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...
by ivm_wpadmin | Mar 8, 2023
In Investment Metrics’ June 2021 research we assessed if there has been any movement in the representation of female portfolio managers at asset management firms. Unfortunately, the short answer was no For International Women’s Day this year we ran a similar...
by ivm_wpadmin | Mar 1, 2023
Executive Summary The Q4 2022 Investment Metrics Plan Universe – the industry’s most granular analytics tool for plan sponsors with data sourced directly from over 4,000 institutions – reported a bounce back in performance by all plan types for the quarter. As noted...
