Pension funds have benefitted strongly in the last quarter—and the last several years—from strong stock market performance.
Tag: Endowment Foundation
Public Funds gained 3.6% at the median in the second quarter, slightly ahead of Corporate Employee Retirement Income Security Act (ERISA) plans, at 3.2%, Northern Trust data shows.
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Corporate funds saw a quarterly gain of 3.13%, compared to a median return of 2.88% for all plan types, according to the Wilshire TUCS.
However, corporate funds' and Taft Hartley plan's returns trailed those of public funds and foundations and endowments.
“The median return of the three plan types varied slightly, but the way each achieved its strong positive return was distinctive,” says Amy Garrigues with Northern Trust.
Northern Trust Universe data shows the second quarter of 2016 was the third consecutive quarter of modest positive returns for institutional asset owners, with returns clocking in just shy of 2%.
Among other things, Greenwich Associates says liquidity needs of institutional investors will fuel demand for ETFs in fixed income, driving $68 billion in new annual flows.
"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.
2015 was the first calendar year since 2008 that institutional investors overall had a negative return.
Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.
Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.
The expectations of institutional investors are predicted to remain positive during 2014 and beyond, says a new survey.
The funded status of the typical U.S. corporate pension plan improved 1.7% in February to reach 92.6%, as most asset classes gained during the month.
Institutional investors posted mixed returns in Q213, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS).
Among institutional asset owners, not a single category reported positive median returns during the third quarter, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS).
Higher education endowments earned returns averaging 19.8% in fiscal year 2011.
TIAA-CREF has developed a retirement plan solution designed for not-for-profit institutions with $1 million to $20 million in retirement plan assets.
Sue Crosby has joined Mercer as a Partner in the firm’s Investment Consulting business, based in New York.
An SEI Quick Poll reveals nonprofits are adding new asset classes to portfolios in an effort to protect themselves against ongoing investment volatility.