PCA's Most Current Research

(See "PCA Research By Topic" below for research older than 90 days)

pdfInvestment Market Risk Metrics May 2013 (1,723 KB)

May 2013 by Pension Consulting Alliance, Inc.
John Linder, CFA, CPA
Copyright 2013 Pension Consulting Alliance, Inc

pdf2013 1Q Economic Review (460 KB)

Updated as of 1st quarter 2013

pdfInvestment Market Risk Metrics April 2013 (3,207 KB)

April 2013 by Pension Consulting Alliance, Inc.
John Linder, CFA, CPA
Copyright 2013 Pension Consulting Alliance, Inc

pdf529 Investment Overview 4Q 2012 (125 KB)

PCA has recently developed our quarterly 529 Investment Overview.  The purpose of this overview is to detail the median performance results of age-based programs (as a proxy for 529 program performance overall) across the country. In addition, comparison is made between the median results of all Direct sold and Advisor sold programs. It is important to note that this report does not directly reflect the performance results of your State’s program, however, it is likely included in the underlying data.  

January 2013 by Pension Consulting Alliance, Inc.
Jeremy Thiessen
Copyright 2013 Pension Consulting Alliance, Inc

The Role of Assets (686 KB)

Updated as of 12-31-12
by Pension Consulting Alliance, Inc.

The Role of Assets, Copyright 2013 Pension Consulting Alliance, Inc.

2013 Ten-year Investment Class Assumptions (988 KB)

PCA's Nominal 2013 Ten-year Investment Class Assumptions

2013 Ten-year Asset Class Assumptions, Copyright 2013 Pension Consulting Alliance, Inc.

pdfDeveloping Expected Return and Risk Assumptions (1 MB)

March 2012 by Pension Consulting Alliance, Inc.
Neil Rue, CFA and John Linder, CFA, CPA
Copyright 2012 Pension Consulting Alliance, Inc

 

 

PCA Research by Topic

General Reports

Investment Market Risk Metrics

Recent Market Trends

Quarterly Economic Reviews