Northern Trust Universe Data: Strong Q3 for U.S. Institutional Investors as Global Markets Continue 2024 Gains
Northern Trust reports strong Q3 2024 performance for U.S. institutional investors, with the All Funds Over $100 Million plan universe achieving a 4.7% median return. The Corporate (ERISA) universe led with 6.4%, followed by Public Funds at 4.5% and Foundation & Endowment at 4.2%. Strong performance was driven by U.S. equities and fixed income markets, with small-cap stocks outperforming large-caps. The U.S. Fixed Income program posted a 5.0% median return, while the U.S. Equity Program achieved 6.3%. One-year returns approached 20% across segments.
Northern Trust riporta una forte performance nel terzo trimestre del 2024 per gli investitori istituzionali statunitensi, con l'universo dei fondi superiori a 100 milioni di dollari che ha registrato un ritorno mediano del 4.7%. L'universo aziendale (ERISA) ha guidato con un 6.4%, seguito dai fondi pubblici a 4.5% e dalle fondazioni e patrimoni a 4.2%. La forte performance è stata trainata dai mercati azionari e di reddito fisso statunitensi, con le azioni a bassa capitalizzazione che hanno superato quelle a grande capitalizzazione. Il programma di reddito fisso statunitense ha registrato un ritorno mediano del 5.0%, mentre il programma azionario statunitense ha raggiunto un 6.3%. I ritorni su un anno si sono avvicinati al 20% in tutti i segmenti.
Northern Trust informa sobre un sólido rendimiento en el tercer trimestre de 2024 para los inversores institucionales de EE. UU., con el universo de fondos de más de 100 millones de dólares logrando un retorno mediano del 4.7%. El universo corporativo (ERISA) lideró con un 6.4%, seguido por los fondos públicos con un 4.5% y las fundaciones y dotaciones con un 4.2%. El sólido rendimiento fue impulsado por las acciones y los mercados de renta fija de EE. UU., con las acciones de pequeña capitalización superando a las de gran capitalización. El programa de renta fija de EE. UU. publicó un retorno mediano del 5.0%, mientras que el programa de acciones de EE. UU. logró un 6.3%. Los retornos en un año se acercaron al 20% en todos los segmentos.
노던 트러스트는 2024년 3분기 미국 기관 투자자들을 위한 강력한 성과를 보고했으며, 1억 달러 이상의 펀드 총액이 4.7%의 중위 수익률을 기록했습니다. 기업(ERISA) 유니버스는 6.4%로 선두에 나섰고, 그 뒤를 이어 공공 펀드가 4.5%, 재단 및 기부금이 4.2%를 기록했습니다. 강력한 성과는 미국의 주식 시장과 고정 수입 시장에 의해 주도되었으며, 소형주가 대형주보다 더 나은 성과를 보였습니다. 미국 고정 수입 프로그램은 5.0%의 중위 수익률을 기록했으며, 미국 주식 프로그램은 6.3%을 달성했습니다. 모든 세그먼트에서 1년 수익률은 20%에 근접했습니다.
Northern Trust rapporte une forte performance au troisième trimestre 2024 pour les investisseurs institutionnels américains, avec l'univers des fonds de plus de 100 millions de dollars atteignant un rendement médian de 4,7%. L'univers des entreprises (ERISA) a mené avec un 6,4%, suivi des fonds publics à 4,5% et des fondations et dotations à 4,2%. La forte performance a été soutenue par les actions américaines et les marchés de la dette, avec les actions de petite capitalisation surperformant celles de grande capitalisation. Le programme de revenu fixe américain a affiché un rendement médian de 5,0%, tandis que le programme d'actions américaines a atteint un 6,3%. Les rendements sur un an ont approché les 20% dans tous les segments.
Northern Trust berichtet über eine starke Leistung im dritten Quartal 2024 für institutionelle Anleger in den USA, wobei das Universum der Fonds über 100 Millionen Dollar eine medianer Rendite von 4,7% erreichte. Das Unternehmensuniversum (ERISA) führte mit 6,4%, gefolgt von öffentlichen Fonds mit 4,5% und Stiftungen und Dotationen mit 4,2%. Die starke Leistung wurde durch die US-Aktien- und Anleihemärkte angetrieben, wobei Small-Cap-Aktien große Aktien übertrafen. Das US-Anleihenprogramm erzielte eine medianer Rendite von 5,0%, während das US-Aktienprogramm eine 6,3% erreichte. Die Einjahresrenditen näherten sich in allen Segmenten 20%.
- Strong Q3 performance with 4.7% median return for All Funds Over $100 Million universe
- ERISA plans achieved 18.1% one-year return
- Public Funds showed robust 5-year returns at 8.1%
- Foundation & Endowments delivered strong 5-year performance at 9.1%
- U.S. Fixed Income program achieved 5.0% median return
- ERISA plans showed negative three-year returns at -0.2%
Insights
The institutional investment landscape shows remarkable strength across all major segments. The
The data reveals several key insights: First, the broadening market rally beyond the Magnificent Seven, with small-caps outperforming large-caps (
Long-term performance metrics remain robust, with F&E showing the strongest 5-year returns at
The Northern Trust Universe tracks the performance of 388 large
The Northern Trust Corporate (ERISA) universe produced a median return of
“In the third quarter, the Fed's much-anticipated rate cut was finally enacted, and institutional investors grew more optimistic as equity markets climbed, driven by solid corporate earnings and renewed confidence in the economy's growth,” said John Turney, Global Head of Total Portfolio Solutions. “The quarter's strong performance across most sectors has lifted hopes for the future, painting a picture of resilient market strength.”
Despite the “Magnificent Seven” leading the
Strong returns in the fixed income markets were fueled by actions taken by the Federal Reserve and the European Central Bank to ease monetary policy by cutting interest rates. The Northern Trust
The ERISA Plan one, three, and five-year median returns were
The Public Funds universe median returns for the one, three, and five-year periods stand at
The Foundations & Endowments median one, three, and five-year returns were
Results as of September 30, 2024:
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3Yr |
5Yr |
ERISA |
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Public Funds |
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Foundations & Endowments |
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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
Northern Trust Corporation, Head Office: 50 South La Salle Street,
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Media
Camilla Greene
+44 (0) 20 7982 2176
Camilla_Greene@ntrs.com
Simon Ansell
+ 44 (0) 20 7982 1016
Simon_Ansell@ntrs.com
US &
John O’Connell
+1 312 444 2388
John_O’Connell@ntrs.com
http://www.northerntrust.com
Source: Northern Trust
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