Reports
Q1 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.
April 2024 Factor Performance Analysis
The equity markets witnessed a reversal in factor trends through April, with the Momentum surge ultimately ceasing. As shown in Figure 1 below, the trend in Developed World equity markets has transitioned from Momentum to Value.
The Blueprint for Ethical Investment: Leveraging SDGs in ESG Investing
Sustainable investment, particularly in renewable energy, emerged as the most rapidly expanding theme in Foreign Direct Investment (FDI) in 2021.
2024 Q1 Preliminary Plan Universe Performance
During the first quarter of 2024 U.S. equity markets posted strong returns as the economy continues to show resilience although inflation remains above 3% and the federal reserve is unlikely to cut interest rates before July.
Q1 2024 Factor Performance Analysis
In Q1 2024, global equity markets performed strongly, with the MSCI ACWI returning just above 8%.
2023 Active Developed Market Equity Fee Study
In the following report we review separate accounts and commingled funds post negotiated fees using Confluence’s Prism Analytics.
February 2024 Factor Performance Analysis
Equity markets have continued to do well as the MSCI ACWI returned 4.29% in February, surpassing the previous all-time high observed in 2021.
Q4 2023 Plan Universe Allocation & Return Analysis
Defined Benefit plans post their best quarterly performance in three years.
January 2024 Factor Performance Analysis
January continued the momentum observed in December, leading to new all-time highs in equity markets across the world, but especially in the United States.
Factors and Falling Interest Rates Article
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
January 2024 Value & Yield factors drive active managers to outperform in Emerging Markets Equity
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
January 2024 Q4 Preliminary Plan Universe Performance
During the fourth quarter of 2023, markets rallied, especially toward the end of the year, after the Federal Reserve’s optimistic comments propelled U.S. equity markets to two-year highs.