Report: April 2023 Factor Performance Analysis

by | May 15, 2023

Quality, Yield and Dividend Growth stocks outperform Market Background Equity markets were relatively neutral following a strong first quarter. The US returned about 1%, while Europe and the UK led the group at 3.5%, and Emerging Markets lost about 60bps overall....

Article: Q1 Preliminary Plan Universe Performance

by | Apr 26, 2023

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...