Average Public Pension Assumed Rate of Return Hits 40-Year Low

Link: https://www.ai-cio.com/news/average-public-pension-assumed-rate-of-return-hits-40-year-low/

Excerpt:

The average investment return rate assumption for U.S. public pension funds has fallen below 7.0%, to its lowest level in more than 40 years, according to the National Association of State Retirement Administrators.

Among the 131 funds that NASRA measured, more than half have reduced their investment return assumption since fiscal year 2020 as rising interest rates and other factors have contributed to more volatile investment returns. 

For the 30‐year period that ended in 2020, public pension funds accrued approximately $8.5 trillion in revenue, according to NASRA, of which $5.1 trillion, or 60%, came from investment earnings. Employer contributions accounted for $2.4 trillion, or 28%, and employee contributions totaled $1 trillion, or 12%. 

Author(s): Michael Katz

Publication Date: 1 Aug 2022

Publication Site: ai-CIO