Peer benchmarking at its best
Benefit from the largest and most robust plan sponsor universe data of its kind. Perform peer comparisons by plan type or asset class and evaluate net and gross performance, asset allocation and key risk metrics.
Plan Universe: Precise peer-group performance benchmarking
Tap into the industry's largest set of plan data.Plan Universe has the largest tax-exempt plan-sponsor peer-group data, including gross and net performance and asset allocation. It offers the broadest coverage of plan sizes, with timely updates three times every quarter.
The most reliable data sourced from active portfolios that consultants and asset owners manage.
Experience the power of true peer benchmarking.Delve into plan performance and inform future investment decisions. Compare asset allocations, performance and risk with relevant peers. We offer a robust set of universes across all sponsor categories and investment asset pools.
See the power of true peer benchmarking.
Drill down to the insights you require.Use pre-built analytics to analyze plan sponsor peer-group performance. Evaluate historical data to spot performance and asset allocation trends. Run what-if scenarios, drill down to performance drivers and quickly gain relevant insights.
Plan Universe makes it easy to gain insights and increase your value to clients.
Compare apples-to-apples for true insights.Our custom universe builder makes it easy to create custom universes for like-peer comparisons. Benchmark your plan against others with similar attributes. Our Plan Universe data enables unparalleled insight.
Now you can easily create highly precise apples-to-apples comparisons.
PEER DATA
Tap into the industry's largest set of plan data.Plan Universe has the largest tax-exempt plan-sponsor peer-group data, including gross and net performance and asset allocation. It offers the broadest coverage of plan sizes, with timely updates three times every quarter.
The most reliable data sourced from active portfolios that consultants and asset owners manage.
PEER BENCHMARKING
Experience the power of true peer benchmarking.Delve into plan performance and inform future investment decisions. Compare asset allocations, performance and risk with relevant peers. We offer a robust set of universes across all sponsor categories and investment asset pools.
See the power of true peer benchmarking.
BUILT-IN ANALYTICS
Drill down to the insights you require.Use pre-built analytics to analyze plan sponsor peer-group performance. Evaluate historical data to spot performance and asset allocation trends. Run what-if scenarios, drill down to performance drivers and quickly gain relevant insights.
Plan Universe makes it easy to gain insights and increase your value to clients.
CUSTOMIZATION
Compare apples-to-apples for true insights.Our custom universe builder makes it easy to create custom universes for like-peer comparisons. Benchmark your plan against others with similar attributes. Our Plan Universe data enables unparalleled insight.
Now you can easily create highly precise apples-to-apples comparisons.
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset
Plan Universe enables standard and custom peer-group comparisons of performance, risk and asset allocations by plan type and size. The data is sourced directly from active portfolios that consultants and asset owners use. It comprises over 4,000 institutional plans, representing over $4 trillion in assets. It is updated three times each quarter, earlier than any other universe dataset on the market.
Largest tax-exempt plan universe data with over 4,000 plans covering $4 trillion+ in assets
Reliable data sourced from active portfolios
20+ years of historical universe data, ideal for trend analysis
Data updated three times each quarter, earlier than any other universe dataset on the market
Related Content
ARTICLE
Beyond benchmarking: Use cases for plan universe comparison
ARTICLE
It all comes down to data
USE CASE
Creating relevant peer benchmarking
Demo Plan Universe
If you have a question or need more info, we would be delighted to speak with you.
Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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