Q3 Institutional Plan Allocations Review

Demo of Plan Universe

Investing is all about results. Don’t miss this webinar as we breakdown current institutional plan allocations and explore the trends by plan type.

See how recent shifts in allocation impact risk and performance – with a focus on Endowment and Foundation plans.

This timely webinar will feature a demo of Plan Universe and we’ll show how this interactive peer benchmarking tool allows you to:

  • Compare asset allocations, performance and risk with like peers
  • Spot trends in performance and asset allocations
  • Analyze plan sponsor peer-group performance

Watch today for insights into Q3 institutional plan allocations—and see true peer benchmarking in action.



Brendan Cooper
Brendan is a senior consultant at Investment Metrics, responsible for overseeing the research team. Brendan consults with the money management community on the investing of institutional assets. Living abroad for many years greatly influenced his interest in world affairs and was part of the reason that he studied history and economics. Brendan holds a BA from Boston College and has over 20 years of investment experience.

Dan Kuppersmith
Dan is a business development representative at Investment Metrics. He is responsible for working with the global institutional investment industry to understand the value of our products and services by identifying opportunities to make more informed investment decisions. Dan holds a BA from George Mason University and has over 15 years of investment experience.

Watch this Webinar