Reports
Q4 2025 Plan Universe Allocation & Return Analysis
Equity allocations drive defined benefit plan performance to post best annual performance since 2020.
January 2026 Factor Performance Analysis
In January 2026, global equity markets delivered mixed performance, with Emerging Markets leading the way and the U.S. lagging behind as the weakest performer.
Q4 2025 Sector Insights Dashboard
This report introduces the Sector Insights Dashboard, a new quarterly analysis that provides a clear, factor-based view of U.S. equity sector performance.
Q4 2025 Factor Performance Analysis
In 2025, global equity markets were supported by easing inflation, stabilization, and a shift toward more accommodative monetary policy, which improved risk sentiment and valuations.
January 2026: Transparency, Enforcement, and What’s Ahead
As the industry enters 2026, regulators across major jurisdictions are moving from rulemaking to closer supervision, validation, and enforcement.
November 2025 Factor Performance Analysis
In November 2025, global equity markets posted modest gains as investors shifted from expensive growth and technology stocks into more attractively valued sectors.
Closing out 2025: A year of transition, transparency, and transformation
As 2025 draws to a close, the regulatory landscape for global asset managers has continued to evolve.
SFDR review – Level 1 text published
SFDR review – Level 1 text publishedOn 20 November 2025, the European Commission published its revised Level 1 text for the Sustainable Finance Disclosure Regulation (SFDR) framework. This text serves as an overhaul to the original framework, adopted in 2019 and...
October 2025 Factor Performance Analysis
In October 2025, global equity markets posted modest to strong gains. The Federal Reserve’s decision to implement a 25-basis-point rate cut provided a notable boost to investor confidence, reinforcing risk appetite and supporting global equity valuations.
Q3 2025 Plan Universe Allocation & Return Analysis
AI enthusiasm and Federal Reserve rate cut drive markets Q3 2025
From settlement speeds to strategic supervision: Regulation in transition
November’s regulatory developments reflect a continued recalibration of global supervision—faster markets, evolving consumer protections, and continuing regulatory attention on operational resilience.
Q3 2025 Preliminary Plan Universe Performance
Global equity markets posted strong performance in Q3 2025, led by continued excitement around AI (Artificial Intelligence) and a 25-basis point rate cut by the U.S. Federal Reserve.