Investment Consultant’s Guide to Investment Presentations

As an investment consultant, quarterly reviews can be an unnerving time of year. The stress that goes into justifying the decisions made for the quarter, whether it be about performance, manager lineups, or overall strategy, is something that can be easily avoided by developing a thoroughly thought out investment presentation. (more…)


Investment Metrics Performance Report: Separate Accounts & Commingled Funds – Q2, 2018

Fixed Income

The lackluster returns for US fixed income have continued through the first half of 2018. The US Federal Reserve has raised the fed funds rate twice already this year by 25 basis points each time; this has proved challenging for bond investors in the short-term.

Asset managers in the US broad core and core plus peer groups have been able to outperform their benchmark, the Bloomberg Barclay’s US Aggregate Index, yet, overall returns are modest. In prior quarters US corporate bonds were able to provide better returns for investors, however, in the past two quarters, this sector has struggled. Fortunately, asset managers were able to provide some active returns during this period. (more…)