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

While active managers underperformed in 2022’s down market, some managers did yield positive returns over the past three years.

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.

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.

Most professionals evaluate portfolios using factors. But making selections based on a single factor does not tell the full story.

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?

Becoming GIPS compliant can help firms simplify compliance with other current and future rules, gain more trust from prospects and clients, and maximize marketing and sales efforts.

In a matter of weeks, investment advisers must comply with the SEC’s new Marketing Rule, a detailed, 430-page release centered around requirements to avoid untrue, unsubstantiated, or misleading statements, and to require fair and balanced presentation material.

ESG investing is still evolving and will continue to do so for years to come. As part of that evolution, ESG frameworks are emerging to standardize the reporting and disclosure of ESG metrics across as many as 140 jurisdictions around the world, with the EU’s Sustainable Finance Action Plan (SFAP) leading the way.

Download our latest whitepaper to learn about key challenges of PRIIPs KID, best practices and end-to-end capabilities needed to meet the requirements.

Rule 22e-4 is specifically aimed at quantifying liquidity risk in most mutual fund and ETF portfolios – particularly, the risk of a fund being unable to meet redemption requests without significant impact on its remaining investors. The regulation comes with a host of challenges leaving fund managers looking for an efficient, scalable solution.

While building composites is common among institutional asset managers, private wealth managers have not adopted them to the same degree – but a shift is already underway, and this will continue to change as wealth managers face renewed scrutiny.