Article: Q1 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...

Report: Q4 2022 Fee Analyzer

Active Management Fees in Public Equity Stabilize Executive Summary Investment Metrics, a Confluence Company’s Fee Analyzer is the industry’s leading source of post-negotiated manager fees. Fee Analyzer is an interactive tool used to benchmark 65 investment styles....

Report: Q4 2022 Plan Universe Allocation & Return Analysis

Executive Summary The Q4 2022 Investment Metrics Plan Universe – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported a bounce back in performance by all plan types for the quarter. As noted...