May 6, 2022
In the news: Institutional Investor: Can Fund Managers’ Fee Cuts Win Back Clients?
Institutional Investor reports: Active and passive managers brought in one-third of the amount of money in the first quarter of 2022 as they did a year earlier. Blame volatility and competition from alternatives.
April 27, 2022
In the news: Institutional Investor: Countering Critics, Study Shows U.S. Equity Managers Aren’t Charging Higher Fees Based on ESG
Institutional Investor reports: But emerging markets firms that focus on ESG do have leverage to increase their prices, according to Investment Metrics.
April 20, 2022
In the news: Institutional Investor: Growth Stocks Are Rebounding – At Least For Now
Institutional Investor reports: High-quality companies are expected to do well in an environment in which investors are looking for “cautious growth,” according to Investment Metrics.
April 20, 2022
In the news: Conseiller: The success of female-managed portfolios – Despite their low representation
Conseiller reports: Women are still few among portfolio managers, yet they are achieving remarkable results.
April 1, 2022
In the news: Financial Planning: Women portfolio managers: Numbers are small, but returns are big, study shows
Financial Planning reports: Women make up only a small slice of the portfolio management business, but a recent study shows that the top performers surveyed beat their benchmarks most of the time.
March 30, 2022
In the news: thewealthnet: Where can investors expect outperformance from active management? – Comment
Thewealthnet reports: With markets buffeted by major geopolitical and economic worries as Russia invades Ukraine, we looked at how active managers have performed over the last decade to see where active management worked and outpaced benchmarks.
March 23, 2022
In the news: ETF Trends: Active Managers Prove Their Worth With Non-U.S. Large-Cap Investments
ETF Trends reports: Citing analysis by Investment Metrics, Institutional Investor is reporting that the average gross excess return for active managers investing in global large-cap companies from 2012 to 2021 was 1.3%.
March 22, 2022
In the news: Institutional Investor: Here’s Where Active Managers Outperform
Institutional Investor reports: Active managers shine most in large-cap investments outside of the United States, according to Investment Metrics.