Blog

The State of ESG Investing

As ESG investing continues to rise in trend today, we took a look at how firms can implement this strategy.

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Why the OCIO Model is on the Rise

What’s causing companies to switch to the OCIO service model in recent years? Read here to find out the key factors contributing to its growth.

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Investment Metrics Top 10 Q1 2019 Tax-Exempt Assets Gained Across US Equity

Investment Metrics releases its market summary of the top 10 portfolios that gathered tax-exempt assets across US Equity in Q1 2019.

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The Benefits of Active Management

The Investment Metrics Research Team reviewed the most consistent performers in global and non-US large-cap equity over the past five years to demonstrate the added wealth created by the top asset managers.

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Investment Metrics Master Trust Universe: Q4 and 2018 Calendar Year Returns

Investment Metrics Master Trust Universe corporate plans posted the highest returns for the quarter and calendar year ending December 2018.

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Currency Hedging in Emerging Markets: Does it Reduce Risk?

Given the volatility in emerging markets equity, do managers utilize currency hedging to actively lower the risk in their portfolios?

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2019 Best Practices & Trends in Client Reporting

The best presentations are the ones that don’t feel like presentations, so we’ve compiled some quick tips on how to tell a story with your reports to deliver your strongest presentation to date.

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5 Quarterly Investment Review Tips for Asset Owners

Learn our five tips to help you in developing a compelling presentation to an investment committee.

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Top Tips for Investment Committee Presentations

See our five tips to help you in developing a compelling presentation to an investment committee.

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Investment Consultant’s Guide to Investment Presentations

As an investment consultant, quarterly reviews can be an unnerving time of year. Here are five tips that will help you prepare yourself in giving a compelling investment presentation.

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