Latest News Coverage

Top 20 Net Asset Gainers in 2018 Across Equity, High Yield, & Emerging Markets Debt According to the Investment Metrics Global Database

Investment Metrics, the leading provider of investment performance analytics and reporting solutions, released today its market summary of the top 20 portfolios that gathered tax-exempt assets across public equity, high yield, and emerging markets debt in 2018.

Read more

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics, the leading provider of investment performance analytics and reporting solutions, announced today the launch of its new branding, designed to reflect the company's mission to power the global institutional investment community through unique technology and data solutions.

Read more

InvestorForce universe plans return -7.2% for quarter

The median net return across all institutional plans in the InvestorForce Plan Universe was -7.2% for the fourth quarter according to the firm's latest data release.

Read more

Graphic: Private Equity’s Staying Power

Institutional investors have warmed to private equity in recent years, pushing up aggregate allocations to the asset class. Endowments and foundations historically have invested more in private equity relative to other asset owners, but other investors are growing their presence, as the returns and portfolio benefits have become hard to ignore.

Read more

Investment Metrics was named a Top 10 Portfolio Analytics Solution Provider by Capital Markets CIO Outlook Magazine

Investment Metrics was recognized by Capital Markets CIO Outlook Magazine as a top 10 portfolio analytics solution provider.

Read more

Taft-Hartley plans top InvestorForce universe

The median return across funds in the InvestorForce Plan Universe for the three months ended Sept. 30 was 2.3%, net of fees, according to the company's third-quarter update. The median universe net return over the trailing 12 months was 6.12% while the median trailing five-year return was 6.51%.

Read more

Toning Down The Risk

Data from Investment Metrics show that institutional investors moved assets out of equities and into fixed income during the first half of 2018. Some $93 billion came out of U.S. equity strategies through June 30, with another $71 billion coming out of non-U.S. strategies. Of those totals, $57 billion and $50 billion were redeemed by tax-exempt investors, respectively. Conversely, $113 billion went into U.S. fixed-income strategies ($104 billion from tax-exempt investors), and a smaller $16 billion, all from tax-exempt investors, flowed into non-U.S. fixed income.

Read more

InvestorForce to Merge with Investment Metrics

InvestorForce will merge with Investment Metrics and aim to expand European and Asian footprint. With the acquisition, Resurgens will merge MSCI’s InvestorForce with Investment Metrics, one of its portfolio companies. The transaction is expected to close in the next three months.

Read more

InvestorForce being acquired by Resurgens Technology Partners

Resurgens Technology Partners is acquiring performance measurement and reporting software firm InvestorForce Inc. from MSCI Inc. Terms of the deal, expected to close within the next three months, were not disclosed. Resurgens will merge InvestorForce with Investment Metrics, its own performance measurement, and reporting software company. The combined company will operate under the Investment Metrics name and have institutional investment consulting clients overseeing $10 trillion in assets under advisement using the platform.

Read more