Q3 2022 Plan Universe Allocation & Return Analysis

Peer comparisons provide for more accurate assessments in a down market.

Defined benefit plans posted negative returns for the third straight quarter, but some investment types have performed well year to date. Our latest report breaks down performance and allocations by plan type so you can make the right decisions.

Download the Q3 2022 Plan Universe Allocation & Return Analysis to gain timely insight into:

  • Trends in plan returns over the past 5 years
  • Which plans are investing more in equities vs fixed income—and how those returns fared
  • Which allocations are delivering the strongest performance year to date
  • How plan types are doing when it comes to asset protection

Access the data you need to know from Q3.

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

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