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Aug 2, 2021

Showing performance advantages through active tax management strategies

Investment in US exchange-traded funds (ETFs) broke new records in 2020, with inflows exceeding $500 billion for the first time and topping the previous year’s record by 55%. Last year’s advance capped more than a decade of steady growth for passive mutual funds and ETFs, many built to track indices. Much of that growth came at the expense of actively managed mutual funds, which saw outflows virtually equivalent to passive fund inflows over the same period.

Jun 24, 2020

Performance measurement for private equities

Recent volatility in markets worldwide is a timely reminder of the benefits of diversification in an investment portfolio.  Since 2000, investment in private equity (PE) has significantly increased and provided investors greater diversification across growth assets. Over this time, private equity’s net asset value rose more than sevenfold globally, and PE-backed companies more than doubled to over 8,000 just in the USA, while the total number of publicly owned companies saw a modest decline. The increased usage of PE as an asset class across pension schemes, sovereign funds and wealth investors has created a need to provide analysis that accurately captures the investment performance of both the general and limited partners, across which fund expenses and distributions are allocated.

May 27, 2020

The added value of investment analysis — especially in times of market volatility

Investment performance teams require a comprehensive and highly customizable performance and attribution solution to provide informed analysis to their investment managers. Right now, investment analysts are poring over recent market activity and comparing the results to ex-ante (forecast) risk models employed to predict likely outcomes during extreme events. To conduct this analysis, accurate, detailed and meaningful ex-post (actual) performance and risk results are critical.

Mar 9, 2020

ESG performance analysis: supporting sustainable investing

According to a recent study, 80% of the world’s 500 largest asset managers report greater client interest in sustainable investing. These firms also saw environmental, social and governance (ESG) investment mandates increase by more than 20% in 2018.

Oct 23, 2019

GIPS® 2020: what you need to know

Investment managers and asset owners are preparing for updated Global Investment Performance Standards (GIPS®). These are the voluntary (yet widely used) principles that guide how to calculate and present investment performance results.

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