Reports
Q2 2023 Factor Performance Analysis video
Our latest Q2 factor performance analysis highlights a strong quarter for global public equities. The global economy faced significant challenges entering 2023, yet economic activity proved to be more resilient than economists forecasted.
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
Q2 Preliminary Plan Universe Performance
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 2.82% in the second quarter of 2023
Institutional Client Lifetime Revenue Report
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.
FundFire: Illinois Pension Pulls $500M from Dimensional to Fund Internal Program
The latest Factor Performance Report and a recent article on US Small-cap growth from Investment Metrics, a Confluence company, are featured in a new article from Fundfire…
WatersTechnology: Teething problems: Data difficulties overshadow inaugural sustainability disclosures
Confluence’s Chantal Mantovani, Product Manager – Regtech and Fixed Income, is featured in a new article from WatersTechnology, detailing the data complexities involved in SFDR compliance as we grow closer to the first due date of June 30.
May 2023 Factor Performance Analysis
The latest May factor performance data highlights Value is out and Growth is in, as AI-impacted stocks drive factor rotation.
Active Managers see 18% increase in inflows from Institutional Investors in Q1 2023
Asset flows increased by 18% (to $51 billion) from Q1 2022 to Q1 2023, based on active manager strategy asset data from Investment Metrics, a Confluence company’s Global Database.
Q1 2023 Fee Analyzer
Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees.
Q1 2023 Plan Universe Allocation & Return Analysis
Lingering inflation and ongoing talks over the debt limit are still in play, which may impact defined benefit plans, endowments & foundations, and high net worth plans.
April 2023 Factor Performance Analysis
The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed.
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.