Uncover everything you need to know about today’s allocation drivers so you can make better investment decisions. Our research experts will dive into the relationships between asset allocations, fund performance, post-negotiated fees, factor styles and more.

Investment Metrics is proud to sponsor the 2023 AIMSE Europe Consultants Conference on 23 March in London.

Gain a better understanding of the relationship between allocation drivers to know exactly what moved the markets in Q4.

Uncover everything you need to know about today’s allocation drivers—including the relationships between asset allocations, fund performance, post-negotiated fees, factor styles and more.

Learn what’s new in Examinations and upcoming changes, current exam findings and focus areas, and more in our Fireside Chat with Richard Best, Director, Division of Examinations, SEC.

In December 2020, the SEC approved the new Marketing Rule which is intended to modernize the framework for investment adviser advertising. Learn more about what firms need to know and do to ensure they are compliant following the November 4th, 2022 deadline.

Uncover what drove institutional allocations last quarter. Learn whether fees are going up or down, which factors outperformed and how asset flows were impacted so you can make the right portfolio decisions today.

With the upcoming EU Sustainable Finance Disclosure Regulation (SFDR) and PRIIPs Key Information Documents (KIDs) regulation deadlines fast approaching, it is more important now than ever before that asset managers ensure they are ready to meet the compliance requirements.