Investment Manager Index™ (IMI™) by S&P Global

Introducing IMI – A forward-looking view on risk outlook and market sentiment of active investment managers on US equities

With the expertise you expect from S&P Global, our Investment Manager Index™ (IMI™) is a survey-based indicator of market sentiment derived from active fund managers at institutional investment firms. IMI is designed to provide insights into what’s driving markets as well as the forward-looking investment appetite and risk outlook for U.S. equities. The monthly survey asks respondents for their subjective view on a range of topics over the next 30 days including:

Market performance and key drivers
Upside and downside risks
Sector outlooks and preferences
Current risk appetite
Return expectations
Forces driving valuations
Topical questions based on current developments and market-moving news

Investment Manager Index benefits all market participants and is used by financial and corporate professionals to better understand where the market is headed and to uncover opportunities. Whether you are a corporate issuer looking at investor appetite or on the buy side or sell-side looking at peer comparisons, the insights from IMI will help shape your perspective.

Learn about our Investment Manager Index™

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Access IMI Reports November 2022: Investors expect lower returns amid macroeconomic environment and monetary policy drags

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Investment Manager Index (IMI) Reports

Methodology and coverage

IMI surveys are compiled and published by S&P Global, combining the survey research and analytics expertise of its Economic Indices PMI team and the buy-side insights and relationships of its Perception Analytics team. IMI data are only published in aggregated form by S&P Global and individual responses are completely confidential. Each monthly report contains headline figures and an analysis of aggregate sentiment.

IMI data feature headline figures that indicate risk appetite and expectations of market performance, as well as detailed findings on the underlying drivers of and risks to investment returns. Monthly IMI survey results are enriched by direct investor commentary gathered via telephone interviews.

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Key benefits of IMI Data

Timely

IMI reports are released monthly, providing forward-looking insights into the forces driving today’s market

Experts

IMI reports are compiled using the survey and data aggregation expertise of S&P Global

Representative

Responses come from the largest asset managers and funds, representing holdings of almost $1 trillion, with ~100 responses monthly

Comprehensive

Insights into risk appetites, expected returns, perception of what is driving valuations, and sector preferences

IMI Enables ...

Corporate Issuers

To understand forward-looking investor sentiment of buyers and holders of their stock.

Buy-side Analysts and Managers

To employ objective, third-party surveys of market sentiment to inform investment decision-making

Sell-side Analysts and Brokers

To draw on knowledge of what is driving investment decisions among large asset managers to inform critical business development conversations.

Risk appetite for next 30 days

Expected US equity market performance in next 30 days

New high in number ‘very risk averse’

Drivers of Returns

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