Tag: Plan Universe
Q4 2025 Preliminary Plan Universe Performance
Equity allocations drive defined benefit plan performance to post best annual performance since 2019.
Q3 2025 Preliminary Plan Universe Performance
Global equity markets posted strong performance in Q3 2025, led by continued excitement around AI.
Stablecoins: Bridging volatility and stability in the digital asset space
What are Stablecoins? Stablecoins are a specialized type of cryptocurrency designed to maintain a stable value by being pegged to a less volatile reference asset, usually a flat currency like the U.S. dollar (USD), short-term treasuries, or even commodities like gold. Unlike traditional cryptocurrencies that often experience dramatic price fluctuations, stablecoins aim to maintain a […]
Q2 2025 Preliminary Plan Universe Performance
Equity Allocations Drive Defined Benefit Plan Performance Q2 2025.
Q1 2025 Preliminary Plan Universe Performance
Fixed income allocations drive defined benefit plan performance as uncertainty and market volatility impact markets Q1 2025.
Q4 2024 Plan Universe Allocation & Return Analysis
Equity and alternatives drive top performing plans in 2024
Q4 2024 Preliminary Plan Universe Performance
The Confluence All Defined Benefit Plan Sponsor Universe posted the first negative quarter since Q3 2023.
Q3 2024 Plan Universe Allocation & Return Analysis
Defined benefit plans post their best third quarter performance in 14 years
October 2024 Q3 Preliminary Plan Universe Performance
Plan Universe Performance During the third quarter of 2024, global equity markets posted another positive quarter, with the MSCI ACWI Index returning 6.72%. Year-to-date, global equity markets have been strong, with the MSCI ACWI Index returning 19.08%. Equity markets have been led by U.S. large cap stocks, with the Russell 1000 Index returning 21.18% compared […]
Q2 2024 Plan Universe Allocation & Return Analysis
Relatively flat quarterly performance for defined plans.
Introducing the 2024 TabbFORUM NOVA awards: honoring top innovators across financial markets
The annual TabbFORUM NOVA Awards honor the financial industry’s ongoing commitment to technology-driven innovation by recognizing 40 organizations for their outstanding recent and sustained achievements. These selections from across the capital markets are the result of TabbFORUM research, with consideration given to nominations and recommendations solicited from the community. It takes into account the role […]
Q2 Preliminary Plan Universe Performance
Plan Universe Performance During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%. Year to date, global equity markets have been strong with the MSCI ACWI Index returning 11.58%. Equity markets have been led by U.S. large cap stocks, with the Russell 1000 Index returning […]
Q1 2024 non-profit plans & active U.S. value equity analysis
Executive summary In June, we released a report on a recent webinar highlighting key trends driving institutional hiring activity incorporating analysis from our Prism and Style Analytics platforms. We focused the analysis within the U.S. region and concentrated on the managers winning new mandates within Large & Small-Cap growth from Non-Profit clients. In this analysis, […]
Q1 2024 non-profit plans & active U.S. growth equity analysis
Executive summary Highlights of key trends in institutional hiring activity, incorporating analysis from Confluence’s Prism & Style Analytics platforms. The focus is on the equity part of the analysis within the U.S. region as it was responsible for 67% of actively managed new mandates in the last three years (compared to 23% for non-U.S. and […]
Q1 2024 Plan Universe Allocation & Return Analysis
Defined benefit plans post their best quarterly performance in three years.
Q1 2024 Preliminary Plan Universe Performance
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. The Investment Metrics All Defined Benefit Plan Sponsor Universe posted a median net return of 4.47% […]
2023 active developed market equity fee study
Executive summary In the following report we review separate accounts and commingled funds post negotiated fees using Confluence’s Prism Analytics. Utilizing data from Confluence’s PARis platform, Prism Analytics aggregates insights from 80% of the top 20 consultants as ranked by P&I on institutional assets, including over 15K institutional plans, 400K portfolios, and $8T Assets Under […]
Q4 2023 Plan Universe Allocation & Return Analysis
Defined benefit plans post their best quarterly performance in three years.
Prism analytics: use case for small cap growth
3 questions to set your active US SCG distribution strategy
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. Despite lingering challenges such as geopolitical tensions and the high cost of borrowing, the potential of loosening monetary policy renewed optimism in global markets. The Investment Metrics […]
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
Q3 2023 Plan Universe Allocation & Return Analysis
Corporate plans continue to struggle in the third quarter
Institutional defined benefit plan targeting
Confluence helped an Asset Management firm define a debt distribution strategy based on client types and sizes, moving to LDI with the Prism Analytics platform.
Q2 2023 Plan Universe Allocation & Return Analysis
Public equity exposure drives 2023 performance
Institutional client lifetime revenue report
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.
Q1 2023 Preliminary Plan Universe Performance
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023. Plan performance rebounded over the last two quarters with a median return of 10.07%, after three consecutive negative quarters to start the calendar year in 2022. For the quarter, corporate plans posted […]