Research and Thought Leadership
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.
Research and Thought Leadership | May 26, 2022
Article: Emerging Markets Equity Underperforms in Q1 2022 While Active Managers Outperform Benchmark
In March, 65% of active managers rebounded to outperform the benchmark for Emerging Market Equities. See what characteristics the top portfolios had in common during Q1, which factors contributed to March’s success and gain insight into how Russia’s activities affected portfolio allocations.
Research and Thought Leadership | May 23, 2022
Report: Q1 2022 Fee Analyzer
Over 95% of short and 80% of intermediate and long duration portfolios within U.S. Fixed Income outperformed their benchmarks over the past three years. Find out which plan types are generating the most activity within these spaces and which products are contributing to higher spreads and greater fee pressure.
Research and Thought Leadership | May 19, 2022
Report: Q1 2022 Plan Universe Allocation & Return Analysis
Concerns over inflation, rising energy prices, and the invasion of Ukraine dragged markets down during Q1. While all institutional plan types posted negative returns, some allocations outperformed. See where plans invested, how their allocations affected returns and how Q1 performance compares to the median over the past few years.
Research and Thought Leadership | May 16, 2022
Report: April 2022 Factor Performance Analysis
Value was back in April with a vengeance as many investors shifted to a more defensive position. As macroeconomic fears continue to build, find out which factors were able to outperform around the globe.
Research and Thought Leadership | May 5, 2022
Report: Favorable Factors During EU Recessions
The European Union is still far from pre-pandemic economic levels. With commodity prices and inflation soaring, many experts see this as a catalyst for the European economy to contract. Our research team examined which factor allocations are mostly likely to help investors if this happens. See which factor styles should be favored—and which should be avoided.
Research and Thought Leadership | May 4, 2022
Article: Active Manager Hiring Activity Declines in Q1 2022
Although overall hiring activity was down in Q1, our latest research shows an increase in demand for active vs. passive managers. Find out which type of managers led the way—and how top performers like Loomis Sayles, DePrince Race & Zollo, WCM Investment and Invesco stacked up.
Research and Thought Leadership | April 26, 2022
Article: ESG score helps win new mandates in U.S. equity, but shows little influence on fees
While a higher ESG score may help win new mandates, it has less of an impact on the fee that U.S. equity managers can charge, according to our research.