Instantly investigate how market movements, trading decisions and factor changes impacted your portfolio.
When it comes to institutional investment analytics and reporting, the industry is turning to a transformative approach: Straight-through reporting. See why this will soon become the standard for driving better investment outcomes across all institutional asset pools.
We analyzed about 400 Endowments & Foundations with our Plan Universe and uncovered that 94% invest in alternatives. However, not all E&Fs benefit from this allocation strategy. Read our latest blog to find out which E&Fs have come out on top and which are falling behind.
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.
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.
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.
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.