Twelve pre-built views. Four areas of pension intelligence.
A view is a pre-built answer to a question pension analysts get asked over and over. Instead of pulling figures from a 250-page report and rebuilding a spreadsheet, you open the view and the answer is already there - sourced, current, and cited back to the original ACFR.
See an issuer's full pension picture in one screen.
The Issuer Credit Summary pulls every plan a state, city, or county sponsors into a single view - total net pension liability, weighted funded ratio, a plan-by-plan breakdown, and the most recent material changes. The difference between an afternoon of digging and a thirty-second read.
- V01Issuer Credit SummaryEvery plan an issuer sponsors, in one view.
- V02Plan ProfileThe full picture of a single plan, across every reported year.
| Plan | NPL ($B) | Funded | Source |
|---|---|---|---|
TRS Teachers' Retirement | 81.2 | 46.3% | |
SERS State Employees' | 31.4 | 44.1% | |
SURS Universities | 26.9 | 41.7% | |
JRS Judges' | 1.4 | 39.2% |
Context turns a number into a judgment.
A 74% funded ratio means nothing on its own. Vested's comparison views put every plan in context - against its peers, against its own history, against every other plan in its state. You see not just where a plan stands, but whether that's good, bad, or quietly deteriorating.
- V01Peer ComparisonBenchmark a plan against a curated peer set.
- V02Funded Status TrendMulti-year trajectory of funded ratio and NPL.
- V03State ScorecardEvery plan in a state ranked on key stress metrics.
Know how fragile a plan really is.
Discount-rate sensitivity, stress tests, and restatement history - the views that show what a single line on a balance sheet hides. See how liabilities swing under different assumptions, and which plans keep revising past numbers.
- V01Discount Rate SensitivityLiability response to +/- 1% rate moves.
- V02Assumption Stress TestMulti-variable shock to funded ratio and contributions.
- V03Restatement HistoryWhere reported values were later revised - and by how much.
- V04Cash Flow StressNet cash flow vs. assets - the runway view.
Your whole book, scored for pension risk.
Portfolio views aggregate exposure across every issuer you hold - share of par by funded-status bucket, the fastest-deteriorating credits, and how a rate shock would ripple through the book. The view that justifies a team paying for it.
- V01Portfolio Pension ExposureShare of par by funded-status bucket.
- V02Deterioration RankingIssuers in your book sorted by negative momentum.
- V03Portfolio Stress TestApply a sensitivity shock across every holding.
| State of Illinois (GO) | $184M par | -3.4pp ▼ |
| Chicago Public Schools | $96M par | -2.9pp ▼ |
| New Jersey TPAF | $142M par | -2.1pp ▼ |
| Kentucky ERS | $38M par | -1.7pp ▼ |
Every number, back to its source.
Anyone can put a figure on a screen. Vested shows you exactly where it came from - the document, the page, and the original line of text. Click any number and you're looking at the source. That's what makes Vested data safe to put in a credit memo, a board deck, or a published story.
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