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...
by ivm_wpadmin | Jan 24, 2023
Pension funds rebound after long stretch of negative returns Defined benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 5.39% for the fourth quarter 2022. Performance rebounded after three consecutive quarters with negative...
by ivm_wpadmin | Jan 10, 2023
As we leave 2022 behind and 2023 begins, make sure you didn’t miss a thing last year with this recap of our top insights. Women Portfolio Managers Outpace Men’s Performance in this Down Market (Article) Q3 2022 Fee Analyzer (Report) Q3 2022 Plan Universe Allocation...
by ivm_wpadmin | Nov 21, 2022
by ivm_wpadmin | Nov 2, 2022
Women led or co-led portfolio management teams have outperformed their male counterparts, year-to-date in global large-cap equity. Based on data submitted by asset managers to the Investment Metrics Manager Research database (here), active returns from portfolios lead...