Resources featuring Scott Treacy

Q3 2023 Plan Universe Allocation & Return Analysis

The Q3 2023 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 strong returns at a median level.

Q2 2023 Plan Universe Allocation & Return Analysis

The Q2 2023 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors – reported positive returns, at a median level, in the second quarter of 2023.