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...

Article: Q4 2022 Plan Universe Snapshot

Pension funds rebound after long stretch of negative returns Defined benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 5.39% for the fourth quarter 2022. Performance rebounded after three consecutive quarters with negative...

Article: Top 5 Most Popular Insights of 2022

As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights. Women Portfolio Managers Outpace Men’s Performance in this Down Market (Article) Q3 2022 Fee Analyzer (Report) Q3 2022 Plan Universe Allocation...