by ivm_wpadmin | Jun 6, 2023
Asset flows increased by 18% (to $51 billion) from Q1 2022 to Q1 2023, based on active manager strategy asset data from Investment Metrics, a Confluence company’s Global Database. Non-US equity and emerging markets equity portfolios saw a sharp increase in...
by ivm_wpadmin | May 19, 2023
by ivm_wpadmin | Apr 27, 2023
Q1 2023 Manager Research: U.S. Small Cap Value Equity Performance In July 2021, research from Investment Metrics, a Confluence company found that rising rates should help Value stocks and hurt Growth stocks. We certainly witnessed this in the small cap space where the...
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 | Mar 24, 2023
ESG-focused active managers rise to the top in difficult 2022 public equity and fixed income market Investment Metrics, a Confluence company, reviewed the 2022 institutional net flows report to highlight some important developments. This is based off data that...