Research and Thought Leadership
Research and Thought Leadership | May 24, 2023
Report: Q1 2023 Fee Analyzer
Comparing concentrated portfolios to diversified portfolios uncovers a large differential in post-negotiated fees. Our latest Fee Analyzer Report spotlights trends in post-negotiated fees and shares how managers can win as fee transparency continues to escalate.
Research and Thought Leadership | May 19, 2023
Report: Q1 2023 Plan Universe Allocation & Return Analysis
Lingering inflation and ongoing talks over the debt limit are still in play, but after a horrendous 2022, investors started 2023 on the right foot. In Q1, U.S. public equity and fixed income markets were up 7.2% and 3%, respectively. Find out what contributed to these strong returns in our latest report.
Research and Thought Leadership | May 15, 2023
Report: April 2023 Factor Performance Analysis
The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed. Find out what this trend means and which subfactors to keep an eye on, all in our latest global report.
Research and Thought Leadership | April 27, 2023
Article: US Small-cap growth posts surprise comeback over value after disappointing performance in 2022
Our latest Manager Research spotlights the performance of active U.S. small cap value equity managers during Q1. See a breakdown by factor exposure, sector and more to find out what the top performers have in common.
Research and Thought Leadership | April 26, 2023
Article: Q1 Preliminary Plan Universe Performance
Defined benefit plan performance rebounded for the second quarter in a row, posting a median net return of 4.47% for Q1. See the full performance spreads from the quarter across different plan types in our latest Plan Universe snapshot.
Research and Thought Leadership | April 13, 2023
Report: March 2023 Factor Performance Analysis
The first quarter of 2023 ended on a strong note with both Developed and Emerging Markets chipping away at losses from 2022. From a factor perspective, Quality outperformed around the globe. Find out what this trend means for investors and which subfactors to keep an eye on—all in our latest report.
Research and Thought Leadership | March 24, 2023
Article: Investment Metrics Institutional Net Flows Report Insights
Some active managers and firms were able to thrive last year, despite the market environment. This analysis breaks out the top 10 new business winners in the public equity and fixed income asset classes and spotlights the top asset-gathering ESG portfolios and firms.
Research and Thought Leadership | March 17, 2023
Report: February 2023 Factor Performance Analysis
With inflation concerns continuing and the Chinese economy rebounding, how did factors perform in February? Find out in our latest report, which examines global factor performance data from Style Analytics.