St Jude's GAA

Northern Trust Universe Data: Solid Gains for Institutional Plans in Q1 as Global Equity Markets Surge

Retrieved on: 
Thursday, May 2, 2024
Personal Finance, Finance, Banking, Professional Services, Asset Management, Universe, ERISA, St. Jude Championship, St Jude's GAA, Endowment, Government, Risk, Security (finance)

The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was 3.7% for the quarter ending March 31, 2024.

Key Points: 
  • The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was 3.7% for the quarter ending March 31, 2024.
  • The Northern Trust Universe tracks the performance of 405 large U.S. institutional investment plans, with a combined asset value of more than $1.4 trillion, which subscribe to performance measurement services as part of Northern Trust's asset servicing offerings.
  • The Northern Trust Foundation and Endowment (F&E) universe produced a 3.9% median return while the Northern Trust Public Funds universe median return was up 3.5% and the Northern Trust Corporate (ERISA) universe median return was up 1.2% for the quarter.
  • Public Funds universe median returns for the one-, three- and five-year periods stood at 10.4%, 4.6% and 7.5%, respectively.

Northern Trust Pension Universe Data: Canadian Pension Plan Returns Concluded the First Quarter With an Upbeat Tone Buoyed by Rising Stock Markets

Retrieved on: 
Wednesday, May 1, 2024
Professional Services, Data Analytics, Finance, Asset Management, Banking, Personal Finance, Universe, Corporation, LPR, Consumer, Real estate, St Jude's GAA, International, Federal Reserve, Information technology, European Central Bank, Policy, Bank, Population growth, ECB, Friction, Energy, Federal, MSCI, Growth, Bank of Canada, Weakness, Public utility, Reserve Bank, CAD, Optimism, Health care, Fed, Fixed income, Boj, BOC, RBI, Global Industry Classification Standard, People's Bank of China

The first quarter of 2024 was dominated by macro-economic data flows, with particular focus on inflation and its salient components.

Key Points: 
  • The first quarter of 2024 was dominated by macro-economic data flows, with particular focus on inflation and its salient components.
  • The first quarter of 2024 witnessed some bumpy days in the financial markets driven by uncertainty surrounding the timing of monetary easing.
  • Emerging markets witnessed positive returns for the quarter, but lagged results observed by developed markets.
  • The Canadian Fixed Income market, as measured by the FTSE Canada Universe Bond Index, declined -1.2% for the quarter.

Northern Trust Universe Data: Lower Interest Rates Paved the Way for a Strong Rally in Q4

Retrieved on: 
Wednesday, February 7, 2024
Personal Finance, Finance, Banking, Professional Services, Asset Management, Universe, St. Jude Championship, Federal Reserve, Federal, St Jude's GAA, Government, Risk, ERISA, Risk register, Cryptocurrency

Cooling inflation, softening labor markets and lower interest rates during the fourth quarter paved the way for a strong rally in financial markets to end 2023.

Key Points: 
  • Cooling inflation, softening labor markets and lower interest rates during the fourth quarter paved the way for a strong rally in financial markets to end 2023.
  • The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was 7.3% for the quarter ending December 31, 2023.
  • The Northern Trust Corporate (ERISA) universe median return for the quarter was 9.5% while the Northern Trust Public Funds universe median return was 6.4%, and the Northern Trust Foundation and Endowment (F&E) universe produced a 5.5% median return.
  • Public Funds universe median returns for the one-, three- and five-year periods stood at 10.6%, 4.6% and 8.3%, respectively.

Northern Trust Universe Data: Institutional Plans Post Negative Returns as Global Equity Markets Sell Off in Q3

Retrieved on: 
Monday, November 6, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, Universe, Risk, St. Jude Championship, ERISA, Risk register, Hedge fund, Russell, Private equity, Federal, Northern Trust, Government, St Jude's GAA, Education, Communities and Justice Directorates, Security (finance), Life insurance, Endowment

The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was down -2.2% for the quarter ending September 30, 2023.

Key Points: 
  • The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was down -2.2% for the quarter ending September 30, 2023.
  • The Northern Trust Foundation and Endowment (F&E) universe produced a -1.1% median return for the quarter, while the Northern Trust Public Funds universe median return was down -1.7% and the Northern Trust Corporate (ERISA) universe median return was -5.1%.
  • Public Funds universe median multi-period returns for the one-, three- and five-year periods stand at 9.1%, 5.6% and 5.2%, respectively.
  • The segment continues to increase the allocation to Private Equity, where the universe median allocation now stands at 15.1%.

