As part of their year-end reporting process, US corporate and public defined benefit (DB) plan sponsors must set an assumption for the long-term expected return on assets, or ROA. To help sponsors make more informed decisions, Wellington provides this annual update on ROA assumptions, including their latest trend analysis and long-term capital market assumptions.
Authors:
Amy Trainor, FSA, LDI Team Chair and Multi-Asset Strategist
Jacqueline Yang, CFA, Investment Strategy Analyst
Ian Spencer, Investment Strategy Analyst
For professional, institutional, or accredited investors only.