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