Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 2.82% in the second quarter of 2023
Confluence’s first-of-a-kind analysis tool empowers users to explore our extensive dataset, conduct valuable research, and generate reports like this to assist asset managers in evaluating revenue retention, quantifying opportunities, and precisely valuing accounts.
The latest Factor Performance Report and a recent article on US Small-cap growth from Investment Metrics, a Confluence company, are featured in a new article from Fundfire…
WatersTechnology: Teething problems: Data difficulties overshadow inaugural sustainability disclosures
Confluence’s Chantal Mantovani, Product Manager – Regtech and Fixed Income, is featured in a new article from WatersTechnology, detailing the data complexities involved in SFDR compliance as we grow closer to the first due date of June 30.
The latest May factor performance data highlights Value is out and Growth is in, as AI-impacted stocks drive factor rotation.
Asset flows increased by 18% (to $51 billion) from Q1 2022 to Q1 2023, based on active manager strategy asset data from Investment Metrics, a Confluence company’s Global Database.
Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees.
Lingering inflation and ongoing talks over the debt limit are still in play, which may impact defined benefit plans, endowments & foundations, and high net worth plans.
The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed.
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023.
Our latest report examines factor performance data from Style Analytics, a part of Confluence.