Reports
![January 2024 Q4 Preliminary Plan Universe Performance](https://www.confluence.com/wp-content/uploads/2024/01/Jan-2024-Q4-Preliminary-Plan-Universe-Performance-1080x675.jpg)
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.
![New in RegTech: January 2024: ESG requirements keep coming; EU investor portal moves forward; Position limits; Europe: update on ECB reporting and MMFR](https://www.confluence.com/wp-content/uploads/2024/06/iStock-982128744-1080x675.jpg)
New in RegTech: January 2024: ESG requirements keep coming; EU investor portal moves forward; Position limits; Europe: update on ECB reporting and MMFR
Commensurate with the urgency of the global climate crisis, ESG continues to occupy much of the regulatory calendar.
![2023 Factor Performance Analysis](https://www.confluence.com/wp-content/uploads/2024/01/2023-factor-performance-final-featured-image-1080x675.jpg)
2023 Factor Performance Analysis
Among substantial challenges, including rising geopolitical tensions in Ukraine and Israel and persistent inflationary pressures on the global economy, the third quarter of 2023 witnessed a loss of momentum in equity markets.
![New in RegTech: December 2023: Private funds regulation; the SEC’s new reporting rules for shareholders; upcoming deadlines for ESG reporting by financial firms; checking in with AI.](https://www.confluence.com/wp-content/uploads/2024/06/iStock-1354799806-1080x675.jpg)
New in RegTech: December 2023: Private funds regulation; the SEC’s new reporting rules for shareholders; upcoming deadlines for ESG reporting by financial firms; checking in with AI.
Compliance deadlines for the SEC’s new private funds reporting requirements are already upon us.
![Mandate Winners and Market Shareholders 3Q 23](https://www.confluence.com/wp-content/uploads/2023/12/Mandate-Winners-and-Market-Shareholders-3Q-23-featured-image-1080x675.jpg)
Mandate Winners and Market Shareholders 3Q 23
Data derived from the Confluence Prism Analytics platform covers 80% of the top 20 institutional consultants as ranked by P&I.
![November 2023 Factor Performance Analysis](https://www.confluence.com/wp-content/uploads/2023/11/October-2023-Factor-Preformance-Report-1080x675.png)
November 2023 Factor Performance Analysis
Following three consecutive monthly declines, public equity markets in developed and emerging markets rebounded, returning nearly 10% across most regions except for the UK.
![New in RegTech: November 2023: ESG Reporting Update: Waiting for the Other Shoe to Drop](https://www.confluence.com/wp-content/uploads/2024/06/iStock-1129543888-1080x675.jpg)
New in RegTech: November 2023: ESG Reporting Update: Waiting for the Other Shoe to Drop
The global investment community awaits significant changes to ESG regulation, across many areas.
![Q3 2023 Plan Universe Allocation & Return Analysis](https://www.confluence.com/wp-content/uploads/2023/08/q2-plan-uni-2023-report-thumbnail-1080x675.png)
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.
![November 2023 Factor Performance Analysis](https://www.confluence.com/wp-content/uploads/2023/11/October-2023-Factor-Preformance-Report-1080x675.png)
October 2023 Factor Performance Analysis
In October, global equity markets continued their descent with the MSCI ACWI posting another 3% decline this month.
![Preliminary Report October 2023 Q3 Plan Universe Performance Snapshot](https://www.confluence.com/wp-content/uploads/2023/10/q3-october-23-report-1080x675.jpg)
Preliminary Report October 2023 Q3 Plan Universe Performance Snapshot
During the third quarter of 2023, equity markets sold off, triggered by a rapid rise in bond yields due to the Fed’s tight monetary policy.
![Exploring the Intersection of Interest Rates and Value Growth Investment Strategies](https://www.confluence.com/wp-content/uploads/2023/10/Intersection-of-Interest-Rates-and-value-Growth-feature-image-1080x675.jpg)
Exploring the Intersection of Interest Rates and Value Growth Investment Strategies
After the economic turmoil caused by the COVID-19 pandemic, developed economies faced inflation rates reminiscent of the early 1980s.
![Q3 2023 Factor Performance Analysis](https://www.confluence.com/wp-content/uploads/2023/10/Q3-2023-factor-performance-analysis-1080x675.jpg)
Q3 2023 Factor Performance Analysis
The third quarter of 2023 witnessed a loss of the positive momentum that had propelled global equity markets at the beginning of the year…