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 US$14 trillion+ in AUA.
Investment Metrics Solutions
ESG Analytics
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 valuable time aggregating ESG data, exposures and risk of......
business needs
view solutionFee Analyzer
Gain competitive insight Fee Analyzer is an interactive product for asset managers and institutional investors to benchmark and analyze actual post-negotiated fees (rather than published fees) and performance across plans types, asset classes, and investment styles. It includes over 70,000 fee observations across over 65 investment styles and is updated quarterly......
business needs
- Benchmarking & Competitive Intelligence
- Financial Markets Research & Analysis
- Manager Selection, Monitoring & Review
Manager Research
Investment Metrics Global Database Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows......
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 investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors......
business needs
- Benchmarking & Competitive Intelligence
- Data Feeds & Information Sources
- Investment Platforms & Tools
Plan Universe
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons......
business needs
- Financial Markets Research & Analysis
- Investment Platforms & Tools
- Manager Selection, Monitoring & Review
Portfolio Analytics and Reporting
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 for portfolio reporting depth, accuracy and......
business needs
view solutionPortfolio Analyzer
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 rebalancing choices. Uncover your......
