Q2 Preliminary Plan
Plan Universe Performance
In Q2, public plans and endowments & foundations posted the strongest performance with median returns of 3.42% and 3.39%, respectively.
All Defined Benefit: 723, Corporate: 148, Public: 246, Taft-Hartley: 226, End. & Fnd: 789, Health & Welfare: 161
Investment Metrics Plan Universe
- Trust Funds, Corporates, Public Plans, Taft-Hartley, Endowments & Foundations, High Net
Worth, Health & Welfare, and custom groups..
- Asset Allocations broken into equity (US, global, global ex-US), fixed income (US, global, and global ex-US), alternatives, real estate (public and private), multi-asset and cash. Emerging Markets allocations are available for equities and debt securities.
- Net and gross performances displayed by quartile with full percentiles via download.
- With all information aggregated by Plan Size.
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