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31.07.25 - 17:00
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Northern Trust Pension Universe Data: Canadian Pension Plan Returns Advanced for Q2 as Equity Markets Rebounded from Tariff Shock Waves (Business Wire)
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TORONTO--(BUSINESS WIRE)--Canadian pension plans marked a positive finish to the first half of 2025, according to the Northern Trust Canada Universe. The median Canadian Pension Plan returned 0.6% for the second quarter and 1.8% year-to-date for the period ending June 30, 2025.
The second quarter saw conflict in the Middle East and many similarities to the first three months of the year, including tariff friction, geopolitical tension, and their cascading impact on global growth. One factor that remained consistent throughout this period was the unpredictability surrounding tariffs and trade. The U.S. administration threatened historic tariffs only to pull them back at times to stimulate trade negotiations.
This constant push and pull exercise coincided with significant declines and rallies across financial markets, underscoring the heightened points of volatility observed during the quarter. Central Bank policymakers watched for punitive impacts from tariffs but continued to focus on underlying data poin...
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30.07.25 - 17:06
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North Dakota Growth Fund Receives Additional $150 Million Commitment and Announces Two New Investments (Business Wire)
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FARGO, N. D.--(BUSINESS WIRE)--50 South Capital Advisors, LLC (“50 South Capital”), general partner of the North Dakota Growth Fund (NDGF) and global alternatives investment manager of Northern Trust Asset Management, received a commitment of $150 million from the North Dakota Legacy Fund. This commitment will further support the state's entrepreneurial ecosystem through private equity and venture capital investments that have a strong risk-adjusted return potential and a nexus to the state of North Dakota. With the latest commitment to the NDGF, 50 South Capital is pleased to announce its newest investments in M25 and Broadwater Capital.
M25 is an early-stage venture firm investing solely in tech startups headquartered in the Midwest. Since launching in 2015, M25 has invested in over 150 companies, including Bismarck-based Pavewise and Fargo-based Chipp. M25 has built a robust platform to support companies in the earliest stages of growth, including hosting the M25 Summit and Midwest Startups for co...
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30.07.25 - 16:06
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Northern Trust Universe Data: Equity Markets Drive Strong Second Quarter Results for Institutional Investors (Business Wire)
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CHICAGO--(BUSINESS WIRE)--Market volatility, shifting economic policy and resurgent investor confidence defined the second quarter of 2025, delivering the best quarterly results for U.S. equities in five years and supporting institutional investment plan performance. The Northern Trust All Funds Over $100 Million plan universe had a median return of 4.9% for the quarter.
The Northern Trust Universe tracks the performance of 370 large U.S. institutional investment plans, with a combined asset value of more than $1.4 trillion, which subscribe to performance measurement services as part of Northern Trust's asset servicing offerings.
Investment performance was broadly positive but varied across institutional segments, with the Northern Trust Corporate (ERISA) universe returning 3.2% at the median for the quarter while the Northern Trust Public Funds universe median return was 4.9% and Northern Trust Foundation and Endowment (F&E) universe produced a 5.1% median return.
U.S. equity performance was notably vol...
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28.07.25 - 18:06
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50 South Capital Closes Two Oversubscribed Flagship Private Equity Funds Totaling Over $2 Billion (Business Wire)
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CHICAGO--(BUSINESS WIRE)--50 South Capital Advisors, LLC (“50 South Capital”), Northern Trust Asset Management's global alternatives investment manager, announced the final closings of two of its flagship private equity funds, both significantly exceeding their fundraising targets. Private Equity Strategic Opportunities Fund V (“PESOF V”) closed with $1.2 billion in commitments and Private Equity Core Fund XI (“PECF XI”) closed with $893 million in commitments, with investors across wealth, family offices, intermediaries, consultants and institutions.
PESOF V is 50 South Capital's fifth dedicated secondaries fund and continues the firm's multi-strategy approach to the secondaries market, targeting LP-led transactions, GP-led single- and multi-asset continuation vehicles, and structured/preferred equity solutions.
“PESOF V represents the culmination of over 15 years of experience investing in the secondaries market,” said Adam Freda, managing director and head of the secondaries business...
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24.07.25 - 15:24
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The Analyst Verdict: Northern Trust In The Eyes Of 8 Experts (Benzinga)
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Latest Ratings for NTRS
DateFirmActionFromTo Feb 2022Deutsche BankMaintainsBuy Jan 2022Morgan StanleyMaintainsEqual-Weight Jan 2022Keefe, Bruyette & WoodsUpgradesMarket PerformOutperform
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