Reports
Q2 Preliminary Plan Universe Performance
During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%.
New in RegTech: Enhanced transaction reporting leans on tech, Proposed customer ID rules for US advisers, ESG reporting changes in Europe & Latest US adviser compliance tips
Enhanced transaction reporting leans on tech
Proposed customer ID rules for US advisers
ESG reporting changes in Europe
Latest US adviser compliance tips
SPECIAL EDITION: RegTech Report: U.S. Supreme Court Checks Regulator Power
Welcome to our Special Edition on the U.S. Supreme Court’s recent landmark set of rulings impacting the SEC and other federal agencies.
Q2 2024 Factor Performance Analysis
In Q2 2024, global equity markets continued to rise, with the MSCI ACWI returning just above 10%.
Q1 2024: Non-Profit Plans & Active U.S. Value Equity Analysis
In June, we released a report on a recent webinar highlighting key trends driving institutional hiring activity incorporating analysis from our Prism and Style Analytics platforms.
Q1 2024: Non-Profit Plans & Active U.S. Growth Equity Analysis
Highlights of key trends in institutional hiring activity, incorporating analysis from Confluence’s Prism & Style Analytics platforms.
May 2024 Factor Performance Analysis
After experiencing a decline in April, equity markets saw a rise in May, with US and European markets outpacing other regions.
SEC Marketing Rule Risk Alert, Private Funds Rule Verdict, & UK General Election Impact
In April the SEC’s Division of Examinations released its Risk Alert “Initial Observations Regarding Advisers Act Marketing Rule Compliance” (suggesting with the term “initial” that more risk alerts are to come, which the industry would welcome).
2024: A Year of Uncertainties for Global Markets
As we navigate through 2024, uncertainties loom large on the horizon. High interest rates in major economies influence global economic dynamics, and geopolitical tensions cast shadows over the future.
Q1 2024 Plan Universe Allocation & Return Analysis
The Q1 2024 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported the strongest quarterly performance for defined plans in three years.
April 2024 Factor Performance Analysis
Equity markets continued to do well as the MSCI ACWI returned 4.29% in February, surpassing the previous all-time high observed in 2021.
Private Fund Adviser Reforms, EU Due Diligence Directive, & Form PF Changes
With summer already around the corner, that gone-too-soon season is now the only thing separating fund advisers from a major compliance date under the SEC’s Private Fund Adviser Reforms.