Q4 2023 Plan Universe Allocation & Return Analysis

Defined Benefit plans post their best quarterly performance in three years.


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The Q4 2023 Investment Metrics Plan Universe Report – the industry’s most granular analytics tool for plan sponsors, reported the strongest quarterly performance for defined plans in three years. Markets rallied, especially toward the end of the year, after the Federal Reserve’s optimistic comments propelled U.S. equity markets to two-year highs. Despite lingering challenges such as geopolitical tensions and the high cost of borrowing, the potential of loosening monetary policy renewed optimism in global markets.

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