Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Asset Allocation
Asset Class Returns
Market Characteristics
Indices
Investment Research
Pension Funds
Family Offices
Wealth Managers
Asset Managers
About
Disclaimer

   Asset Management - Indices

 

 

Indices

 

 

 

 articles 1-10 / 16   page 1 of 2 »  
 
Vanguard Balanced Index Fund Admiral Shares
Balanced Composite Index, 2019 Q2 YTD Returns
Vanguard, July 2019

Swiss Pension Fund Indices 2019 Q2 YTD Returns
Pictet LPP 2000 Indices
Pictet Asset Management SA, July 2019

Swiss Pension Funds 2019 Q2 Returns
Credit Suisse Pension Fund Index
Credit Suisse, July 2019

2018 U.S. Endowment Returns
"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."
NACUBO-TIAA Study of Endowments (NTSE), January 2019

Pyramid Distribution of US Equity Returns
S&P 500: 1825 - 2018


Equity Sector Indices in USD: 1998 - 2016
Thomson Reuters Datastream

Equity Sector Indices in USD: 2007 - 2016
Thomson Reuters Datastream

Equity Sector Indices in USD: 2009 - 2016
Thomson Reuters Datastream

Equity Indices, Small and Mid-Caps: 1998 - 2016
Thomson Reuters Datastream

Equity Indices, Small and Mid-Caps: 2007 - 2016
Thomson Reuters Datastream