
Advisers Giving Back: A Foundation That Spans the World
Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.
Wilshire Data Highlights Impressive Market Growth for Q3
Pension funds have benefitted strongly in the last
quarter—and the last several years—from strong stock market performance.
Equity Returns Boost Performance for Institutional Plan Sponsors
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.
Time to Submit Plan Sponsor of the Year Nominations Is Running Out
Nominating a plan sponsor client is a great way to show appreciation
and highlight important best practices that are improving outcomes for defined
contribution and pension plan participants. Nominations for all types of
retirement plans will be considered, so don’t delay.
Corporate Funds Post Highest Returns Among Institutional Investors in Q2 2017
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.
Institutional Investors See Best Returns in Years
However, corporate funds' and Taft Hartley plan's returns trailed those of public funds and foundations and endowments.
Portfolio Allocation Choices Help Institutional Investors Boost Returns
“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.
Institutional Portfolios Expand Previous Quarterly Gains
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%.
Factors Converging to Drive Growth in ETF Use
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.
Corporate DBs Beat Other Institutional Investors in Q1 2016
"Having the smallest exposure to equities was a key factor,” says Bill Frieske of Northern Trust Investment Risk & Analytical Services.
Institutional Investors See First Losing Year Since Financial Crisis
2015 was the first calendar year since 2008 that institutional investors overall had a negative return.
Not-for-Profit Health Care Organizations Have Unique Investing Considerations
Mergers
and acquisitions among health care organizations continue to affect
not-for-profit health care organizations and their retirement plan investing
decisions.
Morningstar Launches Manager Research Services
Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.
Institutions Show Positive Outlook for 2014
The expectations of institutional investors are
predicted to remain positive during 2014 and beyond, says a new survey.
Corporate Pension Funding Rises to 92.6%
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 Have Mixed 2Q
Institutional investors posted mixed returns in Q213, according to the Wilshire Trust Universe Comparison Service (Wilshire TUCS).
Foundations and Endowments Hit Hardest by Q3 Market Decline
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).
Endowments Improving, Though not Fully Recovered
Higher education endowments earned returns
averaging 19.8% in fiscal year 2011.
TIAA-CREF Launches Retirement Solution for Not-For-Profits
TIAA-CREF has developed a retirement plan solution designed for not-for-profit institutions with $1 million to
$20 million in retirement plan assets.
Mercer Hires Partner in Investment Consulting Business
Sue Crosby has joined Mercer as a Partner in the firm’s Investment Consulting business, based in New York.