The Q3 Preliminary Plan Universe Performance, the industry’s most granular analytics tool for plan sponsors, is now available.

During the third quarter of 2024, global equity markets posted another positive quarter. Within fixed income, the U.S. Bloomberg Aggregate Index returned 4.45% year to date.

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.

Fill out the form to read the report.

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