Reports

Q4 2024 Preliminary Plan Universe Performance
Despite another positive quarter from U.S. Large Cap equities, global equity markets posted their first negative quarter of 2024 with the MSCI ACWI Index returning -.89%.

Q4 2024 Factor Performance Analysis
Q4 2024 was marked by momentum-led gains in U.S. equities, regional divergences in performance across Europe and emerging markets, and significant factor-driven returns globally.

New in RegTech: What investment firms can expect in the EU, in 2025 and beyond
After last month’s edition on what investment firms can expect in the US’s new regulatory climate, let’s now turn to Europe.

November 2024 Factor Performance Analysis
The US election results were the key influence on market performance in November.

New in RegTech: As Gensler Departs, Here’s What a Second Trump Term Means for Investment Firms
It’s no secret that the November 5th election of Donald Trump as President for a second term — buttressed by a Republican majority in both chambers of Congress – should bring major changes, including for regulation in the U.S. financial sector. How will this happen, and what should investment firms expect?

Q3 2024 Plan Universe Allocation & Return Analysis
Despite a spike in market volatility, with inflation declining and interest rate cuts by the Federal Reserve and other central banks, global equity markets posted another positive quarter, with the MSCI ACWI index returning over 6.72%.

October 2024 Factor Performance Analysis
In October, stock market volatility rose, even as stocks briefly hit new highs across the globe.

Thoughts from the Pricing Desk: Predicting the Future of Oil Prices – Lessons from History’s Biggest Oil Shocks
From its early discovery in the 19th century to its role as a geopolitical asset in the modern world, oil has consistently shaped global economies and influenced the outcome of wars

Q3 Preliminary Plan Universe Performance
The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available.

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