PCA's Most Current Research
(See "PCA Research By Topic" below for research older than 90 days)
Investment Market Risk Metrics May 2013 (1,723 KB)
May 2013 by Pension Consulting Alliance, Inc.
2013 1Q Economic Review (460 KB)
Updated as of 1st quarter 2013
Investment Market Risk Metrics April 2013 (3,207 KB)
April 2013 by Pension Consulting Alliance, Inc.
529 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.
The Role of Assets (686 KB)
Updated as of 12-31-12
The Role of Assets, Copyright 2013 Pension Consulting Alliance, Inc.
2013 Ten-year Investment Class Assumptions (988 KB)
March 2012 by Pension Consulting Alliance, Inc.
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