Global Factor and ESG exposure analyses add even greater insight in portfolio analytics and reporting.
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.
A turbulent start to 2020 proved detrimental to many defined benefit plans, causing managers to adjust asset allocations throughout the year. View this on-demand webinar for a look at defined benefit plan performance and structure changes through 2020.
The public equity market saw a 20% drawdown in early 2020, but the median level of asset managers outperformed, which led to greater inflows as the year went on. This on-demand webinar reviews the active manager performance in 2020.
At the close of Q3, the equity performance difference between growth and value reached 42.5%. Discover the drivers behind this performance difference in our upcoming webinar where we will examine the style performance differences across U.S., global and non-US equity, active value manager style drift, and the benefits of style diversification for equity portfolios.
In this on-demand webinar, our experts examine current institutional plan allocations and recent shifts by plan type. Find out the risk and performance impacts of those allocation shifts on Endowment and Foundation plans. Plus, see a live demonstration of Plan Universe, the interactive peer benchmarking tool for uncovering analytical trends.
The market turmoil of this year has left investors scrambling to account for all risks in their portfolio – and many are incorporating ESG analysis into their consideration. Join members of the Investment Metrics Research Team in this on-demand webinar to gain a first-look at the impact ESG had on Q3 asset flows.
See how robust data and benchmarking tools now enable asset managers, investment consultants and asset owners to pinpoint the right fee based on mandate size, plan type and more. This timely webinar covers transparency into the actual manager fees paid, transformative benchmarking technology, and best practices that can help you win more mandates. Experts will share the latest insights, including a live demonstration of Fee Analyzer.
The public equity and REIT market volatility at the end of the first quarter of 2020 into the second quarter had many institutional investors adjusting their portfolios asset allocations. Join us to review information from our quarterly flows report that highlights active manager net flow activity as well as plan allocation changes.
The abrupt fall in the markets in the first quarter of this year, down 20%, had investors scrambling to see how their portfolios were holding up. As quickly as the markets fell, they have bounced back in a big way in the second quarter. Many institutional investors adjusted their asset allocations in the depths of the crisis. Join our upcoming webinar to see where those assets have gone. We will be reviewing the assets gained data provided to the Investment Metrics database by asset managers.