Top Tips for Investment Committee Presentations

As an Asset Manager, quarterly reviews should never be disconcerting. Clarity and confidence are what your investment committee wants to see in a presentation. Reassure them that you truly understand the changing dynamics of the market and can justify the decisions you’ve made.

Here are five tips to help you in developing a compelling presentation to an investment committee.

  1. Use your results to tell a story
  2. Use data to illustrate your narrative
  3. Focus on the causes of your success and setbacks
  4. Show them what your value is to the company
  5. Personalize the presentation for your audience

For more tips and best practices for implementing the above steps, download our free eBook, The Guide to Compelling Investment Presentations for Asset Managers, and never have another worry about your next quarterly review.

investment presentations for asset managers


InvestorForce Transaction Completed

Darien, CT and Conshohocken, PA – October 12, 2018 – Investment Metrics, a leading provider of investment performance analytics and reporting solutions for the institutional investment industry, announced today that it has completed the purchase of InvestorForce from MSCI.

Headquartered in Conshohocken, Pennsylvania, InvestorForce is a premier provider of performance reporting solutions for daily monitoring, analysis and reporting of institutional assets. As previously announced, InvestorForce will be merged with Investment Metrics to create the market leader in performance analytics and reporting solutions for the global institutional investment industry. The combined entity will operate under the Investment Metrics name with a combined leadership team from both organizations.

“We are moving aggressively to unite these two leading organizations which deliver best-in-class portfolio reporting and analytic solutions for our combined clients,” said Sanjoy Chatterjee, Founder & President of Investment Metrics.

“InvestorForce and Investment Metrics have always been committed to delivering innovative research and reporting solutions to investment consultants, wealth management firms, investment managers and financial institutions. As a combined entity, we now have a broader set of capabilities to enable our clients to continue delivering differentiated investment insights, analytics, and reporting” said Blake Mclaughlin, Executive Director and Head of Product Management of InvestorForce.


Investment Consultant’s Guide to Investment Presentations

As an investment consultant, quarterly reviews can be an unnerving time of year. The stress that goes into justifying the decisions made for the quarter, whether it be about performance, manager lineups, or overall strategy, is something that can be easily avoided by developing a thoroughly thought out investment presentation.

Being readily equipped to answer all of the questions at the table is key to proving just how essential you are to the client’s growth.

Here are five tips that will help you prepare yourself in giving a compelling investment presentation.

  1. Don’t just provide numbers, tell a story
  2. Paint a picture of your story using data
  3. Highlight the causes of your wins and losses
  4. Show them why you are the expert
  5. Tailor the presentation to your audience

Don’t let reporting to investors be the most stressful part of your job. For more tips and best practices for implementing the above steps, download our free eBook, The Guide to Compelling Investment Presentations for Institutional Investment Consultants.

investment presentations for investment consultants


Q2 2018 Portfolio Allocation Summary: Shift Away from US Equity in Favor of Other Asset Classes

Investment Metrics Plan Universe Allocation Shifts Summary: 2014 – Q2, 2018

After reviewing 1,400 plans across four plan types within the Investment Metrics (IM) plan universe, we found some interesting changes in asset allocations over a 3 ½ year period (2014 to Q2, 2018). Across most plan types – corporates, publics, and endowments and foundations – we have seen a distinct shift away from US equity in favor of other asset classes.

This comes at a time when the US stock market is on the verge of completing its longest bull run in history. Most plans have either rebalanced their portfolios towards the lower end of their target allocation to US equity or have shifted to global equity instead, diversifying their equity risk.

Corporate plans have aggressively incorporated a liability-driven investing approach in the recent period, demonstrated by the significant increase in their US fixed income allocation. Public plans have used the funds from US equity and placed them into alternatives, primarily private equity, as well as non-US equity.

Meanwhile, endowments and foundations comparatively had the largest increase to non-US equity, this asset class includes global, international, and emerging markets equity portfolios. With increased concerns over inflation, all plan types have increased their allocations to real estate in order to protect themselves from a surge in inflation. What is clear from these shifts in portfolio allocations is many plans are looking to lower the risk in their portfolios.


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Investment Metrics Performance Report: Separate Accounts & Commingled Funds – Q2, 2018

Fixed Income

The lackluster returns for US fixed income have continued through the first half of 2018. The US Federal Reserve has raised the fed funds rate twice already this year by 25 basis points each time; this has proved challenging for bond investors in the short-term.

