February 18th, 2019
By Brendan Cooper
Corporate plans posted the highest median quarterly return at (-5.75%), followed by Health Care (-6.18%), Taft-Hartley (-6.32%), Endowments & Foundations (-7.51%) and Public plans (-7.74%).
Performance was tied to equality exposure; Corporate plans median exposure to equality was 38.25% compared to Public Plans 56.10%. This relative underweight to equities compared to other plan types was also why Corporate plans underperformed for the year.
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