Q4 2024 Plan Universe Allocation | Confluence

REPORT

Q4 2024 Plan Universe Allocation & Return Analysis


 

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Despite another positive quarter from U.S. Large Cap equities, global equity markets posted their first negative quarter of 2024. The Confluence All Defined Benefit Plan Sponsor Universe posted the first negative quarter since Q3 2023.


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