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Report: Q2 Plan Universe Allocation & Return Analysis

by ivm_wpadmin | Aug 18, 2021

Report: July 2021 Factor Performance Analysis

by ivm_wpadmin | Aug 12, 2021

Article: Rising Rates Lift Value Over Growth – but Only If They Rise Fast Enough

by ivm_wpadmin | Jul 28, 2021

With global anticipation that central banks are likely to increase short-term rates and with the specter of inflationary pressure on longer-term rates, can we expect Value to come up top and Growth to lose out? Not necessarily. We examined stock returns during several...

Article: Q2 2021 Manager Reported Assets Gained in United States, Europe, and the United Kingdom

by ivm_wpadmin | Jul 28, 2021

There has been a clear change in asset class focus by investors in the United States, Europe, and the United Kingdom based on the active manager hiring activity we have seen in the first half of 2021 compared to the first half of 2020.  Active public equity...

Article: How Aberdeen Standard and Pictet Wealth Management Use Factor Analysis for Portfolio Construction and Manager Research

by ivm_wpadmin | Jul 20, 2021

Aberdeen Standard’s Justin Jones, Senior Investment Manager, and Pictet Wealth Management’s Yannick Bigeard, Head of Portfolio Structuring, recently joined our Head of Research, Damian Handzy, on a webinar to discuss how they use factor analysis to strengthen...
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