About 53 percent of respondents have a bearish view of markets over the next 12 months, according to NEPC in its 11th annual edition of its Defined Benefit (DB) Trends Survey, which examines funded status, forward-looking expected return on assets, and shifts in investor sentiment. Respondents to the 2023 survey included 51 corporate and healthcare organizations with the majority of plans ranging in size from $100 million to over $3 billion.
Respondent sentiment demonstrates a full reversal from the results of the