FutureMetrics maintains an extensive database on corporate defined benefit plans. Our database contains current accounting data and analysis information on the 1000 largest corporate plans (currently that includes all plans with plan assets greater than about $25 million). Our database extends back to 1987.
Our unique investing
returns estimations and asset allocation
data for corporate
pension plans provide insights into the
strengths and weaknesses of individual
corporate pension asset investing
strategies.
We publish the Pension Status Report
and the Annual Best and Worst
Investing Returns Report. Please
send an
email
to be added to our distribution list.
Our pension products are described below.
Pension Data and Analysis
Custom Data Packages
We provide custom designed data packages for clients. The packages contain client requested fundamental pension accounting data as well as client requested analysis and information derived from the data. All of the accounting data and analysis information are packaged in easy to navigate Excel formats.
Online
Data and Charts
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a free trial period
The Pension Liability and Asset Analysis Application (PLAaN) allows the user to generate detailed up-to-date information about the accounting, fundamental position, and investment results from a database of corporate defined benefit pension sponsors. All outputs can be easily integrated into documents and spreadsheets.
PLAaN not only allows a user to view concise summary information about any company's pension plan data but also contains a broad selection of analytical tools. The user can inspect the details of corporate pension plans in many ways that are only accessible through PLAaN’s set of proprietary analysis algorithms.
All of the results for all of the functions are presented consistently in PLAaN’s standard format. A selected company’s analysis results are presented along with the statistics for a user defined comparison universe of companies. The individual company’s results are shown in a format that allows easy comparison of that company against the distribution of results from the comparison universe. Once the user has selected the company and the comparison universe the user can select from a variety of analytical functions.
UNIQUE TO FUTUREMETRICS' PENSION ANALYSIS - PLAaN uses a proprietary methodology to calculate the estimated percentage annual returns on the pension plan's assets. PLAaN allows the user to select a custom return benchmark portfolio and compare the selected company and the universe of comparison companies to the benchmark.
Amongst the proprietary analysis tools are functions which allow the comparisons of the "adjusted" PBO (Projected Benefit Obligation) values to the pension funds’ assets. This unique function allows a “real” comparison of the funded levels of companies by setting discount rate and salary inflation assumptions to identical values and adjusting all of the liability calculations accordingly. We can provide this analysis using the PBGC published settlement rates or government bond rates.