Reports
January 2024 Factor Performance Analysis
January continued the momentum observed in December, leading to new all-time highs in equity markets across the world, but especially in the United States.
Factors and Falling Interest Rates Article
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
January 2024 Value & Yield factors drive active managers to outperform in Emerging Markets Equity
2023 marked the third consecutive year that developed markets equity has outperformed emerging markets.
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.
New in RegTech: January 2024: ESG requirements keep coming; EU investor portal moves forward; Position limits; Europe: update on ECB reporting and MMFR
Commensurate with the urgency of the global climate crisis, ESG continues to occupy much of the regulatory calendar.
2023 Factor Performance Analysis
Among substantial challenges, including rising geopolitical tensions in Ukraine and Israel and persistent inflationary pressures on the global economy, the third quarter of 2023 witnessed a loss of momentum in equity markets.
New in RegTech: December 2023: Private funds regulation; the SEC’s new reporting rules for shareholders; upcoming deadlines for ESG reporting by financial firms; checking in with AI.
Compliance deadlines for the SEC’s new private funds reporting requirements are already upon us.
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.
November 2023 Factor Performance Analysis
Following three consecutive monthly declines, public equity markets in developed and emerging markets rebounded, returning nearly 10% across most regions except for the UK.
New in RegTech: November 2023: ESG Reporting Update: Waiting for the Other Shoe to Drop
The global investment community awaits significant changes to ESG regulation, across many areas.
Q3 2023 Plan Universe Allocation & Return Analysis
The Q3 2023 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported strong returns at a median level.
October 2023 Factor Performance Analysis
In October, global equity markets continued their descent with the MSCI ACWI posting another 3% decline this month.