Asset managers in the US broad core and core plus peer groups have been able to outperform their benchmark, the Bloomberg Barclay’s US Aggregate Index, yet, overall returns are modest. In prior quarters US corporate bonds were able to provide better returns for investors, however, in the past two quarters, this sector has struggled. Fortunately, asset managers were able to provide some active returns during this period.

Additionally, the higher yielding fixed income sectors have struggled year-to-date. The combination of a strengthening US dollar and a protectionist stance by the US on global trade has led to poor performance in the emerging markets debt sector over the past six months. The Investment Metrics emerging markets debt peer group has not been able to mitigate these poor returns. With expectations that the Federal Reserve will continue to raise the fed funds rate through this year and into next year, performance could continue to struggle from this asset class.


The Investment Metrics equity peer groups have not performed well in the near-term against their respective benchmarks. US equity, across the market capitalization spectrum, continues to perform favorably compared to other geographic investment areas.

Unfortunately, US equity asset managers have struggled to outperform their indices. Within US large-cap equity asset managers underperformed the S&P 500 in all four periods reviewed. Similarly, global large-cap equity asset managers underperformed the MSCI World Index in all four periods. The best performing area for asset managers was in international small-cap equity, viewed by many investors as an inefficient market where managers can provide active returns.

Finally, similar to emerging markets debt, emerging market equities have struggled in the near-term; due to a strengthening US dollar against emerging market currencies, as well as the threat of a global trade war that would especially hurt emerging economies.


InvestWorks is an asset manager research web platform with 1,800 firms, 36,033 products, and 357 peer groups. The data within InvestWorks is provided by asset managers who submit their product information to the Investment Metrics global database of traditional and alternative strategies.

Download a copy of the report.


Investment Metrics Year-to-Date 2018 Asset Flows Summary

Asset Flows Continue their Recent Trend Out of Equity in Favor of Fixed Income

Asset flows continue their recent trend out of equity in favor of fixed income based on the Investment Metrics asset manager research database. Despite impressive long-term returns, US large-cap equity has seen the largest outflows on a total and tax-exempt asset basis. International large-cap equity is not far behind when looking at year-to-date tax-exempt net flows. Comparably, international small-cap equity did well with slight outflows so far this year. Within fixed income, US government bond portfolios and the broad market portfolios have had the most inflows in the past two quarters. Additionally, the US corporate bond portfolios had considerable tax-exempt inflows this year. Surprisingly, in this rising rate environment, there were flows out of short duration bonds in favor of long duration bonds. Overall, investors seem to be removing some of the equity risk in their portfolios and seeking the safety of bonds.

Learn more about our solutions for asset managers.


Investment Metrics and InvestorForce Announce Merger

Resurgens Technology Partners Acquires InvestorForce from MSCI to Form the Leader in Performance Analytics and Reporting Solutions for the Global Institutional Investment Industry

Darien, CT and Conshohocken, PA – July 30, 2018 – Investment Metrics and InvestorForce, two leading providers of investment analytics and reporting solutions for the global institutional investment industry, are merging to further focus on the dynamic and increasingly complex needs of investment consultants, wealth managers and investment managers. Resurgens Technology Partners has entered into a definitive agreement to acquire InvestorForce from MSCI Inc. (NYSE: MSCI), and will merge it with its portfolio company, Investment Metrics. The transaction is expected to close within the next three months, subject to customary closing conditions. Terms of the deal were not disclosed.

The merger enables the combined entity to provide best-in-class investment tools for performance analysis, investment reporting, investment policy statements, peer benchmarking and competitive insights, leveraging the unique and substantial data assets of the combined company. The newly combined company will have clients with approximately $10 trillion in assets under advisement (AUA) running on the platform. This will provide unprecedented insights into global industry-wide asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, empowering its clients to make more informed investment decisions. In addition, with the resources and development capabilities of the combined entity, the merger enables the firm to strengthen its commitment to solving the many other evolving challenges facing the institutional investment industry, including data aggregation, reconciliation, and the need to produce rich analytical and reporting output.

The Investment Metrics and InvestorForce teams have over forty years of combined institutional investment technology industry expertise. The combined company’s clients include industry leaders such as Aon Hewitt, Mercer, Morgan Stanley, Pension Consulting Alliance, RVK and Segal Marco Advisors, among many others.

The company, which will operate under the Investment Metrics name, will continue to support both the Investment Metrics and InvestorForce software, data and service offerings.

