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Article: Where can investors expect outperformance from active management?

by ivm_wpadmin | Mar 21, 2022

Actively managed global large-cap, non-US large-cap, and emerging markets equity outperform Historically, active managers have been able to make handsome gains in volatile conditions, such as we face now. With markets buffeted by major geopolitical and economic...

White Paper: Factor Investing Primer

by ivm_wpadmin | Mar 18, 2022

Report: February 2022 Factor Performance Analysis

by ivm_wpadmin | Mar 15, 2022

Report: 2021 Fee Analyzer

by ivm_wpadmin | Feb 27, 2022

Article: Best Practices for Analyzing Fund of Funds (FOF) Factor Changes

by ivm_wpadmin | Feb 22, 2022

How to instantly and accurately gain insights on FOF and sub-fund trading decisions Factor change analysis has become the best practice for identifying relevant shifts in style exposures and their causes. Compared to manual spreadsheet methods, automated tools save a...
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