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BLOG April 30th, 2019

Investment Metrics Top 10 Q1 2019 Tax-Exempt Assets Gained Across US Equity

Investment Metrics releases its market summary of the top 10 portfolios that gathered tax-exempt assets across US Equity in Q1 2019.

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BLOGApril 30th, 2019

Investment Metrics Top 10 Q1 2019 Tax-Exempt Assets Gained Across US Equity

Investment Metrics releases its market summary of the top 10 portfolios that gathered tax-exempt assets across US Equity in Q1 2019.

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BLOGMarch 18th, 2019

The Benefits of Active Management

The Investment Metrics Research Team reviewed the most consistent performers in global and non-US large-cap equity over the past five years to demonstrate the added wealth created by the top asset managers.

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BLOGFebruary 18th, 2019

Investment Metrics Master Trust Universe: Q4 and 2018 Calendar Year Returns

Investment Metrics Master Trust Universe corporate plans posted the highest returns for the quarter and calendar year ending December 2018.

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News

NewsMay 15th, 2019

Investment Metrics Releases New Version of Asset Manager Database

Investment Metrics releases a new version of asset manager database to simplify manager data submissions and empower asset owners during the mandate search process.

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NewsApril 4th, 2019

Investment Metrics Expands Executive Team with the Appointment of Brent Burns as Chief Executive Officer

Brent Burns joins the Investment Metrics' Executive Team as Chief Executive Officer with over 30 years of experience in financial services and enterprise software.

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NewsFebruary 27th, 2019

Investment Metrics Releases Top 20 Net Asset Gainers Summary 2018

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.

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NewsFebruary 12th, 2019

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics announced 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.

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NewsJanuary 22nd, 2019

2018 Market Volatility Causes Equity Outflows

Investment Metrics releases the 2018 preliminary assets gains net flows summary utilizing their asset manager database.

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NewsJanuary 10th, 2019

Highland Consulting Associates Selects PARis and InvestWorks from Investment Metrics for Investment Analytics and Performance Reporting

Investment Metrics announced that its next-generation investment analytics and performance reporting platform will be deployed across Highland Consulting Associates business.

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Latest News Coverage

NEWS COVERAGEMay 17th, 2019

Unorthodox Data Commands Premium Price From Investors

For institutional investment management, Resurgens Technology Partners acquired InvestorForce in 2018 from MSCI and merged it with its portfolio company InvestmentMetrics, Pedone noted. The combined company has a sizable customer base representing over $10 trillion in combined assets under management.

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NEWS COVERAGEMay 15th, 2019

Investment Metrics Releases New Version of Asset Manager Database to Simplify Manager Data Submissions and Empower Asset Owners During the Mandate Search Process

Investment Metrics, the leading provider of institutional investment performance analytics and reporting solutions for investment consultants, asset owners, banks, financial institutions, and wealth advisors, today announced the release of their vastly enhanced global asset manager database.

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NEWS COVERAGEApril 30th, 2019

InvestorForce plan universe returns 7.8% in Q1

InvestorForce reported a median net return of 7.82% across the institutional funds in its plan universe during the first quarter. Public defined benefit plans led the major plan categories with an 8.51% return in the quarter.

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NEWS COVERAGEMarch 3rd, 2019

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.

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NEWS COVERAGEFebruary 13th, 2019

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.

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NEWS COVERAGEFebruary 1st, 2019

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.

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Guides and Reports

Active Return Opportunities in Global Small-Cap Report

The small-cap equity area of capital markets is largely viewed as inefficient, a place where asset managers can consistently harvest active returns, by institutional investors. This report provides an...

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Emerging Markets Equity Post Negotiated Fees Report

Due to many factors, the active management fee debate has been brought to the fore. This report provides a better understanding of the impact on fees across the institutional investment industry.

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Emerging Markets Equity Post Negotiated Fees Report

An Investment Consultant’s Guide to Compelling Investment Presentations

Download this guide to gain access to the key attributes your presentation should include, plus a few tips and suggestions on how to use data to tell your best story.

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An Asset Manager’s Guide to Compelling Investment Presentations

An investment presentation should focus on the information, context, and reassurance that investment committees crave. Build a powerful presentation based on data using this guide.

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Events

EventsJuly 16, 2019 9:00 am

IN|VEST 2019

Stop by and see Investment Metrics (booth #204) at In|Vest 2019 on July 16-17 at the Marriott Marquis Hotel in NYC.

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Webinars

WebinarsJuly 18, 2019 11:00 am

Natixis Investment Manager’s 2019 Report – The State of ESG Investing

Join Investment Metrics for a live webinar with Natixis Asset Management, as Dave Goodsell, Executive Director, Natixis Centre for Investor Insight, walks through the 2019 Natixis ESG Report. Dave will examine the factors driving institutions and individuals to consider ESG today, and identifies key hurdles that have to be cleared for more broad-based adoption in the future.

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WebinarsJune 19, 2019 11:00 am

OCIO Industry Trends with Alpha Capital Management

[On-Demand Webinar] Join Investment Metrics and Alpha Capital Management for a 30-minute discussion on trends driving the OCIO industry. Alpha Capital Management will review the findings of their most recent research report, “Clients Give Consultants a Green Light for OCIO,” and share why investment consultants are embracing the OCIO model -- and what challenges await them as they do.

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WebinarsMay 21, 2019 11:00 am

Institutional Insight: Q1 2019 Net Asset Flows

[On-Demand Webinar] Join Brendan Cooper and Scott Treacy, CFA, as they review Q1 2019 asset flows across U.S. equity and share interesting institutional investment trends developed in the first quarter of 2019 across long-only public equity portfolios.

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