Reports
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.
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
Commensurate with the urgency of the global climate crisis, ESG continues to occupy much of the regulatory calendar.
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.
Compliance deadlines for the SEC’s new private funds reporting requirements are already upon us.
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
Following three consecutive monthly declines, public equity markets in developed and emerging markets rebounded, returning nearly 10% across most regions except for the UK.