Global Factor and ESG exposure analyses add even greater insight in portfolio analytics and reporting.
We make it easy to access and analyze data. Measure and report on over $10 trillion of assets under advisement for 5,500+ institutional plans, and 10,000+ defined contribution plans, in an accurate and efficient manner with our solutions.
Produce reports that communicate plan results and streamline your reporting process.
Access data any time from anywhere. Analyze and compare investment performance from sources you trust.
Gain an insiders perspective into market trends through comprehensive industry reviews, market surveys, and more.
Corporate-Defined Benefit Plans Shine in Volatile 2020
Our market research team reviewed over 950 defined benefit plan returns from 2020 with plan assets over $50M. They found stark asset allocation differences between corporate-defined benefit plans in the $250M-$1B group vs. other plan types. See why these plans outperformed the index by 80 bps in 2020 and by 180 bps over 10 years.
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Investment Metrics today announced its acquisition of Style Analytics, a leading cloud-based SaaS platform that provides Factor and ESG exposure analysis for the institutional investment community worldwide.
How Morgan Stanley and Aon Select Managers
Don’t miss this incredible opportunity where Morgan Stanley Wealth Management’s Michael Jabara, Managing Director, co-Head of Global Investment Manager Analysis and Aon’s Chris Riley, Partner, Head of Global Equity Manager Research discuss trends in factor investing, their manager due diligence process and what it takes to get approved by their firms.
How Fee Transparency Leads to Better Pricing Alignment
Published fees are often not the fees actually paid. But with fee transparency, both asset allocators and managers gain valuable insight into the investment selection process. Our latest report details why fee transparency is beneficial to all industry participants and how fee alignment leads to efficient market pricing.