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Report: September 2022 Factor Performance Analysis

by ivm_wpadmin | Oct 19, 2022

Article: What to Expect for Factor Performance During Low Consumer Confidence 

by ivm_wpadmin | Oct 10, 2022

Consumer Confidence across developed markets such as the U.S., U.K., and Germany has declined significantly, reaching their lowest points since the measure started being recorded over fifty years ago1. At the dawn of 2022’s third quarter, both U.S. and European...

Article: Factor Analysis: Why Wealth Managers Should Use it for Client Portfolio Reviews 

by ivm_wpadmin | Oct 6, 2022

As the strains of global inflation, tightening monetary policy, and earnings pressure on equities continue to move portfolios downward and sideways, advisors have their cup full when it comes to accountability. They own the dialogue when it comes to rationalizing...

Report: August 2022 Factor Performance Analysis

by ivm_wpadmin | Sep 14, 2022

Article: Q2 2022 Manager Research: Global ESG Equity Products

by ivm_wpadmin | Aug 25, 2022

Concentrated strong-performing ESG equity funds win the battle of flows  Assets in global ESG equity products nearly doubled (+98%) from 2019 to 2021.   Investment Metrics (IM) studied 52 funds from 45 asset managers in the Global ESG equity peer group1...
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