Other
Defined Benefit Plan Weighted Average Asset Allocation
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryRisk
SignalContext dependent
VolatilityStable
First reportedQ4 2021
Last reportedQ4 2021Feb 17, 2022
How to read this metric
Shifts toward riskier assets may signal an attempt to close funding gaps, while shifts toward fixed income suggest a de-risking strategy.
Detailed definition
This metric tracks the percentage distribution of pension plan assets across various investment classes such as equities...
Peer comparison
Highly comparable across companies with legacy defined benefit plans; utilities often maintain conservative allocations.
Metric ID:
defined_benefit_plan_asset_allocation_pctHistorical Data
1 periods
| Q4 '21 | |
|---|---|
| Value | 1 |
Defined Benefit Plan Weighted Average Asset Allocation at Other Companies
Frequently Asked Questions
- What is Southern Company's defined benefit plan weighted average asset allocation?
- Southern Company (SO) reported defined benefit plan weighted average asset allocation of 1 in Q4 2021.
- What does defined benefit plan weighted average asset allocation mean?
- The breakdown of how pension fund money is invested across different asset types.