Report: Q4 2022 Plan Universe Allocation & Return Analysis

by | Mar 1, 2023

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

by | Jan 24, 2023

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...