Investment Metrics acquires Style Analytics

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

Learn More


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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

Active Manager Preliminary Performance in Equity, Fixed Income, and REITs – Q2 2020

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. 

Read more

Rightsizing Fees to Win New Mandates

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.

Read more

Active Equity Manager Performance Through COVID-19 Market Volatility

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.

Read more