August 12, 2021
In the news: Pensions & Investment: Keeping your data compliant under the new SEC marketing rule
Pensions & Investment reports: Investment databases such as Investment Metrics LLC have become the first step in the due diligence process for consultants, institutions, endowments, foundations, high-net-worth individuals, family offices and others seeking investment management services.
June 15, 2021
Press Release: Investment Metrics Launches Groundbreaking Factor-Based Change Analysis Tool
The new DeltaZoom tool brings significant time savings and accuracy in pinpointing the root causes of portfolio factor exposure changes.
June 9, 2021
In the news: Pensions & Investments: Investment factor performance diverges by region in May
Pensions & Investments reports: Analysis of factor performance by Style Analytics found a clear rotation back to value stocks and a boost for momentum stocks in May.
March 3, 2021
Press Release: Style Analytics partners with Foresight Analytics to deliver market-leading decision insights
Style Analytics announces that it has partnered with Australian-based asset consultant and research advisory firm, Foresight Analytics, to deliver market-leading decision insights, advice and direction to its clients.
February 3, 2021
In the news: FundFire: Competitive Pressure Largely Brings OCIO Fees on Par with Consultants
Outsourced CIOs (OCIOs) have not escaped the persistent fee pressure that has plagued the industry as a whole. Although most OCIOs take on additional liability to manage assets, median OCIO fees last year did not deviate more than a few basis points between the traditional consultant model, even with management fees included, data from Investment Metrics shows.
January 12, 2021
Press Release: Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
The combined company will offer powerful portfolio analytics, Factor and ESG exposure metrics for the global institutional investment community
January 12, 2021
In the news: Investment Metrics Acquires Style Analytics
Our acquisition of industry-leading Factor and ESG analysis firm Style Analytics made headlines around the world. Read the latest coverage.
December 28, 2020
In the news: Value managers welcome uptick in performance
Pensions & Investments reports: Value managers are hoping that recent outperformance of their picks will stick around, potentially marking the start of a rotation out of growth stocks. Executives are sure that this rally could have the legs to run through 2021.