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Podcast: Episode 8 – Data Hunters

by ivm_wpadmin | Apr 23, 2021

Article: Which Endowments and Foundations Benefit from Allocating to Alternatives?

by ivm_wpadmin | Apr 22, 2021

When it comes to asset allocation, nearly all Endowments and Foundations have invested into alternatives like hedge funds and private equity. Out of nearly 400 E&Fs we examined using Investment Metrics Plan Universe, only 22 of them, or 5.6%, did not have any...

Video: How relevant are factors to your portfolio analysis?

by ivm_wpadmin | Apr 21, 2021

Michael Jabara, Managing Director, Co-head of Global Investment Manager Analysis at Morgan Stanley shares how factor analysis delivers insights regarding the drivers of portfolio performance.

Infographic: Why do we need fee transparency?

by ivm_wpadmin | Apr 15, 2021

Article: How Morgan Stanley and Aon use Factor Analysis in Manager Selection

by ivm_wpadmin | Apr 13, 2021

Factor analysis is core to the manager approval process. We recently sat down with two of the biggest names in investment consulting and manager research, Aon’s Chris Riley and Morgan Stanley Wealth Management’s Michael Jabara, to talk about...
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