Article: Q2 2023 Preliminary Plan Universe Snapshot

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. Plan performance continued to rebound, posting three consecutive positive quarters, after posting three...

Report: Q2 2023 Factor Performance Analysis

Global public equities close Q2 with strong returns June marked the end of a strong Q2 for global public equities as the ACWI is up 6.8% YTD. June’s positive equity performance brought up the quarterly average for all regions except the UK, which has lagged...

Report: May 2023 Factor Performance Analysis

Value is out, Growth is in, as AI-impacted stocks drive Style rotation Market Background In May, global equities experienced negative returns, specifically European equities undergoing a correction of 6% after a strong rally in the first four months of the year....