Reports
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%.
Enhanced EMIR Reporting and T+1 Settlement
In the Fall of 2009 in Pittsburgh, Pennsylvania, G20 leaders revamped financial regulation in Europe and elsewhere, in the wake of the global financial crisis.
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.
ALL SEC EDITION: Climate Disclosure Rule; What a Trump Victory Would Mean for the SEC Agenda
Making headline news in ESG regulation, the SEC on March 6th adopted its Final Rule for climate-related reporting by issuers.
New in RegTech: Checking in with AIFMD II; Sustainable finance; Investment monitoring changes in the UK; SEC’s new private fund rules
As we reported in our December edition, the final compromise text for “AIFMD II” was published in November 2023, ready for the European Parliament to consider.
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.