Northern Trust Pension Universe Data: Canadian Pension Plan returns retreat in Q3, pressured by restrictive monetary policy

Retrieved on: 
Wednesday, November 1, 2023
Banking, Asset Management, Professional Services, Finance, Universe, Communication, Defined benefit pension plan, Boj, Policy, CAD, Real estate, ECB, Bank of Canada, Housing, Bank, International, Fixed income, History, European Central Bank, Pressure, Energy, Corporation, BOC, Health care, Exercise, UAW, Public utility, Bank of Japan, Transport, Bank of England, Communication services sector reshuffle, MSCI, United Auto Workers, Federal, Fed, Information technology, St Jude's GAA, Emerging market, Information technology in Bangladesh, Uncertainty, Gasoline, Security (finance), Tourism, Cryptocurrency

The quarterly results were cushioned by healthier returns in prior periods, resulting in a median year-to-date return of 1.6%, according to the Northern Trust Canada Universe.

Key Points: 
  • The quarterly results were cushioned by healthier returns in prior periods, resulting in a median year-to-date return of 1.6%, according to the Northern Trust Canada Universe.
  • The Northern Trust Canada universe tracks the performance of Canadian institutional defined benefit plans that subscribe to performance measurement services as part of Northern Trust’s asset service offerings.
  • The BoC continues to maintain a restrictive monetary policy, while it continues to monitor the economic impact of its rate hiking journey.
  • The Canadian Fixed Income market, as measured by the FTSE Canada Universe Bond Index, declined -3.9% for the quarter.

Northern Trust Universe Data: Global Equity Markets Drive Positive Results in Second Quarter as Inflation Cools

Retrieved on: 
Wednesday, August 9, 2023
Banking, Asset Management, Professional Services, Finance, Universe, Treasury, Fed, Risk, Optimism, Northern Trust, Endowment, Federal funds, St Jude's GAA, GDP, Federal Reserve, Education, Communities and Justice Directorates, Russell, Artificial intelligence, Growth, Risk register, Government, Cryptocurrency, Security (finance), ERISA

The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was up 2.3% for the quarter ending June 30, 2023.

Key Points: 
  • The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was up 2.3% for the quarter ending June 30, 2023.
  • The Northern Trust Corporate (ERISA) universe median return was 0.8% for the quarter, trailing the Northern Trust Public Funds universe, where the median plan was up 2.3% for the quarter, and the Northern Trust Foundation and Endowment (F&E) universe, which produced a 2.6% median return for the quarter.
  • This fueled optimism that inflation is receding,” said Amy Garrigues, global head of Investment Risk and Analytical Services at Northern Trust .
  • “This, combined with continued U.S. GDP growth and global optimism in the technology sector resulting from advancements in artificial intelligence, allowed equity markets to post strong results for the quarter.”
    The Northern Trust U.S. Equity Program universe generated a 7.6% median return for the second quarter.

Northern Trust Pension Universe Data: Canadian Pension Plans Carve out Positive Q2 Returns Amidst Inflationary Headwinds

Retrieved on: 
Tuesday, August 1, 2023
Banking, Asset Management, Professional Services, Finance, Universe, Fed, European Central Bank, Communication services sector reshuffle, International, Defined benefit pension plan, Public utility, People's Bank of China, Bank of Japan, Boj, CAD, Pension, Global Industry Classification Standard, Information technology, Bank of England, Energy, Federal, Government, Fixed income, G7, MSCI, Bank, St Jude's GAA, GDP, People's Bank, ECB, Corporation, Material, Consumer, BOC, Environment, Bank of Canada, Real estate, Pension fund, Cryptocurrency

Canadian Pension plan investment returns concluded the first half of the year in a position of strength, according to the Northern Trust Canada Universe.

