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PlanSponsor: DB plans report high returns in Q1 2023

May 22, 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.

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