Investment Metrics

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800 Connecticut Avenue, 5th Floor, Norwalk, CT 06854, United States

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Investment performance analytics & reporting solutions

Investment Metrics powers the global institutional investment community by providing performance analytics and reporting solutions fueled by the industry’s leading database

Data. Analytics. Insight. We are the leading provider of investment performance analytics and reporting solutions for the global institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global financial institutions. Our solutions are powered by Investment Metrics’ unprecedented global database of traditional and alternative strategies which enable the world’s leading investment professions to analyze and report on over $10 trillion of assets under advisement with accuracy and efficiency. By leveraging our unique insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we power the global institutional investment community to make more informed, data-driven investment decisions.

Investment Metrics Solutions

Market Intelligence

But analytics is a starting point – our consultants can offer added value through industry knowledge and investment expertise. With our research solution, you get: Industry reviews and insightful reports on market trends and industry developments Identification and quantification of important trends developing in the marketplace Competitive product positioning through comparative peer group......

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Outsourced Portfolio Reporting

You will get full access to our portfolio analytics and reporting platform, as well as: Data migration from your current platform to ours Set up of your plan structures Custom report design with your logos, fonts, colors, and placements We get the plan-level data from your custodian and reconcile it under your supervision and......

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Portfolio Analytics & Reporting

We have 150+ prebuilt report templates as well as the ability to build your own so you can: Produce reports that communicate plan results Consolidate multiple reports Calculate performance from total plan down to composite Quickly generate detailed manager profiles Generate reports on-demand or schedule batch reporting Portfolio Analytics and Reporting...

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Make decisions faster and see important differences across peer groups with precise searches, clear charts, and intuitive reports. Benefit from: Instant peer group rankings across more than 12 statistics Automatic calculations for normal trailing and calendar year time periods On-demand calculations for custom time periods 360° comparisons with 50+ analytical charts Competitive analysis with your......

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