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Video: How DeltaZoom uncovers changes in your portfolio and benchmarks

by ivm_wpadmin | Nov 15, 2021

It’s time-consuming to identify and illustrate to your clients what causes the changes in your portfolios and benchmarks over time. Take 90 seconds to hear how fund manager Polar Capital keeps up with ever-changing portfolios and benchmarks.

Report: October 2021 Factor Performance Analysis

by ivm_wpadmin | Nov 14, 2021

Article: Top 5 Most Popular Insights of 2021 for Asset Owners and Consultants

by ivm_wpadmin | Nov 5, 2021

As 2021 winds down, make sure you didn’t miss a thing with this recap of our top insights for asset owners and investment consultants. Most popular insights in North America: 1. What’s ESG got to do with it? (Report) 2. Straight-through Reporting (Article) 3. Q3 2021...

Article: Consistently Outperforming Managers Deliver the Goods but Don’t Attract Most of the Assets

by ivm_wpadmin | Nov 3, 2021

Manager skill is often assessed by examining the consistency with which they outperform the market: even poor managers may get lucky every once in a while, but consistent outperformance requires skill. Following this logic, we examined 308 global equity funds with a...

Article: Beyond Benchmarking: Use Cases for Plan Universe Comparison

by ivm_wpadmin | Oct 28, 2021

Asset allocators turn to plan universes to assess their performance relative to their peers. That same plan universe data also holds the potential to help them do more. What would you do if you received a sudden, huge donation to your endowment plan? Where would you...
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