Robust portfolio management requires understanding the sources of returns in order to maximize a portfolio’s performance. Join us as we speak with SEI and Quilter Cheviot about how they use factors to select and evaluate managers and to ensure their portfolios are positioned to capture market upside.

Fees, Factors and Flows all have one pressure cooker of an influencer in common: interest rates. Join Damian Handzy and Brendan Cooper from the Investment Metrics Research Team for a look at the most recent trends.

Public equities continue to be the best performing asset class for institutional investors while value managers benefit from a new performance trend. Don’t miss this opportunity get a real-world assessment of the latest asset flows from Q2 2021.

When a portfolio’s factor exposures change, you immediately want to know why. DeltaZoom™ shows you how much is due to trading activity, to benchmark rebalancing, and to factor value shifts and shows the contribution by geography, sector, and individual security. Join Polar Capital’s Chief Risk Officer, Waseem Ghulam, as he discusses the value his firm gets from using DeltaZoom™, followed by a short demo of the product.

Hear how Aberdeen Standard and Pictet Wealth Management use factors to strengthen portfolio analysis and identify exposures in portfolio construction, fund research and manager due diligence.

Everything is connected—and if you want to succeed, you need to see the bigger patterns. Damian Handzy and Brendan Cooper from the Investment Metrics Research Team examine what’s been driving institutional allocations. In this session, they explore the relationships between asset allocations, fund performance, post-negotiated fees, factor styles and more.

The market downturn in early 2020 proved beneficial to some US fixed income portfolios. Gain insights into active fixed income manager performance and net inflows for the full year.

Don’t miss this incredible opportunity where Morgan Stanley Wealth Management’s Michael Jabara, Managing Director, co-Head of Global Investment Manager Analysis and Aon’s Chris Riley, Partner, Head of Global Equity Manager Research discuss trends in factor investing, their manager due diligence process and what it takes to get approved by their firms.