Resources featuring Brendan Cooper
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May 20, 20265 min readRead more
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Apr 23, 20263 min readRead more
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Feb 13, 20265 min readRead more
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Jan 27, 20262 min readRead more
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Oct 21, 20253 min readRead more
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Aug 13, 20255 min readRead more
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Jul 22, 20253 min readRead more
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Jul 11, 20255 min readRead more
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Apr 22, 20253 min readRead more
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Feb 18, 20255 min readRead more
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Jan 22, 20253 min readRead more
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Nov 14, 20245 min readRead more
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October 2024 Q3 Preliminary Plan Universe Performance
Plan Universe Performance During the third quarter of 2024, global equity markets posted another positive quarter, with the MSCI ACWI Index returning 6.72%. Year-to-date, global equity markets have been strong, with the MSCI ACWI Index returning 19.08%. Equity markets have been led by U.S. large cap stocks, with the Russell 1000 Index returning 21.18% compared […]
Oct 24, 20242 min readRead more -
Aug 15, 20245 min readRead more
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Q2 Preliminary Plan Universe Performance
Plan Universe Performance During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%. Year to date, global equity markets have been strong with the MSCI ACWI Index returning 11.58%. Equity markets have been led by U.S. large cap stocks, with the Russell 1000 Index returning […]
Jul 23, 20242 min readRead more -
May 15, 20245 min readRead more
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Q1 2024 Preliminary Plan Universe Performance
Plan Universe Performance During the first quarter of 2024 U.S. equity markets posted strong returns as the economy continues to show resilience although inflation remains above 3% and the federal reserve is unlikely to cut interest rates before July. The Investment Metrics All Defined Benefit Plan Sponsor Universe posted a median net return of 4.47% […]
Apr 25, 20242 min readRead more -
2023 active developed market equity fee study
Executive summary In the following report we review separate accounts and commingled funds post negotiated fees using Confluence’s Prism Analytics. Utilizing data from Confluence’s PARis platform, Prism Analytics aggregates insights from 80% of the top 20 consultants as ranked by P&I on institutional assets, including over 15K institutional plans, 400K portfolios, and $8T Assets Under […]
Apr 09, 20245 min readRead more -
Feb 14, 20245 min readRead more
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Jan 29, 20242 min readRead more
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January 2024 Q4 Preliminary Plan Universe Performance
During the fourth quarter of 2023, markets rallied, especially toward the end of the year, after the Federal Reserve’s optimistic comments propelled U.S. equity markets to two-year highs. Despite lingering challenges such as geopolitical tensions and the high cost of borrowing, the potential of loosening monetary policy renewed optimism in global markets. The Investment Metrics […]
Jan 18, 20243 min readRead more -
Dec 07, 202311 min readRead more
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Nov 14, 20235 min readRead more
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Oct 23, 20233 min readRead more
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Aug 25, 20234 min readRead more
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Aug 22, 20237 min readRead more
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Q2 2023 manager research: U.S. large cap value equity performance
U.S. large cap growth continues to outperform value, but value managers outperform benchmark as growth managers struggle to keep pace with Russell 1000 Index
Jul 28, 20233 min readRead more -
Q1 2023 Preliminary Plan Universe Performance
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023. Plan performance rebounded over the last two quarters with a median return of 10.07%, after three consecutive negative quarters to start the calendar year in 2022. For the quarter, corporate plans posted […]
Apr 26, 20232 min readRead more
