risk transfers will be featured in the Nov. 13 issue of Pensions & Investments. A second special report on managing assets for PRTs is planned for August 2018.

About P&I Research Center
P&I Research Center is an interactive platform of institutional investor profiles and industry data compiled and verified by the P&I editorial team.

This analytical tool gives users access to profiles and data on pension funds, money managers and investment consultants including 10-years of historical data that can be sorted and viewed by type of plan, asset class, AUM and various demographic criteria in a user-friendly format.

Institutional investors, institutional asset managers, investment consultants, business and financial news media and investment industry service providers can quickly access data and relevant news, identify market trends and export customized searches.

The Research Center features data and profiles on a market representing more than $40 trillion in total assets.

Detailed data and investment information are available on:

• The largest retirement plans
• Pension risk transfers
• Investment performance of asset owners
• Top money managers
• Investment consultants
• Defined contribution record keepers

P&I Research Center users can customize searches with options to sort and filter by asset class, plan type, assets under management, state and specific year, or view a comprehensive historical perspective. To view a demo of the P&I Research Center, go to researchcenter.pionline.com or contact O'Brien Quartuccio at 212.850.7611.

About Pensions & Investments
Since 1973, P&I has been the leading resource for industry investment data, analysis and news. With unmatched integrity and professionalism, Pensions & Investments consistently delivers news, research and analysis to the executives who manage the flow of funds in the institutional investment market. Written for pension, portfolio and investment management executives at the hub of this market, Pensions & Investments provides its audience with timely and incisive coverage of events affecting the money management business. Written by a worldwide network of reporters and correspondents, Pensions & Investments' coverage includes business and financial news, legislative reports, global investments, product development, portfolio management, risk management, technology, investment performance, executive changes, corporate governance and other topics crucial to the people who drive the world of professional money.

SOURCE Pensions & Investments

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