(January 18, 2010) – Bouncing back from a lackluster 2008, the
year-to-date median performance of foundations and endowments hit
19.02%, outpacing other asset owners, while public funds returned
Wilshire TUCS’ November data improved sharply from its previous month’s numbers, when all categories had median investment losses. The rebound shows gains by institutional investors.
The following percentages are the latest results from the Wilshire TUCS, which has 1,300 plans, 12,000 active portfolios, and more than $3 trillion in sponsor assets. TUCS represents the industry’s largest database of any peer-comparison service.
Foundations and endowments: 19.02%
Corporate plans: 18.47%
Public funds with assets more than $1 billion: 17.96%
All public funds: 17.22%
Taft-Hartley defined benefit plans: 12.32%.
Corporate funds: 3.05%
Public funds: 3%
Public funds with more than $1 billion in assets: 2.98%
Foundations and endowments: 2.95%
Taft-Hartley pension funds: 2.83%
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