Corporate ERISA plans have the largest allocation U.S. fixed income, a nearly 31.5 percent weighting at the median in the Northern Trust Universe as of September 30. Foundations & Endowments invest more in alternatives than the other segments, with 23 percent allocated to Private Equity and 17.7 percent to Hedge Funds in the median plan.
Returns by segment in the one-, three- and five-year periods as of June 30, 2013 were:
|1 Yr||3 Yr||5 Yr|
|Corporate Pension Plans||9.7%||9.9%||8.7%|
|Foundations & Endowments||12.1%||9.1%||7.0%|
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. Northern Trust, a financial holding company based in Chicago, has offices in 18 U.S. states and 18 international locations in North America, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2013, Northern Trust had assets under custody of US$5.2 trillion, and assets under investment management of US$846.2 billion. For more than 120 years, Northern Trust has earned distinction as an industry leader in combining exceptional service and expertise with innovative products and technology. For more information, visit www.northerntrust.com or follow us on Twitter @NorthernTrust.Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at http://www.northerntrust.com/disclosures.
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