Reports
2024 Q1 Preliminary 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.
Q1 2024 Factor Performance Analysis
In Q1 2024, global equity markets performed strongly, with the MSCI ACWI returning just above 8%.
2023 Active Developed Market Equity Fee Study
In the following report we review separate accounts and commingled funds post negotiated fees using Confluence’s Prism Analytics.
February 2024 Factor Performance Analysis
Equity markets have continued to do well as the MSCI ACWI returned 4.29% in February, surpassing the previous all-time high observed in 2021.
Q4 2023 Plan Universe Allocation & Return Analysis
The Q4 2023 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors, reported the strongest quarterly performance for defined plans in three years.
January 2024 Factor Performance Analysis
January continued the momentum observed in December, leading to new all-time highs in equity markets across the world, but especially in the United States.
Factors and Falling Interest Rates Article
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
January 2024 Value & Yield factors drive active managers to outperform in Emerging Markets Equity
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
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.
2023 Factor Performance Analysis
Among substantial challenges, including rising geopolitical tensions in Ukraine and Israel and persistent inflationary pressures on the global economy, the third quarter of 2023 witnessed a loss of momentum in equity markets.
Mandate Winners and Market Shareholders 3Q 23
Data derived from the Confluence Prism Analytics platform covers 80% of the top 20 institutional consultants as ranked by P&I.
November 2023 Factor Performance Analysis
Following three consecutive monthly declines, public equity markets in developed and emerging markets rebounded, returning nearly 10% across most regions except for the UK.