Asset Allocation
Higher Stocks Benefit US Corporate Plans in July
Despite lower discount rates, aggregate funding level for plans of S&P 1500 companies rose to 102%.
Tag: Wilshire Trust Universe Comparison Service
Market Moves
Venture Capital Spurs Endowments’ Record Returns
However, Pitchbook warns that growth from alternative investments ‘could be more mirage than oasis.’
Asset Allocation
Stanford, Princeton Endowments Return 5.6% Each in 2020
The New Jersey school ends the year among the bottom half of Ivy League endowments.
Asset Allocation
Oregon, Virginia, Dartmouth Endowment Returns: Low, High, and Even Higher
The Ivy gains 7.6%, UVA earns 5.3%, and the Pacific Northwest school increases only 1.1%.
Pensions
Institutional Plans Report Best Quarter in over 33 Years
Large plans underperformed small plans, likely due to significant exposure to alternative investments.
Pensions
Public Pensions Plans Decline Over 13% in First Quarter
Wilshire TUCS says quarterly performance is worst in 40 years of tracking public plans.
Asset Allocation
University of Virginia Returns 5.8% in 2019, Misses Benchmark
But endowment’s $9.6 billion portfolio outperforms over five, 10, and 20 years.
US Pensions Report Weak Q3 Returns
Plans returned 1% for quarter, 4.58% for year, says Wilshire Trust Universe Comparison Service.
Asset Allocation
Washington State Investment Board Posts 8.36% Return
The top-tier returns beat other pension plans, boosted by the pension’s plan large commitments to private markets.
US Pensions Return 6.47% for Fiscal 2019, Miss Target
Market volatility, active management worked against all plan types.
Wilshire Trust Universe Reports Best Quarter Since 2009
Quarterly return of 8.26% provides strong rebound from 2018’s dismal Q4.
Wilshire TUCS Reports Longest Institutional Assets Hot Streak Since 1998
Strong performances from all major asset classes leads to seventh quarter in a row of positive gains.