Research and Thought Leadership | August 15, 2022
Report: July 2022 Factor Performance Analysis
Despite the recent market rally, the risks of further market turmoil remain. The sudden rebound did not apply equally across all factors—or all markets. See what factor performance indicates about investor preferences and outlooks.
Research and Thought Leadership | August 11, 2022
Report: Q2 2022 Plan Universe Allocation & Return Analysis
Defined Benefits plans have had a tough start to 2022. Access this timely Q2 data so you can make the right allocation decisions in the months ahead.
Research and Thought Leadership | August 9, 2022
Report: Strong Greenback and Factor Performance
Amidst a tense economic and geopolitical climate in the past year, the US Dollar has surged. Find our which styles outperformed during times of a strong greenback to help you make the best investment decisions.
Research and Thought Leadership | August 1, 2022
eGuide: ESG Disclosure Regulations: Creating Data-Driven, Future-Proof Reporting and Analysis
Managing ambiguous ESG data requirements is proving to be a monumental task. This eGuide breaks down how to prepare for upcoming regulations, tips for managing ESG data inconsistencies and processes to help streamline ESG KPIs.
Research and Thought Leadership | July 28, 2022
Article: Active U.S. Small Cap Value Managers Outperform in Q2
Active small cap value managers outperformed in recent months. Read our recap of Q2 U.S. equity manager performance by style and capitalization—and uncover the characteristics of top-performing products.
Research and Thought Leadership | July 17, 2022
Report: Q2 2022 Factor Performance Analysis
Across the quarter, investors continued to price in the increasing probability of a global recession. See how this affected performance and how factors fared overall in Q2.
Research and Thought Leadership | July 13, 2022
Whitepaper: Preparing for PRIIPs KID: Key Considerations
In a few short months, asset management firms, insurance companies, and other financial institutions will need to comply with the European Union’s (EU) new Packaged Retail and Insurance-based Investment Products (PRIIPs) Key Investor Document (KID) reporting requirements. Find out the key considerations and best practices from pre-production to filing to ensure that you meet the requirements and deadline.
Research and Thought Leadership | June 16, 2022
Report: May 2022 Factor Performance Analysis
Stocks paused their long losing streak in May, with major indices remaining largely flat. Around the world, factor performance saw some common trends, including payoffs for defensive investors in most regions—but not all. See what factor performance indicates about investor preferences and outlooks.