Research and Thought Leadership
Research and Thought Leadership | September 14, 2023
Report: August 2023 Factor Performance Analysis
Our latest August factor performance analysis showed US Quality-Growth public equity outperforms Value in Developed Markets. Global public equities fell by about 4.3% as measured by the MSCI ACWI, but are still up over 10% this year. Find out what these trends mean and which sub-factors to watch, all in our latest global report.
Research and Thought Leadership | August 28, 2023
Report: Q2 2023 Fee Analyzer
Our latest Fee Analyzer Report spotlights trends using post-negotiated fees and shares how managers can win as fee transparency continues to escalate.
Research and Thought Leadership | August 24, 2023
Report: Q2 2023 Plan Universe Allocation & Return Analysis
2023’s strong results for public plans and endowments & foundations to-date were mainly driven by their high exposure to equity (compared to other plans), which has been the top performing asset class.
Research and Thought Leadership | August 14, 2023
Report: July 2023 Factor Performance Analysis
Our July factor performance analysis showed High-Beta and Value stocks outperformed globally, with Growth not far behind. Global equity markets continued their momentum with Emerging Markets leading the way this month. Find out what these trends mean and which sub-factors to watch, all in our latest global report.
Research and Thought Leadership | July 31, 2023
Video: Q2 2023 Factor Performance Analysis
View our short video and learn more about Q2 factor performance trends from our expert panel.
Research and Thought Leadership | July 28, 2023
Report: Q2 2023 Manager Research: U.S. Large Cap Value Equity Performance
U.S. large cap growth continues to outperform value, but value managers outperform benchmark as growth managers struggle to keep pace with Russell 1000 Index.
Research and Thought Leadership | July 26, 2023
Article: Q2 2023 Preliminary Plan Universe Snapshot
Check out this timely Q2 data to see how various plan types performed.
Research and Thought Leadership | July 20, 2023
Report: Institutional Client Lifetime Revenue
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.