Institutional Plans Rack Up Another Positive Quarter

July 29, 2011 ( - U.S. institutional investment plan sponsors in the Northern Trust Universe had their fourth consecutive quarter of positive results in Q2.


According to a press release, those plans gained 1.2% at the median.

The Northern Trust Universe represents the performance of about 300 large institutional investment plans, with a combined asset value of approximately $839.2 billion, which subscribe to Northern Trust performance measurement services.

In the second quarter, Corporate Pension Plans had a median return of 1.4%, while Public Funds returned 1.3%, and Foundations & Endowments rose 1.1% at the median. According to the report, Public Funds led the way in 12-month returns, gaining 22.2% at the median, while the median one-year return was 20.8% for Corporate Pensions, and 20.3% for Foundations & Endowments.

Longer-term performance results for all plans in the Northern Trust Universe are:

                                                            1 Yr                  2 Yr                  3 Yr                  5 Yr

Corporate Pension Plans           20.8%               18.2%               4.8%                 5.2%

Public Funds                                  22.2%               17.8%               4.2%                 4.7%

Foundations & Endowments      20.3%               16.1%               2.8%                 4.4%