PlanSponsor: DB plans report high returns in Q1 2023
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, a Confluence company, is the focus of a new article from PlanSponsor, which details how corporate DB plans rebounded in the first quarter of 2023, despite a lackluster 2022.
Despite a lackluster 2022 performance for defined benefit plans, endowments and foundations, and high-net-worth investors, new data from Investment Metrics, a Confluence company, shows that corporate DB plans rebounded in the first quarter of 2023.
Corporate DB plans reported median returns of 5.3% this quarter, the best returns for any category tracked in Investment Metrics’ Q1 2023 “Plan Universe Allocation & Return Analysis” report.
About Confluence® Technologies
Confluence is a leading provider of specialist regulatory, analytics, and investor communication solutions for asset managers, asset servicers, investment consultants, and asset owners. Across performance, risk and peer analytics, regulatory filings and compliance monitoring, and shareholder reporting and document production, firms depend on Confluence for output they trust. We deliver this through deep domain expertise and purpose-built products developed over decades of research and engineering.
Confluence solutions are powered by Confluence POINT, AI-enabled automation that runs within and alongside Confluence’s trusted solutions. POINT optimizes inefficient workflows, delivering a meaningful impact on outcomes without requiring significant operational change.
Headquartered in Pittsburgh, PA, with 750+ employees in 15 offices across the United Kingdom, Europe, North America, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries. For more information, visit www.confluence.com.
Confluence Media Contact:
Jon Schubin
Cognito