Q1 2024 Preliminary Plan Universe Performance– the industry’s most granular analytics tool for plan sponsors, reported a positive performance for the quarter with only publicly defined benefit and endowment & foundation plans outperforming a traditional 60/40 benchmark return of 4.63%.

Investment Metrics Plan Universe is the industry’s most granular analytics tool for plan sponsors including standard and custom peer group comparisons of performance, risk, and asset allocations by plan type and size. The data is sourced directly from our reporting and analytics solution that is relied on by leading investment consultants, advisors and asset owners, representing over 4,000 institutional plans and $4T in assets. Updated three times every quarter, the data includes 20+ years’ history on institutional investment plans.

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Brendan Cooper
Head of Client Consulting & Research
Investment Metrics, a Confluence Company