Reports

Q4 2024 Plan Universe Allocation & Return Analysis

Q4 2024 Plan Universe Allocation & Return Analysis

The Q4 2024 Confluence Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported another robust quarter for defined benefit plans.

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January 2025 Factor Performance Analysis

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.

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Q3 2024 Plan Universe Allocation & Return Analysis

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%.

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