Plan Universe: The Next Generation now on Market Insights

Expand your understanding of institutional plan performance, asset allocation and risk.

Learn More

Blog

The Secret to Unlocking Value in Asset Allocation

Today’s volatile market and economic complexity are causing asset allocation to become an annual (or more frequent) event. With investors demanding faster responses and transparency, industry leader Sanjoy Chatterjee examines how asset allocation can become even more streamlined and accelerated.

Read more

Active Manager Preliminary Performance in Equity, Fixed Income, and REITs – Q2 2020

The first two quarters of 2020 have been very turbulent for equity markets while the fixed income market has remained steady.  With all the volatility in the equity markets, it’s essential to review which active managers have been able to navigate these confusing times successfully. 

Read more

Rightsizing Fees to Win New Mandates

Historically, active managers typically outperform benchmarks during these periods, making the current period an ideal time to strategize and win new mandates. Read more to learn how rightsizing of fees can differentiate your portfolio construction capabilities and help win competitive mandates.

Read more

Active Equity Manager Performance Through COVID-19 Market Volatility

Dive in as the Investment Metrics Research Team reviews various peer group universes to outline how active equity manager performance is being impacted in the midst of the COVID-19 pandemic.

Read more

Shining a New Light on Shadow Accounting

In an era following high-profile financial scandals, potential investors and allocators want to see these additional controls that shadow accounting brings.

Read more

Putting Institutional Investment Databases to Work for You

APX Stream, formerly known as Jackson Analytics, will host a webinar, How Institutional Investment Databases Work for You, on Tuesday, March 31 at 11:00 AM EDT to help asset managers better understand these vital marketing avenues.

Read more

Investment Market Insights: 5-Year Plan Performance Comparison

The Investment Metrics Research Team reviewed and compared the average asset allocation and performance over five years within the Investment Metrics database.

Read more

The New Standard for Institutional Management Fee Analysis

With scrutiny on management fees in the institutional investment market continuing to rise, having access to the industry’s only comprehensive source of actual post-negotiated fee data is becoming even more important. That's why we built Fee Analyzer. Learn more about the recent updates to Fee Analyzer.

Read more

How to Use Transparency in Fee Data to Your Advantage

Learn how an increased focus on investment data and transparency is becoming top-of-mind for market participants, and how you can take advantage of the change.

Read more

Top Tax-Exempt Assets Gained in 2019

Here is our breakdown of the top tax-exempt asset gainers in 2019, and what these findings mean.

Read more