REPORT

Q3 Plan Universe Allocation & Return Analysis

The drivers behind Taft-Hartley and E&F plan performance.

We analyzed thousands of plans to find out which generated the highest returns in Q3 2021 and drilled down to uncover where these plans invested and what their returns are.

With a focus on Taft-Hartley plans and Endowments & Foundations, we examined:

  • Which plan type had the strongest performance in Q3
  • What the top Taft-Hartley plans and E&Fs had in common
  • Why small E&Fs underperformed
  • Annualized performance over a 5-year period

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Investment Metrics Plan Universe is the industry’s most granular analytics tool for plan sponsors including standard and custom peer group comparisons of performance, risk, and asset allocations by plan type and size. The data is sourced directly from our reporting and analytics solution that is relied on by leading investment consultants, advisors and asset owners, representing over 4,000 institutional plans and $4T in assets. Updated three times every quarter, the data includes 20+ years’ history on institutional investment plans.

About the Author:

Brendan Cooper
Senior Consultant, Research & Market Intelligence Group
Investment Metrics

 

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