Report: March 2023 Factor Performance Analysis

Investors Favor Quality over Volatility Market Background 2023’s first quarter ended on a strong note, continuing the momentum seen in 2022’s final quarter following a bear market. Both Developed and Emerging Markets chipped away at the losses from early 2022,...

Report: February 2023 Factor Performance Analysis

Back to Value (and Momentum) Market Background Equities slid after a particularly strong January. From a factor perspective, investors favored Value stocks although Quality outperformed as well in many regions. A year after the Federal Reserve officially began raising...

Report: Q4 2022 Fee Analyzer

Active Management Fees in Public Equity Stabilize Executive Summary Investment Metrics, a Confluence Company’s Fee Analyzer is the industry’s leading source of post-negotiated manager fees. Fee Analyzer is an interactive tool used to benchmark 65 investment styles....