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Survey of Capital Market Assumptions

Are my plan's investment return assumptions reasonable?

We are retirement and healthcare actuaries, not investment professionals. Therefore, when developing the expected return assumption, we seek input from our colleagues in the investment advisory community.

The information gathered from this survey can help answer the common question: “Are my plan’s investment return assumptions reasonable?”

Click below to download the current edition of the Survey.

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2023 Survey of Capital Market Assumptions

Survey of Capital Market Assumptions

2023 Edition

Prior Editions

We conduct our survey annually and publish a new edition each Summer.

 

Prior editions of the survey can be downloaded below.

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2022 Survey of Capital Market Assumptions

2022 Edition

Horizon Actuarial Services, LLC is an independent consulting firm specializing in providing actuarial and consulting services to multiemployer benefit plans.  Horizon Actuarial does not provide investment, legal, or tax advice.  Please consult with your investment advisor, legal counsel, or tax advisor for information specific to your plan’s investment, legal, or tax implications.

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