REPORT

Q1 2022 Plan Universe Allocation & Return Analysis

Despite negative returns across plan types, some allocations outperformed.

Concerns over inflation, rising energy prices, and the invasion of Ukraine dragged markets down during Q1. While all institutional plan types posted negative returns, some allocations outperformed. See where plans invested, how their allocations affected returns and how Q1 performance compares to the median over the past few years. Download the Q1 2022 Plan Universe Allocation & Return Analysis to gain timely insight into:

  • Which plan type had the lowest returns of the quarter
  • Which allocations contributed to plan underperformance
  • Where plans are increasing their allocations—and seeing improvements
  • A spotlight on Corporate plan performance

Access the data you need to know from Q1 so you can make the right allocation decisions. 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:

Brendan Cooper
Senior Consultant, Research & Market Intelligence Group
Investment Metrics

Jeffrey Stenhouse
Client Success Manager
Investment Metrics

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