Q1 2023 Plan Universe Allocation & Return Analysis



Defined Benefit, Endowments & Foundations and High Net Worth plans rebound.

Download Report

Lingering inflation and ongoing talks over the debt limit are still in play, which may impact defined benefit plans, endowments & foundations, and high net worth plans. But after a horrendous 2022, investors started 2023 on the right foot. In Q1, U.S. public equity markets were up 7.2% and fixed income saw a major recovery.

Our Q1 2023 Plan Universe Allocation & Return Analysis uncovers what contributed to these strong returns and provides insight into:

Download the report today.

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.




About the Author


Scott Treacy
Research Consultant, Client Consulting & Research
Investment Metrics, a Confluence Company