Reports
Q1 2023 Plan Universe Allocation & Return Analysis
Lingering inflation and ongoing talks over the debt limit are still in play, which may impact defined benefit plans, endowments & foundations, and high net worth plans.
April 2023 Factor Performance Analysis
The April factor performance data is in and Quality, Yield and Dividend Growth stocks outperformed.
Q1 Preliminary Plan Universe Performance
Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 4.47% for the first quarter of 2023.
March 2023 Factor Performance Analysis
Our latest report examines factor performance data from Style Analytics, a part of Confluence.
Investment Metrics Institutional Net Flows Report Insights
Investment Metrics, a Confluence company, reviewed the 2022 institutional net flows report to highlight some important developments.
February 2023 Factor Performance Analysis
A year after the Federal Reserve officially began raising rates at record pace, inflation still persists worldwide. While we saw a strong January, equities slid last month as the Fed announced rate increases would be higher than anticipated.
Female Portfolio Managers Underrepresentation Continues at Asset Managers Even Though Some Drew Significant Inflows During Tough 2022
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
Q4 2022 Fee Analyzer Report
While active managers underperformed in 2022’s down market, some managers did yield positive returns over the past three years.
Q4 2022 Plan Universe Allocation & Return Analysis
Defined benefit plan performance ended 2022 favorably, with a Q4 median return of 5.18%—finally breaking its negative performance streak from the past three quarters.
January 2023 Factor Performance Analysis
Equities rebounded worldwide in January, with investor behavior showing signs of optimism surrounding falling inflation. Indices around the world were up, natural gas and oil prices fell and even Bitcoin spiked after six months of losses.
Don’t Take Value at Face Value
Most professionals evaluate portfolios using factors. But making selections based on a single factor does not tell the full story.
Liquidity Shortfalls and Record-High Market Volatility Call for More Stringent Stress Testing, Monitoring and Reporting
The current market environment is now driving regulators to further increase emphasis on liquidity reporting and stress testing across the industry, is your firm ready?