by ivm_wpadmin | Apr 26, 2023
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023. Plan performance rebounded over the last two quarters with a median return of 10.07%, after three consecutive negative quarters to...
by ivm_wpadmin | Apr 13, 2023
Investors Favor Quality over Volatility Market Background 2023’s first quarter ended on a strong note, continuing the momentum seen in 2022’s final quarter following a bear market. Both Developed and Emerging Markets chipped away at the losses from early 2022,...
by ivm_wpadmin | Mar 17, 2023
Back to Value (and Momentum) Market Background Equities slid after a particularly strong January. From a factor perspective, investors favored Value stocks although Quality outperformed as well in many regions. A year after the Federal Reserve officially began raising...
by ivm_wpadmin | Mar 9, 2023
by ivm_wpadmin | Mar 8, 2023
In Investment Metrics’ June 2021 research we assessed if there has been any movement in the representation of female portfolio managers at asset management firms. Unfortunately, the short answer was no For International Women’s Day this year we ran a similar...
