Reports

Q3 2023  Plan Universe Allocation  & Return Analysis

Q3 2023 Plan Universe Allocation & Return Analysis

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.

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Institutional Investor: Value Stocks Beat Growth in July

Institutional Investor: Value Stocks Beat Growth in July

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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Wealth Management Firms Use Case

Wealth Management Firms Use Case

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.

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