Pensions
DB Plans See Best Year-to-Date Q3 Performance Since 2019
DB plans saw a median return of 4.43% in the quarter, reaching 10.72% for the year so far, according to data from Confluence.
Tag: Confluence
Asset Allocation
Institutional Funds Largely Underperformed Benchmarks in Q2
Plans tracked by Confluence’s Preliminary Plan Universe Performance Report returned 6.06% during the year’s second quarter.
Pensions
Corporate Pensions Were Best-Performing DB Plans in Q1
Fixed-income-heavy portfolios protected against market volatility, while defined benefit plans returned 0.52% overall.
Asset Allocation
Defined Benefit Plans Returned 4.47% in the First Quarter
Strong equities boosted returns for asset owners in the first quarter of 2024.