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.
The macroeconomic backdrop holds a paramount influence on driving growth and value factor performances. Among these, interest rates…
Our latest Factor Performance report is featured in the latest FT Adviser Asset Allocator Newsletter, covering key highlights from the report.
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.
The latest Factor Performance report from Investment Metrics, a Confluence company, is the focus of a new article from Institutional Investor, which highlights how all value subfactors outperformed their benchmarks last month and other key findings from the report.
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