Expand your understanding of institutional plan performance, asset allocation and risk.
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.
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.
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.
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.
In an era following high-profile financial scandals, potential investors and allocators want to see these additional controls that shadow accounting brings.
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.
The Investment Metrics Research Team reviewed and compared the average asset allocation and performance over five years within the Investment Metrics database.
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.
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.
Here is our breakdown of the top tax-exempt asset gainers in 2019, and what these findings mean.