Key Points: 
  • Canadian Pension plan investment returns concluded the first half of the year in a position of strength, according to the Northern Trust Canada Universe.
  • The Northern Trust Canada universe tracks the performance of Canadian institutional defined benefit plans that subscribe to performance measurement services as part of Northern Trust’s asset service offerings.
  • The Canadian Fixed Income market, as measured by the FTSE Canada Universe Bond Index, declined -0.7% for the quarter.
  • Corporate bonds led with positive returns for the quarter, while Federal and Provincial bonds witnessed negative returns.

Northern Trust Universe Data: Diminishing Recession Concerns Bring Positive Results in the First Quarter

Retrieved on: 
Thursday, May 4, 2023
Banking, Professional Services, Finance, Universe, Fed, Risk, Optimism, Northern Trust, Endowment, Federal funds, St Jude's GAA, Federal Reserve, Education, Communities and Justice Directorates, Russell, Risk register, Government, Cryptocurrency, Life insurance, ERISA

The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was 4.1% for the quarter ending March 31, 2023.

Key Points: 
  • The median return for institutional asset owners included in the Northern Trust All Funds Over $100 million plan universe was 4.1% for the quarter ending March 31, 2023.
  • The Northern Trust Corporate (ERISA) universe median return for the quarter was 5.0%.
  • The Northern Trust Public Funds universe median returned 3.5% while the Northern Trust Foundation and Endowment (F&E) universe produced a 3.4% median return for the quarter.
  • “This, combined with China’s reopening and falling energy prices, allowed global markets to post positive results for the quarter.”
    The Northern Trust U.S. equity program universe generated a 7.3% median return for the first quarter.

Northern Trust Pension Universe Data: Canadian Pension Plans on solid footing in Q1 2023 despite market turmoil

Retrieved on: 
Monday, May 1, 2023
Banking, Asset Management, Professional Services, Finance, Universe, FINMA, Yoy, Fed, European Central Bank, Communication services sector reshuffle, International, Public utility, CPI, Boj, Bank of Japan, Silicon Valley Bank, CAD, Pension, Energy, Information technology, Bank of England, People's Bank of China, Federal, Credit Suisse, Government, Fixed income, Silicon, MSCI, Emerging market, Traction, Federal Reserve, St Jude's GAA, NSA, Health care, ECB, Corporation, Communication, Consumer, Bank, BOC, Swiss National Bank, Bank of Canada, Real estate, Pension fund, Cryptocurrency

Canadian Pension plan investment returns demonstrated resilience during the first quarter of the year, shrugging off volatility and turmoil that erupted within the U.S. banking sector, according to the Northern Trust Canada Universe.

Key Points: 
  • Canadian Pension plan investment returns demonstrated resilience during the first quarter of the year, shrugging off volatility and turmoil that erupted within the U.S. banking sector, according to the Northern Trust Canada Universe.
  • The median Canadian Pension Plan returned 4.2% for the quarter.
  • The Northern Trust Canada universe tracks the performance of Canadian institutional defined benefit plans that subscribe to performance measurement services as part of Northern Trust’s asset servicing solutions.
  • The Canadian Fixed Income market, as measured by the FTSE Canada Universe Bond Index, started off the year strong advancing 3.2% for the quarter.

Northern Trust and EDS announce new collaboration with UK-based asset manager Redwheel

Retrieved on: 
Tuesday, March 7, 2023
Finance, Banking, Professional Services, Asset Management, Insurance, Trust, Sustainability, Data aggregation, Research, Data science, EDS, NTRS, ESG, St Jude's GAA, Architecture, Cryptocurrency, Northern Trust

Northern Trust (Nasdaq: NTRS) today announced that UK-based asset manager Redwheel is now using its data aggregation tool, developed by its strategic partner, Equity Data Science, Inc., to enhance ESG integration across its investment business.

Key Points: 
  • Northern Trust (Nasdaq: NTRS) today announced that UK-based asset manager Redwheel is now using its data aggregation tool, developed by its strategic partner, Equity Data Science, Inc., to enhance ESG integration across its investment business.
  • The data aggregation tool leverages data science to help increase data accessibility while generating efficiencies and enhancing collaboration between Redwheel’s investment teams and its core business functions.
  • “The insights we can derive from Northern Trust and EDS’ data aggregation tool enable us to use ESG data more effectively.
  • Partnering with EDS to launch the ESG workflow solution was a significant step forward for us and our clients,” said Paul Fahey, Head of Investment Data Science at Northern Trust Asset Servicing.