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Investment Metrics @InvestMetrics

Global leading provider of investment analytics, reporting, and data for the institutional investment community.

Joined June 2010
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  • Following 956
  • Followers 5,236
463 Photos and videos
The number of employees contributing to their 403(b) plans hit a record high of 79.9% last year, according to a survey released by the @PSCA401. ➡️ pionline.com/defined-contrib… #investmentmanagement #plansponsor #403b #retirement #definedcontribution @pensionsnews
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#AssetManagers hold an optimistic outlook for #emergingmarkets and #thematicinvestments in technology and pharmaceutical stocks in 2024, revealed Universal Investment's annual survey. funds-europe.com/news/promis… #investmentmanagement #emergingmarkets #2024outlook @fundseurope
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What's in store for Europe's #equities investment landscape in 2024? From digitalization and sustainability, experts from several well-known #investmentmanagers make their predictions. funds-europe.com/news/equiti… #assetmanagement #Europe #investmentmanagement @fundseurope
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70% of #institutionalinvestors plan to increase their allocations to actively managed #fixedincome strategies over the next 24 mos. to take advantage of higher #interestrates, per a recent report by @cerulli_assoc: ➡️ pionline.com/investing/fixed… #investmentmanagement @pensionsnews
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#HedgeFunds as an industry is changing. High-profile retirements, consolidation & investor focus on strategies offering high liquidity & capital efficiency could shift hedge funds' role in portfolios and the market. ai-cio.com/news/hedge-fund-i… #investmentmanagement @ChiefInvOfficer

Hedge Fund Industry Maturing, Adapting as Investors Rebalance | Chief Investment Officer

Rising rates and volatility favor active management, while high cash rates put pressure on fees as year-end evaluations are made.

ai-cio.com
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As #assetmanagers prepare to launch tokenized versions of their funds, key challenges, such as a lack of industry collaboration and regulation, remain as hurdles, according to a recent @InvAssoc survey. investmentweek.co.uk/news/41… #investmentmanagement #tokenization @InvestmentWeek

Challenges loom for asset managers embracing tokenisation

29% plan to launch in coming years

investmentweek.co.uk
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Investors want stronger reporting standards amid #greenwashing concerns. The @PwC 2023 #GlobalInvestor Survey says 94% believe corporate reporting on #sustainability performance contains unsupported claims: institutionalassetmanager.co… #ESG #investmentmanagement @InsAssetManager
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Are corporate #DBplans making a comeback? As IBM reopens its #pensionplan still on their books, others may follow to help workers with #guaranteedincome in #retirement. pionline.com/pension-funds/r… #assetmanagement #retirement #definedbenefitplan #DBplan #pensionplan #corporateDB

Is renewed interest in DB plans real, or just a pipe dream?

There’s an opportunity for employers to reopen DB plans, but help from Washington is key, experts say.

pionline.com
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78% of US private-sector #plansponsors said their long-term objective is something other than #pensionplan termination, according to @Aon_plc's recent US Global #PensionRisk Surveys. pionline.com/pension-funds/a… #investmentmanagement #corporatepension @pensionsnews

Aon: Almost 80% of corporations expect to keep pension plans

Almost 80% of U.S. corporate plan sponsors expect to keep their pension plan for the long term, an Aon survey found.

pionline.com
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US #inflation fell to an annualized rate of 3.2% in October, below expectations of 3.3%, according to the Bureau of Labor Statistics on Nov. 14th, signaling the "prospect of a #softlanding ever more likely." investmentweek.co.uk/news/41… #investmentmanagement @InvestmentWeek

Markets begin pricing summer rate cuts as US inflation eases to 3.2% in October

Prices unchanged throughout the month

investmentweek.co.uk
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The @CFAinstitute has published new definitions for #sustainablefinance terms to standardize terminology & enable #institutionalinvestors, regulators & participants to precisely communicate #ESGinvesting & #responsibleinvesting. rpc.cfainstitute.org/-/media… #ESG #assetmanagement
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College & university #endowments had single-digit positive returns for the fiscal year ended June 30 due to #privatemarkets dragging down the performance of some of the largest endowments while #publicequities recovered. pionline.com/endowments-and-… #assettmanagement @pensionsnews

Alts hamper endowments' fiscal returns

Institutions eke out single-digit returns, thanks to a bit of help from public equities.

pionline.com
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Nearly 75% of #institutionalinvestors will increase their allocations to #privatedebt & #structuredcredit in the next year in response to challenging economic conditions, per @AeonInvestments research. funds-europe.com/news/resear… #assetmanagement #assetallocation @fundseurope
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Understand how asset owners and consultants view your fund. Differentiate your strategy from your competitors with a complimentary analysis. Sign up today- bit.ly/3sgYZuE
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Equity markets sold off triggered by a rapid rise in bond yields. Our Q3 2023 Plan Universe Allocation & Return Analysis Snapshot uncovers the impact on Plan Sponsor returns. bit.ly/3Q2vq7Y #planuniverse #assetallocation #definedbenefits #plansponsors
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In @pgim Investments' latest study of 210 #assetallocators with AUM of $1B or more, #fixedincome was the most popular asset class with 58% expecting to increase investment in fixed income. investmentweek.co.uk/news/41… #assetmanagement @InvestmentWeek

Fixed income surges in popularity among asset allocators

PGIM Investments survey

investmentweek.co.uk
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NorAm #assetmanagers were hit hard by 2022’s #marketvolatility, losing 14.2% of their total AUM in just a year. The decline was mainly spurred by a decline in the #globalmarkets driven by #inflation and higher #interestrates. institutionalinvestor.com/ar… #investmentmanagement @iimag

Amid Market Turmoil, Asset Managers See Assets Fall by Trillions

North American asset managers were hit hard by 2022’s volatility, losing 14.2 percent of their total assets under management in just a year.WTW, which assesses the state of the asset management...

institutionalinvestor.com
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Click for the full video where we unpack what happened in the marketing in Q3 bit.ly/400WQzP #FactorPerformance #FactorInvesting
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The Investment Metrics All Defined Benefit Plan Sponsor Universe posted a median net return of -2.9% for the third quarter. Click to see details. bit.ly/3Q2vq7Y #planuniverse #assetallocation #definedbenefits #plansponsors
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Will public-sector #definedbenefitplans face a similar fate as corporate #DBplans? @EquableInst's State of Pensions 2023 says a standard #pensionfund has only a 50% chance to earn 5.6% over the next 10 yrs or 6.3% in the next 20. pionline.com/pension-funds/l… #pensions @pensionsnews

Long live public pension funds!

U.S. public pension plans should continue to muddle through and avoid the fate of corporate pension plans, experts say.

pionline.com
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