by ivm_wpadmin | Apr 22, 2021
When it comes to asset allocation, nearly all Endowments and Foundations have invested into alternatives like hedge funds and private equity. Out of nearly 400 E&Fs we examined using Investment Metrics Plan Universe, only 22 of them, or 5.6%, did not have any...
by ivm_wpadmin | Apr 13, 2021
Factor analysis is core to the manager approval process. We recently sat down with two of the biggest names in investment consulting and manager research, Aon’s Chris Riley and Morgan Stanley Wealth Management’s Michael Jabara, to talk about...
by ivm_wpadmin | Apr 12, 2021
by ivm_wpadmin | Apr 8, 2021
Which equity portfolios stand out as elite? We dove into the Investment Metrics Global Database to compare portfolios within different Large/All-Cap Equity Universes to find out. Key considerations for this small group of asset managers (3-5 portfolios) included:...
by ivm_wpadmin | Apr 6, 2021