PCA's Most Current Research

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

pdfInvestment Market Risk Metrics March 2014 (1,724 KB)

March 2014 by Pension Consulting Alliance, Inc.
John Linder, CFA, CPA
Copyright 2014 Pension Consulting Alliance, Inc.

pdfMLP Research Report March 2014 Final (165 KB)

A Primer on Master Limited Partnerships. Master limited partnerships (“MLPs”) have provided investment opportunities since the 1980s. As the infrastructure marketplace continues to develop in the United States and abroad, institutional investors continue to explore the various investment vehicles which comprise the infrastructure landscape.

March 2014 by Pension Consulting Alliance, Inc.
Copyright 2013 Pension Consulting Alliance, Inc

The Role of Assets (983 KB)

Updated as of 12-31-13
February 2014 by Pension Consulting Alliance, Inc.
Copyright 2014 Pension Consulting Alliance, Inc

pdfInvestment Market Risk Metrics February 2014 (1,492 KB)

February 2014 by Pension Consulting Alliance, Inc.
John Linder, CFA, CPA
Copyright 2014 Pension Consulting Alliance, Inc.

2014 Ten-year Investment Class Assumptions (1540 KB)

PCA's Nominal 2014 Ten-year Investment Class Assumptions

2014 Ten-year Asset Class Assumptions, Copyright 2014 Pension Consulting Alliance, Inc.

pdf2013 4Q Economic Review (456 KB)

Updated as of 4th quarter 2013
January 2014 by Pension Consulting Alliance, Inc.
Copyright 2014 Pension Consulting Alliance, Inc

pdfSurvey of Plan Sponsors’ Portfolio Allocation Strategies (383 KB)

This report presents the findings of a survey conducted by Pension Consulting Alliance, Inc. (“PCA”) on the portfolio allocation strategies of 18 large U.S. and non-U.S. plan sponsors.

November 2013 by Pension Consulting Alliance, Inc.
Sarah Bernstein, Ph.D
Copyright 2013 Pension Consulting Alliance, Inc

pdf2013 3Q Economic Review (456 KB)

Updated as of 3rd quarter 2013
November 2013 by Pension Consulting Alliance, Inc.
Copyright 2013 Pension Consulting Alliance, Inc

 

 

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