Anixter International Inc. Financial Statement Analysis slide image

Anixter International Inc. Financial Statement Analysis

ANIXTER INTERNATIONAL INC. NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS - (Continued) The pension committees meet regularly to assess investment performance and reallocate assets that fall outside of its allocation guidelines. The variations between the allocation guidelines and actual asset allocations reflect relative performance differences in asset classes. From time to time, the Company periodically rebalances its asset portfolios to be in line with its allocation guidelines. For 2019, the U.S. investment policy guidelines were as follows: • Each asset class is managed by one or more active and passive investment managers • . • • Each asset class may be invested in a commingled fund, mutual fund, or separately managed account Investment in Exchange Traded Funds ("ETFs") is permissible Each manager is expected to be "fully invested" with minimal cash holdings Derivative instruments such as futures, swaps and options may be used on a limited basis; For funds that employ derivatives, the loss of invested capital to the Trust should be limited to the amount invested in the fund The equity portfolio is diversified by sector and geography The real assets portfolio is invested Real Estate Investment Trusts ("REITs") and private real estate The fixed income is invested in U.S. Treasuries, investment grade corporate debt (denominated in U.S. dollars), and other credit investments including below investment grade rated bonds and loans, securitized credit, and emerging market debt The investment policies for the Foreign plans are the responsibility of the various trustees. Generally, the investment policy guidelines are as follows: Make sure that the obligations to the beneficiaries of the Plan can be met • • Maintain funds at a level to meet the minimum funding requirements The investment managers are expected to provide a return, within certain tracking tolerances, close to that of the relevant market's indices The expected long-term rate of return on both the Domestic and Foreign Plans' assets reflects the average rate of earnings expected on the invested assets and future assets to be invested to provide for the benefits included in the projected benefit obligation. The Company uses historic plan asset returns combined with current market conditions to estimate the rate of return. The expected rate of return on plan assets is a long-term assumption based on an analysis of historical and forward looking returns considering the respective plan's actual and target asset mix. The weighted-average expected rate of return on plan assets used in the determination of net periodic pension cost for 2019 is 6.01%. 63
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