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Indices

Pension Fund Indices, Balanced Portfolio Benchmarks, Equity, Fixed Income, Real Estate, Alternatives, Sector, Country, Region, Style.

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Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q1 YTD Returns

Vanguard, April 2020

Pictet LPP 2000 Swiss Pension Fund Indices

2020 Q1 Returns (31.03.2020)

Pictet Asset Management SA, April 2020

Credit Suisse Pension Fund Index

2019 YTD Returns (31.12.2019)

Credit Suisse, January 2020

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

Technology/Telecoms Bubble of 1999/2000

36% of MSCI World Index is
comprised of tech stocks

Schroder, MSCI

Japanese Stock Market Bubble in the late 1980s

44% of MSCI World Index is comprised of Japanese stocks

Schroder, MSCI
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