Northern Trust Universe Data

Steep losses for Institutional Plan Sponsors in First Quarter 2020 - Seite 2

Public Fund plans have the highest allocations to equity, with the median U.S. equity allocation at 30.3 percent in the first quarter, down almost 4 percent from the prior period, and international equity median exposure at 13.9 percent, The median exposure to U.S. fixed income for Public Funds was 27.1 percent, an increase of more than 3 percent over the prior quarter and a change resulting from the equity market sell-off during the quarter.

Foundation and Endowment plans had a median U.S. equity allocation of 22.8 percent in the quarter, down more than 5 percent from the end of 2019. International equity median exposure was 9.1 percent and the median exposure to U.S. fixed income was 11.8 percent. Alternative assets are widely used in the F&E universe with private equity and hedge fund median allocations at 15.8 and 11.3 percent, respectively as of quarter end.

Results of U.S. plan level universes as of March 31, 2020:

		1st Qtr		1 Yr		3 Yr		5 Yr
ERISA		-8.1%		2.5%		5.6%		4.8%
Public Funds		-12.6%		-3.9%		3.0%		4.1%
Foundations & Endowments		-11.6%		-3.7%		3.4%		3.9%

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 22 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2020, Northern Trust had assets under custody/administration of US $10.9 trillion, and assets under management of US $1.1 trillion. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.