Q2 2022 Plan Universe Allocation & Return Analysis

In the midst of a market downturn, see which plan types underperformed most.

Inflation, the Ukraine invasion, soaring energy costs and a rapidly rising Fed Funds Rate led more investors to sell in Q2, resulting in the third poorest quarterly performance for Defined Benefits since 2008. Yet some plan types underperformed more than others. Our latest report breaks down the results in every way.

Download the Q2 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 US Fixed Income and Alternatives

Access the data you need to know from Q2 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.


Brendan Cooper
Head of Client Consulting & Research
Investment Metrics

Scott Treacy
Client Consulting & Research
Investment Metrics

Download Report