So When Will Stocks and Bonds Un-Link?
It’s a rarity for the two main asset classes, almost always negatively correlated, to perform a duet. Here’s what allocators can do about that.
Tag: Wilshire Trust Universe Comparison Service
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%.
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.