The Q2 2024 Confluence Plan Universe Report – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported relatively flat quarterly performance for defined plans. With inflation declining, global equity markets posted another positive quarter. Geopolitical tensions, increasing unemployment, and faltering consumer sentiment, however, continue to present headwinds to global markets, with returns across all asset classes relatively muted.

Confluence is a global leader in enterprise data and software solutions for regulatory, analytics, and investor communications. Our best-of-breed solutions make it easy and fast to create, share, and operationalize mission-critical reporting and actionable insights essential to the investment management industry. Trusted for over 30 years by the largest asset service providers, asset managers, asset owners, and investment consultants worldwide, our global team of regulatory and analytics experts delivers forward-looking innovations and market-leading solutions, adding efficiency, speed, and accuracy to everything we do. Headquartered in Pittsburgh, PA, with ~700 employees across North America, the United Kingdom, Europe, South Africa, and Australia, Confluence services over 1,000 clients in more than 40 countries.

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