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.

In October, global equity markets continued their descent with the MSCI ACWI posting another 3% decline this month.

During the third quarter of 2023, equity markets sold off, triggered by a rapid rise in bond yields due to the Fed’s tight monetary policy.

After the economic turmoil caused by the COVID-19 pandemic, developed economies faced inflation rates reminiscent of the early 1980s.

The third quarter of 2023 witnessed a loss of the positive momentum that had propelled global equity markets at the beginning of the year…

In August, global public equities fell by about 4.3% as measured by the MSCI ACWI, but are still up over 10% this year.

This report used Confluence’s Investment Metrics Analyzer, the institutional industry’s mostcomprehensive tool to analyze post-negotiated…

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.

Clients rely on you to navigate the complex financial market and deliver unique, continuous value to meet their investment objectives. You have the expertise, however it’s challenging to stay ahead of ever-changing market conditions, with research often time-consuming and costly.