Investment Metrics acquires Style Analytics

Global Factor and ESG exposure analyses add even greater insight in portfolio analytics and reporting.

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Top Three Equity Portfolios Within Large/All-Cap Universes

We dove into the Investment Metrics Global Database to bring you the top-performing equity portfolios from each Large/All-Cap Universe. Find out which ones made the list.

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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.

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Active Equity Saw Substantial Assets Gained in Q4 2020

76% of the total US institutional equity assets gained in Q4 – a significant change from previous quarters. See a full breakdown of Q4 asset gainers, and the investment strategies behind the portfolios that topped the list, in our latest Insights article.

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Active Equity Value Managers Require Style Benchmarks

For the past decade, the FTSE All-World Growth Index has outperformed the FTSE All-World Value index, yet there are active value managers providing good active returns over their style benchmark. Our latest article examines the importance of style benchmarks and why they may be more effective than broad-based benchmarks.

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Top 5 Most Popular Insights of 2020 for Asset Allocators

As the year winds down, don’t miss our top 5 most popular insights for asset allocators and learn how you can gain efficiencies and a competitive edge in institutional portfolio analytics and reporting for the coming year.

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Environmental, Social, and Corporate Governance (ESG) Analysis and its Ascent in the U.S. Institutional Investment Industry

Participants in the U.S. institutional investment marketplace are positioning themselves to incorporate ESG analysis for the long-term. We reviewed eighty-two active equity asset managers to examine how they implement ESG analysis at their firms. Read the article to see their approaches.

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The Power of True Peer Benchmarking

Every plan is different and it’s imperative to benchmark performance beyond the policy-level absolute comparisons. Sanjoy Chatterjee, Chief Strategy Officer, examines how true peer benchmarking augments the investment decision process.

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Top 5 Most Popular Insights of 2020 for Asset Managers

It’s been a busy year – so we’ve rounded up our top 5 most popular insights of 2020 for asset managers to ensure you have the information you need to gain a competitive edge.

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Why Have International Equity Fees Increased?

After witnessing fee reductions for the past few years, fees have now gone up for International Large Cap Equity. Our market research team dove into the data to uncover why.

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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.

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