Tag: foundations and endowments

Public funds bested corporate funds thanks to higher equity allocations.

U.S. equity is a core holding for all plan types, and alternative investments gave plans a boost as well.

Nearly half of the endowments and foundations surveyed indicate an annual loss tolerance of only 5% or less, a figure...

Of the three institutional segments tracked by Northern Trust, corporate ERISA pension plans performed the best during 1Q 2020.

Corporate ERISA pension plans reported the highest median return of the three segments tracked, and had the highest allocation to...

According to Northern Trust, Corporate Employee Retirement Income Security Act (ERISA) pension plans had the best first quarter on a...

“Equity exposure weighed on plan performance in the fourth quarter,” says Jason Schwarz, president, Wilshire Analytics and Wilshire Funds Management.

“Fixed income was something of a safe harbor in the fourth quarter, and Corporate ERISA plans benefited from larger allocations...

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy”...

Despite investing towards return goals in the 5% to 8% range, many endowments and foundations surveyed by CAPTRUST say they...

Institutional assets tracked by Wilshire Trust Universe Comparison Service (Wilshire TUCS) posted an all-plan median return of 0.88% for second...

Wilshire TUCS first quarter returns were weighed down by losses across all major asset classes.

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median one-year gain for all plan types of 14.72%.

A relatively large allocation to international equities in Public Funds helped them beat out returns for Corporate ERISA plans and...