Institutional investor returns stall at 0.04% in third quarter, Northern Trust reports
- Northern Trust's institutional investment universe posted a 0.04% median return in the third quarter of 2026 as higher rates weighed on portfolios.
- Corporate ERISA plans returned -3.7% at the median, compared with -0.1% for public funds.
- Foundations and endowments gained 0.7%, reflecting divergent asset allocations across institutional portfolios.
- U.S. fixed-income portfolios returned -3.5% at the median, matching the Bloomberg U.S. Aggregate Bond Index.
- U.S. equity portfolios gained 1% at the median, trailing the S&P 500's 2.3% return.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Northern Trust Corporation published the original content used to generate this news brief via Business Wire (Ref. ID: 202611031015BIZWIRE_USPR_____20261103_BW023268) on November 03, 2026, and is solely responsible for the information contained therein.