Reports
Q3 Preliminary Plan Universe Performance
During the third quarter of 2024, global equity markets posted another positive quarter, with the MSCI ACWI Index returning 6.72%.
New in RegTech: Navigating Form PF, Outsourcing CCOs, and Preparing for FinCEN’s AML Rule
For those grappling with the SEC’s significant Form PF overhaul, the clock is ticking towards March 2025.
Q3 2024 Factor Performance Analysis
Global equities posted gains in Q3 2024, despite experiencing periods of significant volatility throughout the quarter.
Japanese Equities in the Wake of Interest Rate Changes
Surge of volatility triggered by the Bank of Japan’s decision to raise rates
RegTech Report: Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
Tip of the Iceberg: Lurking below new rules on U.S. threshold disclosures is a much bigger global challenge
August 2024 Factor Performance Analysis
Following a weak U.S. labour market report early in August, the global equity markets experienced volatility, a pullback in US and Europe persisted into the first week of August
Thoughts from the Pricing Desk: Treasuries should benefit from highly probable September cuts
As of the last policy decision in July 2024, the Federal Reserve maintained its interest rates at a high of 5.25% to 5.50%. However, it is expected that the U.S. Federal Reserve will lower interest rates by 25 basis points after each of its final three meetings in 2024, according to the majority of Reuters-surveyed economists who said a recession is unlikely.
An Outlook for the Travel and Tourism Industry
The pandemic paused global exploration, but 2024 is hitting fast forward.
Q2 2024 Plan Universe Allocation & Return Analysis
The Q1 2024 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 the strongest quarterly performance for defined plans in three years.
New in RegTech: Checking in with AIFMD II in Europe; Sustainable fund names in the EU: ESMA guidance; The SEC’s new Names Rule for funds; European Central Bank increases reporting on investment fund statistics
Checking in with AIFMD II in Europe Sustainable fund names in the EU: ESMA guidance The SEC’s new Names Rule for funds European Central Bank increases reporting on investment fund statistics
July 2024 Factor Performance Analysis
After reaching new highs early on, global stocks gave back some of their monthly gains in the second half of July.
Q2 Preliminary Plan Universe Performance
During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%.