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Blog

BLOG April 23rd, 2020

Active Equity Manager Performance Through COVID-19 Market Volatility

Dive in as the Investment Metrics Research Team reviews various peer group universes to outline how active equity manager performance is being impacted in the midst of the COVID-19 pandemic.

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BLOGJune 16th, 2020

Rightsizing Fees to Win New Mandates

Historically, active managers typically outperform benchmarks during these periods, making the current period an ideal time to strategize and win new mandates. Read more to learn how rightsizing of fees can differentiate your portfolio construction capabilities and help win competitive mandates.

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BLOGApril 23rd, 2020

Active Equity Manager Performance Through COVID-19 Market Volatility

Dive in as the Investment Metrics Research Team reviews various peer group universes to outline how active equity manager performance is being impacted in the midst of the COVID-19 pandemic.

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BLOGMarch 17th, 2020

Shining a New Light on Shadow Accounting

In an era following high-profile financial scandals, potential investors and allocators want to see these additional controls that shadow accounting brings.

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News

NewsMarch 31st, 2020

Investment Metrics is Fully Operational and Committed to Supporting Our Clients

A statement from Investment Metrics CEO, Brent Burns, regarding the growing concerns around the COVID-19 outbreak and how this will affect company functionality.

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NewsFebruary 13th, 2020

Investment Metrics Extends Fee Analyzer for Benchmarking Firm Portfolios Against Actual, Post-Negotiated Fees

Investment Metrics announced today a new release of Fee Analyzer. With the new release of Fee Analyzer, firms can easily upload their active portfolios and compare them with custom universes of actual fees, and much more.

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NewsJanuary 9th, 2020

CIO Applications Selects Investment Metrics as Top 10 Analytics Solution Provider

Learn how Investment Metrics is changing the institutional investment industry with Fee Analyzer in this CIO Applications article.

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NewsNovember 13th, 2019

Investment Metrics Launches Fee Analyzer, the First Comprehensive Source of Actual, Post-Negotiated Fees

Investment Metrics (IM), the leading provider of institutional investment performance analytics and reporting solutions for the institutional investment community, announced today the release of Fee Analyzer.

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NewsNovember 4th, 2019

Asset Managers Struggle to Find Balance on Fees

Managers tend to rely on publicly available fee data, but this largely reveals the initial list price rather than the final negotiated fee. Learn how Investment Metrics' new service will help Asset Managers see accurate, real-time fees data.

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NewsOctober 30th, 2019

Investment Metrics Global Database Simplifies Reporting with Jackson Analytics

While some asset managers are letting compliance fears holding them back into using technology to automate the process of database reporting many are embracing it. Learn how Investment Metrics is simplifying the process of reporting.

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Latest News Coverage

NEWS COVERAGEJanuary 13th, 2020

CIO Applications: Top 10 Analytics Solution Providers – 2019

Investment Metrics was recently selected as a Top 10 Analytics Solution Provider – 2019 by CIO Applications Magazine. The featured article sets focus on our newest product, Fee Analyzer, and how it’s changing the game in the institutional investment market.

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NEWS COVERAGENovember 20th, 2019

PLANSPONSOR: Investment Product and Service Launches

The Investment Metrics' Fee Analyzer tool provides post-negotiated fee data sourced and aggregated from live institutional portfolios housed on the IM performance reporting platform, used by leading institutional asset allocators.

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NEWS COVERAGEOctober 30th, 2019

FundFire: Manager Grapple with Where to Draw the Line on Fee Discounts

Asset managers are struggling to find the right balance on fees as institutional investors ask for concessions, leading some firms to form pricing committees or hire dedicated staff. Investment Metrics is one company leading the way to meet the needs of those wanting real-time fees data companies.

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NEWS COVERAGEOctober 9th, 2019

FundFire: Asset Managers Slow to Use Tech to Simplify Database Reporting

Asset managers are grappling with ways to simplify the process of reporting information to an array of databases and institutional investor requests for proposals (RFPs). But compliance fears still have some firms holding back from tapping into technology to automate the process.

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NEWS COVERAGEOctober 3rd, 2019

FIN News: Investment Metrics, Jackson Analytics Form Strategic Partnership For Asset Manager Data Collection

Investment Metrics and Jackson Analytics have formed a strategic partnership to help streamline the asset manager data collection process and reduce the time spent updating data in the Investment Metrics Global Database, the firms announced today.

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NEWS COVERAGEAugust 27th, 2019

Barron’s: Pension Funds Chased Alternative Investments After the Crisis. They Missed the Bull Market.

In the 10-year period ended June 30, stocks have generated annualized returns of 14.7% as represented by the S&P 500, while an elegantly simple blended index of 60% stocks and 40% bonds returned 10.6%. At the same time, according to the Investment Metrics database of public pensions, the median municipal plan produced an annualized return of 9.2%, while the Credit Suisse index of 9,000 hedge funds returned 5%.

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Guides and Reports

Trailblazing a New Frontier: Challenges and Opportunities for Institutional Investors in an Era of Unprecedented Volatility

In this latest eBook, Chief Strategy Officer, Sanjoy Chatterjee, outlines the challenges, opportunities, and outlook for institutional investors during the COVID-19 pandemic.

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Trailblazing a New Frontier eBook feature image

Tipsheet: Top 10 Ways Institutional Investors Can Turn Market Volatility into Opportunity

The coronavirus pandemic continues to drive unprecedented market volatility and significant challenges for institutional investors. Here are the top 10 ways they can successfully identify opportunities...

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Top 10 Ways Institutional Investors Can Turn Market Volatility into Opportunity

Post-Negotiated Fees: The New Competitive Weapon

Learn how actual asset management fee data is changing the game in the institutional investment market. Download this whitepaper for insights on the importance of real institutional investment asset management...

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Post-Negotiated Fees: The New Competitive Weapon

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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Webinars

Webinars April 28, 2020 11:00 am

How are active equity managers performing through the COVID-19 Pandemic?

[On-Demand Webinar] Join Brendan Cooper and Scott Treacy, CFA, of the Investment Metrics Research Team to review the active equity manager performance through this volatile time and see who was able to outperform peers.

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WebinarsMay 20, 2020 11:00 am

How can Asset Managers Gain an Edge in Today’s Market?

[On-Demand Webinar] Join us in this on-demand webinar as we highlight strategies asset managers can use to differentiate themselves from others to win more mandates.

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WebinarsApril 28, 2020 11:00 am

How are active equity managers performing through the COVID-19 Pandemic?

[On-Demand Webinar] Join Brendan Cooper and Scott Treacy, CFA, of the Investment Metrics Research Team to review the active equity manager performance through this volatile time and see who was able to outperform peers.

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WebinarsApril 14, 2020 12:00 am

Navigating the Pandemic: Challenges and Opportunities for Institutional Investors – Q&A with Industry Leaders

[On-Demand Q&A] Join Sanjoy Chatterjee and Jeff Schutes in this Q&A as they discuss key solutions to navigating the institutional investment market during the current pandemic.

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