Research and Thought Leadership
Research and Thought Leadership | September 14, 2022
Report: August 2022 Factor Performance Analysis
Fed comments from the Jackson Hole summit led to a sudden shift as Value stocks outperformed Growth. See how higher interest rates and consumer sentiment affected factor performance.
Research and Thought Leadership | September 11, 2022
Article: Large Plans Benefit from Illiquid Investments
Where are the bright spots for institutional plans in 2022? The recent capital market downturn has made it hard for large institutional plans to meet expectations. Our latest analysis uncovers asset classes that have outperformed, including a spotlight on illiquid assets.
Research and Thought Leadership | August 25, 2022
Article: Q2 2022 Manager Research: Global ESG Equity Products
Assets in global ESG equity products nearly doubled in recent years. Our research team analyzed 52 funds to assess performance and break down the characteristics of the products winning the most business.
Research and Thought Leadership | August 19, 2022
Infographic: How the market environment affects factor performance
Knowing which factors perform best in which environments will help you make the right investment decisions. View our infographic to learn more.
Research and Thought Leadership | August 17, 2022
Report: Q2 2022 Fee Analyzer
Despite strong relative performance, active U.S. Small Cap Growth Equity Fees have dropped considerably since 2019. Find out which plans are generating the most activity – and how fees vary based on style and plan type.
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.