Investment Metrics

Global leading provider of investment analytics, reporting, and data for the institutional investment community.

[Investment Metrics @InvestMetrics]

The number of employees contributing to their 403(b) plans hit a record high of 79.9% last year, according to a survey released by the @PSCA401. ➡️ https://t.co/xa4iDGRlD0

#investmentmanagement #plansponsor #403b #retirement #definedcontribution @pensionsnews

[Investment Metrics @InvestMetrics]

#AssetManagers hold an optimistic outlook for #emergingmarkets and #thematicinvestments in technology and pharmaceutical stocks in 2024, revealed Universal Investment's annual survey.

https://t.co/zGjrn6Uxpo
#investmentmanagement #emergingmarkets #2024outlook @fundseurope

[Investment Metrics @InvestMetrics]

What's in store for Europe's #equities investment landscape in 2024? From digitalization and sustainability, experts from several well-known #investmentmanagers make their predictions.

https://t.co/Vqua2ohAAU
#assetmanagement #Europe #investmentmanagement @fundseurope

[Investment Metrics @InvestMetrics]

70% of #institutionalinvestors plan to increase their allocations to actively managed #fixedincome strategies over the next 24 mos. to take advantage of higher #interestrates, per a recent report by @cerulli_assoc: ➡️ https://t.co/oTfFkjYvzM

#investmentmanagement @pensionsnews

[Investment Metrics @InvestMetrics]

#HedgeFunds as an industry is changing. High-profile retirements, consolidation & investor focus on strategies offering high liquidity & capital efficiency could shift hedge funds' role in portfolios and the market.

https://t.co/gkTtmxLDG0
#investmentmanagement @ChiefInvOfficer

[Investment Metrics @InvestMetrics]

As #assetmanagers prepare to launch tokenized versions of their funds, key challenges, such as a lack of industry collaboration and regulation, remain as hurdles, according to a recent @InvAssoc survey.

https://t.co/NQGsLua7fU
#investmentmanagement #tokenization @InvestmentWeek

[Investment Metrics @InvestMetrics]

Investors want stronger reporting standards amid #greenwashing concerns. The @PwC 2023 #GlobalInvestor Survey says 94% believe corporate reporting on #sustainability performance contains unsupported claims:
https://t.co/NrAyWs9u0l

#ESG #investmentmanagement @InsAssetManager

[Investment Metrics @InvestMetrics]

Are corporate #DBplans making a comeback? As IBM reopens its #pensionplan still on their books, others may follow to help workers with #guaranteedincome in #retirement.

https://t.co/x8cT6u14pn
#assetmanagement #retirement #definedbenefitplan #DBplan #pensionplan #corporateDB

[Investment Metrics @InvestMetrics]

78% of US private-sector #plansponsors said their long-term objective is something other than #pensionplan termination, according to @Aon_plc's recent US Global #PensionRisk Surveys.

https://t.co/fR7x43yqYl
#investmentmanagement #corporatepension @pensionsnews

[Investment Metrics @InvestMetrics]

US #inflation fell to an annualized rate of 3.2% in October, below expectations of 3.3%, according to the Bureau of Labor Statistics on Nov. 14th, signaling the "prospect of a #softlanding ever more likely."

https://t.co/bC5xU3o47C
#investmentmanagement @InvestmentWeek

[Investment Metrics @InvestMetrics]

The @CFAinstitute has published new definitions for #sustainablefinance terms to standardize terminology & enable #institutionalinvestors, regulators & participants to precisely communicate #ESGinvesting & #responsibleinvesting.

https://t.co/z1uJbRDoO9
#ESG #assetmanagement

[Investment Metrics @InvestMetrics]

College & university #endowments had single-digit positive returns for the fiscal year ended June 30 due to #privatemarkets dragging down the performance of some of the largest endowments while #publicequities recovered.

https://t.co/iJ8r68n0Uq
#assettmanagement @pensionsnews

[Investment Metrics @InvestMetrics]

Nearly 75% of #institutionalinvestors will increase their allocations to #privatedebt & #structuredcredit in the next year in response to challenging economic conditions, per @AeonInvestments research.

https://t.co/7EhgZltHsN
#assetmanagement #assetallocation @fundseurope

[Investment Metrics @InvestMetrics]

Understand how asset owners and consultants view your fund. Differentiate your strategy from your competitors with a complimentary analysis. Sign up today- https://t.co/qfcR6K8SnX

[Investment Metrics @InvestMetrics]

Equity markets sold off triggered by a rapid rise in bond yields. Our Q3 2023 Plan Universe Allocation & Return Analysis Snapshot uncovers the impact on Plan Sponsor returns. https://t.co/r7MyoCcIHR

#planuniverse #assetallocation #definedbenefits #plansponsors

[Investment Metrics @InvestMetrics]

In @pgim Investments' latest study of 210 #assetallocators with AUM of $1B or more, #fixedincome was the most popular asset class with 58% expecting to increase investment in fixed income.

https://t.co/auK1KsoV0f
#assetmanagement @InvestmentWeek

[Investment Metrics @InvestMetrics]

NorAm #assetmanagers were hit hard by 2022’s #marketvolatility, losing 14.2% of their total AUM in just a year. The decline was mainly spurred by a decline in the #globalmarkets driven by #inflation and higher #interestrates.

https://t.co/raz7xjGJqr
#investmentmanagement @iimag

[Investment Metrics @InvestMetrics]

Click for the full video where we unpack what happened in the marketing in Q3
https://t.co/biEKtrnGZS

#FactorPerformance #FactorInvesting

[Investment Metrics @InvestMetrics]

The Investment Metrics All Defined Benefit Plan Sponsor Universe posted a median net return of -2.9% for the third quarter. Click to see details. https://t.co/r7MyoCcaSj
#planuniverse #assetallocation #definedbenefits #plansponsors

[Investment Metrics @InvestMetrics]

Will public-sector #definedbenefitplans face a similar fate as corporate #DBplans?

@EquableInst's State of Pensions 2023 says a standard #pensionfund has only a 50% chance to earn 5.6% over the next 10 yrs or 6.3% in the next 20.

https://t.co/vcZJ7bTDhZ
#pensions @pensionsnews