by ivm_wpadmin | Oct 15, 2021
It is clear that over the last couple of years, asset manager fees have been down but with a wide range of disparity depending on firm size and investment types. At the same time, we saw a Growth-Value rotation earlier this year as equity outflows continue. All...
by ivm_wpadmin | Aug 26, 2021
by ivm_wpadmin | Jul 20, 2021
Aberdeen Standard’s Justin Jones, Senior Investment Manager, and Pictet Wealth Management’s Yannick Bigeard, Head of Portfolio Structuring, recently joined our Head of Research, Damian Handzy, on a webinar to discuss how they use factor analysis to strengthen...
by ivm_wpadmin | Jun 24, 2021
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...
by ivm_wpadmin | May 25, 2021
The challenge of understanding list vs. actual fees in active management. What asset managers actually charge for mandates varies from list rates. One main reason for the disparity is timing. Actively managed fees have been declining for years. Asset manager list...