Tag: foundations and endowments

Institutional Plan Returns Rebound in Q1 2019

According to Northern Trust, Corporate Employee Retirement Income Security Act (ERISA) pension plans had the best first quarter on a relative basis, while the Wilshire Trust Universe Comparison Service shows Taft Hartley defined benefit (DB) plans, which had the largest allocation to U.S. equities, posted the highest Q1 gain.

As Volatility Returned, Endowment Index Lost Ground in 2018

The Endowment Index represents a benchmark for analyzing the investable opportunity of managers of portfolios utilizing the “Endowment Investment Philosophy” or who “otherwise incorporate alternative investments within a comprehensive asset allocation.”