Reports
Q2 2024 Plan Universe Allocation & Return Analysis
The Q1 2024 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 the strongest quarterly performance for defined plans in three years.
New in RegTech: Checking in with AIFMD II in Europe; Sustainable fund names in the EU: ESMA guidance; The SEC’s new Names Rule for funds; European Central Bank increases reporting on investment fund statistics
Checking in with AIFMD II in Europe Sustainable fund names in the EU: ESMA guidance The SEC’s new Names Rule for funds European Central Bank increases reporting on investment fund statistics
July 2024 Factor Performance Analysis
After reaching new highs early on, global stocks gave back some of their monthly gains in the second half of July.
Q2 Preliminary Plan Universe Performance
During the second quarter of 2024, global equity markets posted another positive quarter with the MSCI ACWI Index returning 3%.
New in RegTech: Enhanced transaction reporting leans on tech, Proposed customer ID rules for US advisers, ESG reporting changes in Europe & Latest US adviser compliance tips
Enhanced transaction reporting leans on tech
Proposed customer ID rules for US advisers
ESG reporting changes in Europe
Latest US adviser compliance tips
SPECIAL EDITION: RegTech Report: U.S. Supreme Court Checks Regulator Power
Welcome to our Special Edition on the U.S. Supreme Court’s recent landmark set of rulings impacting the SEC and other federal agencies.
Q1 2024: Non-Profit Plans & Active U.S. Value Equity Analysis
In June, we released a report on a recent webinar highlighting key trends driving institutional hiring activity incorporating analysis from our Prism and Style Analytics platforms.
Q2 2024 Factor Performance Analysis
In Q2 2024, global equity markets continued to rise, with the MSCI ACWI returning just above 10%.
Q1 2024: Non-Profit Plans & Active U.S. Growth Equity Analysis
Highlights of key trends in institutional hiring activity, incorporating analysis from Confluence’s Prism & Style Analytics platforms.
May 2024 Factor Performance Analysis
After experiencing a decline in April, equity markets saw a rise in May, with US and European markets outpacing other regions.
SEC Marketing Rule Risk Alert, Private Funds Rule Verdict, & UK General Election Impact
In April the SEC’s Division of Examinations released its Risk Alert “Initial Observations Regarding Advisers Act Marketing Rule Compliance” (suggesting with the term “initial” that more risk alerts are to come, which the industry would welcome).
2024: A Year of Uncertainties for Global Markets
As we navigate through 2024, uncertainties loom large on the horizon. High interest rates in major economies influence global economic dynamics, and geopolitical tensions cast shadows over the future.