by ivm_wpadmin | Apr 13, 2021
Factor analysis is core to the manager approval process. We recently sat down with two of the biggest names in investment consulting and manager research, Aon’s Chris Riley and Morgan Stanley Wealth Management’s Michael Jabara, to talk about...
by ivm_wpadmin | Apr 12, 2021
by ivm_wpadmin | Apr 8, 2021
Which equity portfolios stand out as elite? We dove into the Investment Metrics Global Database to compare portfolios within different Large/All-Cap Equity Universes to find out. Key considerations for this small group of asset managers (3-5 portfolios) included:...
by ivm_wpadmin | Apr 6, 2021
by ivm_wpadmin | Mar 22, 2021
According to a recent research paper by renowned LA-based asset manager DoubleLine, there’s still plenty of value left in Value investing even after the rally of the past few months. The authors of the piece, portfolio managers Emidio...