Sanjoy Chatterjee, Founder & President of Investment Metrics, said, “The merger of Investment Metrics and InvestorForce is a logical next step for our clients, employees and the industry. In this changing market where investors are demanding more from their investment solutions, we are confident that our expanded unique data offering, paired with the best in class analytics and reporting solutions, will uncover further opportunities and increase efficiencies for our clients. Together, we will further enhance our existing relationships and build new alliances with the industry’s leading investment consultants, wealth managers, asset owners, trusts, OCIOs and players within the alternatives space.”

Blake McLaughlin, Executive Director, Head of Product Management of InvestorForce, said, “We are pleased to be joining forces with Investment Metrics. The combined company is committed to finding the balance between continuity and growth, from maintaining a disciplined focus on the challenges our clients face today while partnering with them to envision, design, develop and launch next-generation data solutions, flexible workflows, powerful analytics and intuitive report output.” McLaughlin continued, “We very much look forward to the exciting things ahead for our clients.”

John Baumstark, Managing Director of Resurgens Technology Partners, said, “This is a major milestone for the institutional investment community. We are excited to support the combination of these two great companies. This merger enhances our ability to support the growing needs of our clients, leverage the talents of the two teams, provide our clients with an expanded and unique dataset and more rapidly address the market’s evolving requirements.”

Additional information on the merger can be found here.


Institutional Demand for Emerging Markets Corporate Debt – Q1 2018

Latest research from Investment Metrics shows that nearly 2.5 billion dollars were awarded to emerging market debt products in the first quarter of 2018. This marks the third consecutive quarter tax-exempt emerging market debt strategies have had positive asset flows. While the appetite by institutional investors has been increasing, there does not appear to be a consensus on the risk profile favored.

In the first quarter of 2018, 40% of the assets gained went to standard emerging markets debt portfolios (hard currency, local currency, or blended currency). Meanwhile, the other 60% of asset flows went to emerging markets corporate debt, presumably because of their favorable risk-adjusted performance in the near-term. The credit profiles show these winning corporate products having riskier portfolios based on their average credit ratings (BB). Despite the riskier credit metrics, these portfolios have provided a lower standard deviation against peers. In the risk-adjusted return scatter below, those products that are diamond shaped have gained assets in the first quarter of 2018; the color of the diamond associates with the type of emerging markets debt portfolio. Clearly, the corporate debt portfolios compare favorably to peers.

Source: Investment Metrics, InvestWorks, InterSec Research


Investment Metrics releases latest research on Active Management Fee Review 2017

Investment Metrics has released their latest research – Active Management Fee Review 2017 – which highlights that the pressure to lower active management fees became more persistent in 2017.

Key highlights from this report include:

– Most peer groups outperforming their benchmark over the long-term, gross-of-fees, but not by a significant margin
– These active return levels have decreased over the past two years (more…)


Mercer Selects Investment Metrics for Next-Generation Global Investment Analytics and Performance Reporting

NEW YORK and DARIEN, Conn., January 31, 2018 – Investment Metrics, the leader in investment analytics, performance attribution, customized reporting and market intelligence software for the institutional investment and wealth management sectors, today announced that its platform will be deployed across Mercer’s Wealth business in the U.S. Mercer will leverage the Investment Metrics solution to power its institutional client reporting, investment analytics and research capabilities to serve the needs of its institutional defined benefit, defined contribution, endowment, foundation, wealth management, and delegated investment advisory clients. This relationship will continue to enhance Investment Metrics’ robust plan sponsor data universe, which currently stands at $3.5 trillion in Assets Under Advisement as well as further the company’s international expansion efforts.

Mercer was looking for an innovative technology provider that could help address the dynamic needs of its extremely diverse, global client base. Investment Metrics enables Mercer to address this complexity today and in the future. Mercer identified the need for flexibility, transparency, seamless workflow and collaborative client reporting as top priorities for the organization. The comprehensive analytics and more flexible reporting options available on the Investment Metrics platform will enable Mercer to increase productivity and enable new levels of engagement and collaboration with its clients.

“We are excited about how quickly we have been able to successfully deploy this solution and we are impressed with Investment Metrics’ technology and the team’s vast domain expertise, technology and ability to solve complex problems with short lead times,” said James Guilfoyle, Mercer’s U.S. Head of Performance Reporting Operations. “Our selection of Investment Metrics is based upon a shared commitment to satisfy the needs of our clients and business partners by fostering greater innovation in our industry.”

Sanjoy Chatterjee, the CEO of Investment Metrics said, “We’re thrilled to have Mercer onboard and to be part of their global investment advisory ecosystem. They confirm our belief that our comprehensive investment analytics platform can power the biggest global investment practices to drive better results.”