Wednesday, November 22, 2006

3rd Quarter Pension Peer Benchmarks

In measuring your portfolio performance it is informative to look at institutional trust universe medians as well as market benchmarks. Care should be taken in drawing comparative performance conclusions however because the size, fees, asset allocations and objectives of the median in these universes may be substantially different than yours.

For the third quarter 2006:
the ICC median Master Trust returned 3.4%. This universe includes 21,000 portfolios with an aggregate market value of approximately $1.7 trillion.

the Mercer(Mellon) US corporate Plan Sponsor Median Universe return was 3.9% for the third quarter. Asset allocations are not provided.

The Northern Trust Corporate Median Plan return for third quarter was 3.9%. This universe covers 300 large institutional plans with over $550 Billion in assets.

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