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Report: Q1 2021 Quarterly Factor Performance

by ivm_wpadmin | Apr 12, 2021

Article: Top Three Equity Portfolios Within Large/All-Cap Universes

by ivm_wpadmin | Apr 8, 2021

Which equity portfolios stand out as elite? We dove into the Investment Metrics Global Database to compare portfolios within different Large/All-Cap Equity Universes to find out. Key considerations for this small group of asset managers (3-5 portfolios) included:...

Report: February 2021 Monthly Factor Performance

by ivm_wpadmin | Mar 10, 2021

Article: Corporate-Defined Benefit Plans Shine in Volatile 2020

by ivm_wpadmin | Feb 19, 2021

Our research team reviewed over 950 defined benefit plan returns with plan assets above $50M in the Investment Metrics global database. We found that corporate-defined benefit plans with assets between $250M and $1B provided excellent performance in the volatile...

Report: January 2021 Monthly Factor Performance

by ivm_wpadmin | Feb 10, 2021

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