News
In the News: Wealth Professional: Active management fees continue to drop after underwhelming 2022
The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Wealth Professional, which details how post-negotiated fees for active managers decreased in most categories last year…
In the News: Institutional Investor: As Active Funds Struggle to Outperform, Fee Declines Get Worse
The latest Fee Analyzer Report from Investment Metrics, a Confluence Company, is the focus of a new article from Institutional Investor, which provides commentary on the report, details how managers of U.S.
In the News: Defined Benefit Plans Posted Worst Performance Since 2008 Crisis Last Year
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, is the focus of a new article from Plan Sponsor, which offers insight into defined benefit plans’ poor performance in 2022.
In the News: Chief Investment Officer: Largest Corporate Plans Hit Highest Funded Status Since 2007, Despite 2022 Investment Losses
The latest Plan Universe Allocation & Return Analysis report from Investment Metrics, A Confluence company, has been featured in a new article from Chief Investment Officer, which details how large corporate plans increased funded stats despite asset losses.
Investment Metrics’ new Plan Universe report derived from the industry’s largest data set provides key insights about the Institutional Investment landscape
Investment Metrics, a Confluence company, the leading global provider of investment analytics, reporting, data, and research solutions, today released Q4 insights based on its flagship Plan Universe dataset known as Plan Universe Allocation and Return Analysis. The new report provides a snapshot for the institutional asset allocator market segment using data that can benchmark plan performance and asset allocation bets across peers.
In the News: Traders Magazine: Buy Side Firms Urged to Use Liquidity Management Tools
Our latest thought leadership article, Liquidity Shortfalls and Record-High Market Volatility Call for More Stringent Stress Testing, Monitoring and Reporting, was recently covered in an article from Traders Magazine.
In the News: FundFire: Managers Grapple with ‘Pockets’ of Advisor Resistance to ESG
Asset managers are forging ahead with plans to promote environmental, social and governance strategies to advisors, though some industry consultants warn that demand for ESG is cooling in some advisor channels.
In the News: Net Zero Investor: SDR: A regulatory saviour?
In October last year the UK’s Financial Conduct Authority (FCA) proposed a package of measures aimed at clamping down on greenwashing, initially targeted at the retail investor market.
In the News: Money Marketing: Style rotation is chance for value stocks to show their ESG credentials
Damian Handzy, Confluence’s Managing Director, Performance, Risk, and Analytics, is featured in a new article from Money Marketing…