Article: What’s Driving Institutional Asset Allocations?

What asset managers need to know about funds, factors and fees Over the past several quarters, equity markets have experienced a clear rotation from outperformance by Growth stocks to outperformance by Value stocks. Here, we explore the relationships between asset...

Article: Best Practices for Factor Change Analysis

How leading asset managers and investors instantly pinpoint the causes of factor exposure changes In the past nine months, the investment industry has seen one of the biggest rotations in factors in nearly 10 years. Global economies continue to recover from the...