Update: All equity markets post losses for the first quarter, Mercer reports
The first quarter of 2008 brought losses in all equity markets, Mercer's latest Defined Contribution Universe Summary reports. The S&P 500 Index lost 9.4 percent, and the balanced asset class -- using a benchmark of 60 percent S&P 500 and 40 percent Lehman Aggregate Bond Indices -- posted a 4.9 percent loss. International equity markets, as measured by the MSCI EAFE Index, lost 8.9 percent. But the fixed-income asset class turned in a positive quarter, with the Lehman Aggregate Bond Index gaining 2.2 percent. Value funds outperformed growth funds in both the small- and large-cap categories. (Update, 13 May 2008, 5 pages)
- Full Update (PDF)
Custom research
Need research on what employers are doing to control health care costs, how many employers are freezing their DB plans, or what the top M&A deals were last year?
Select members can save time – and gain access to our vast collection of proprietary resources – by asking a Mercer expert researcher to prepare a customized report, with the relevant resources, responding to your inquiry. Special hourly rates and copyright/licensing release charges may apply.
Mercer Offerings
To learn about other Mercer offerings, check out these Mercer sites:
Mercer.com: Mercer's flagship site
iMercer.com: Survey data and analysis
Terms of Use | Mercer Select
©2008 Mercer LLC, All Rights Reserved
.13
/ 0.16 /
/