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Investment Consultants

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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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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Investment Metrics Year-to-Date 2018 Asset Flows Summary

Asset flows continue their recent trend out of equity in favor of fixed income based on the Investment Metrics asset manager research database.

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Institutional Demand for Emerging Markets Corporate Debt – Q1 2018

Latest research from Investment Metrics shows that nearly 2.5 billion dollars were awarded to emerging market debt products in the first quarter of 2018.

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