Reports

August 2024 Factor Performance Analysis

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

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Q2 2024 Plan Universe Allocation & Return Analysis

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.

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