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Pension Funds Research

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Demographics & long-term growth

Demographics is not destiny, but it can set parameters.

Kim Catechis, Investment Strategist, Franklin Templeton Institute
Franklin Templeton Institute, 28 July 2023

Pension Funds Asset Allocation 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Pension asset allocation, P7 in 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Aggregate P7 asset allocation from 2002 to 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Domestic equity over total equity exposure

1999 - 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Domestic bonds over total bond exposure

1999 - 2022

Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2003-2022)

Callan, January 2023

The 60/40 Portfolio Reign Challenged: A Wake-Up Call for Investors

The 60/40 stocks-bonds portfolio, a traditional investment strategy that has been popular for the past 40 years due to low inflation and strong economic growth, is facing challenges as it is not immune to all market conditions.

Guillaume Bourquenoud
Alquant, January 30, 2023

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2002–2021)

Callan, January 2022

Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Ranked in Order from the Highest to the Lowest Performance

Hinder Asset Management, January 2021
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