Tag: Endowment/Foundation

Even in very mission-driven organizations, there is enough diversity of opinion to make consensus on how to define environmental and...

Ahead of small adjustments being made for 2018, the Endowment Index gained 17.61% for the calendar year ended December 31, 2017.

Corporate funds led gains for the second quarter of 2017, according to the Wilshire TUCS.

“This quarter’s return boosted the one-year return to 10.49% for the year ending March 31, 2017,” says Robert J. Waid,...

Institutional portfolios using the endowment model grew 4.95% (on a total return basis) for the quarter ended March 31, 2017,...

Corporate ERISA plans were helped by a significant allocation to high yield, emerging market debt and longer duration investment grade...

Corporate ERISA plans had the best performance in the quarter.

2015 was the first calendar year since 2008 that institutional investors overall had a negative return.

Institutional investors of all types found relief from market headwinds.

Global equity returns weighed heavily on the median returns for all plan types in the third quarter, according to Wilshire...

However, Corporate ERISA plans were the relative best performer among plan types last quarter.

“The decline in asset values that hit typical public defined benefit plans, endowments and foundations was primarily due to poor...

Corporate ERISA plans returned -1.6% at the median in the second quarter, according to Northern Trust.

The Wilshire Trust Universe Comparison Service found all plan types’ median returns were higher in Q1 2015 than returns generated...

Rising interest rates helped improve U.S. corporate pension plan funding.

The firm has created a new position to support its outsourced CIO services for nonprofit clients.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

All plan types had a median return of 1.70% in Q4 2014.

The funded status of U.S. corporate pensions fell nearly 5% in January, according to BNY Melon ISSG.

The 2014 NACUBO-Commonfund Study of Endowments reveals higher education institutions were highly invested in alternatives.