Investment Metrics
HQ Address
800 Connecticut Avenue, 5th Floor, Norwalk, CT 06854, United States
Website Address
Business introduction
Your source for portfolio analysis, reporting and data
We help institutional investors and advisors achieve better financial outcomes with clear investment insights
Our organization started as an internal product development team within Rogerscasey, a large independent institutional investment consultant.
Today, Investment Metrics, a Confluence Company, is a global leading provider of portfolio analytics, reporting and data that helps institutional investors and advisors achieve better financial outcomes, grow assets and retain clients. Our solutions drive clear investment insights across 20K+ institutional asset pools, 28K+ funds, and 900K+ portfolios representing $14T+ in AUA.
Investment Metrics Solutions
ESG Analytics
ESG analysis at the portfolio, sector, region and security level Uncover deeper insights with ESG Analytics, part of the Style Analytics solution. Gain an unprecedented ability to perform peer comparisons, identify ESG risks, ensure guideline compliance and identify unique portfolio characteristics. Partnering with top ESG data providers, our product saves you......
business needs
view solutionFee Analyzer
Gain competitive insight Fee Analyzer is an interactive tool used to benchmark post-negotiated manager fees. It compares actual fees rather than list (or published) fees for different plan types, mandate sizes and asset classes. With Fee Analyzer’s reliable fee data, asset allocators and managers gain competitive insights from benchmarking and evaluating......
business needs
- Financial Markets Research & Analysis
- Investment Platforms & Tools
- Manager Selection, Monitoring & Review
Manager Research
Investment Metrics Global Database A rapidly growing number of asset managers worldwide share their firm profile and product data through the Investment Metrics Global Database, gaining greater exposure to investment consultants and asset owners. Asset allocators leverage that data to perform robust manager due diligence and uncover relevant investment product and......
business needs
- Financial Markets Research & Analysis
- Investment Platforms & Tools
- Manager Selection, Monitoring & Review
Markets Analyzer
Factors help tell your unique story Markets Analyzer, part of the Style Analytics solution, provides critical market context to the performance of any equity portfolio. With Style Skyline™, you can quickly visualize factor exposures of the equity markets. Our managed service compiles a custom factor analysis monthly report just for you.......
business needs
view solutionPeer Insights™
Analyze competing funds quickly, with confidence Peer Insights™, part of the Style Analytics solution, allows you to instantly compare any fund to any peer group of your choice. We’ve pre-calculated over 28,000 funds’ factor exposures – based on their underlying holdings data – so you can see exactly how a fund......
business needs
- Business Intelligence & Practice Management
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
Plan Universe
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe enables standard and custom peer-group comparisons of performance, risk and asset allocations by plan type and size. The data is sourced directly from active portfolios that consultants and asset owners use. It comprises over 4,000 institutional plans,......
business needs
- Financial Markets Research & Analysis
- Investment Platforms & Tools
- Manager Selection, Monitoring & Review
Portfolio Analytics and Reporting
Dig deeper into the insights that matter Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard......
business needs
view solutionPortfolio Analyzer
Portfolio analytics start with factors Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution and risk. Its intuitive visualizations bring your factor analysis to life through our industry-leading Style Skyline™. Additional modules unpack the “how” and “why” of exposure shifts and simulate......
