INSIGHTS FOR SUCCESS

We help institutional investors and advisors achieve better financial outcomes with clear investment insights.

FIRESIDE CHAT WITH RICHARD BEST, DIRECTOR, DIVISION OF EXAMINATIONS, SEC

Join us on November 2, 2022 for a webinar featuring Richard Best, who will be joined by Peter Driscoll, Partner, PwC, and Kristin Snyder, Partner, Debevois & Plimpton.

YOUR SOURCE FOR PORTFOLIO ANALYSIS, REPORTING AND DATA

Asset Owners

Gain insights to proactively manage your institutional asset pools and provide fiduciary oversight.

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Investment Consultants

Streamline portfolio analysis with straight-through reporting to augment fiduciary responsibilities.

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Asset Managers

Gain exposures to new opportunities and differentiate your investment strategies to grow assets.

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Wealth Managers

Win and retain more business with the in-depth portfolio analysis that ultra-high net worth clients expect.

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TRUSTED BY INSTITUTIONAL INVESTORS AND ADVISORS WORLDWIDE

25+

years of expertise in institutional investment technology

80%

of the top 20 investment consultants rely on us

50

of the top 100 asset managers use our data and analytics

$14T+

in assets under advisement are processed on our platform

REPORT

Q2 Plan Universe Allocation & Return Analysis

Defined Benefits plans have had a tough start to 2022. Access this timely Q2 data so you can make the right allocation decisions in the months ahead.

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INFOGRAPHIC

Factor performance in the equity market cycle. See which factors outperform when. >>>

WHITE PAPER

Factor Investing Primer: A guide to what factor investing is and how it works. >>>

ARTICLE

Large Plans Benefit from Illiquid Investments. >>>

REPORT

August 2022 Factor Performance Analysis

REPORT
REPORT

Q2 U.S Small Cap Fee Analysis

REPORT

Strong Greenback and Factor Performance

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EXPLORE OUR SOLUTIONS FOR CLEAR INVESTMENT INSIGHTS

Portfolio
Analytics and
Reporting

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Style Factor
and ESG
Analysis

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Competitor
and Peer
Analysis

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Market
and Manager
Research

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Insights for success

Talk to us. See why top investment consultants, asset managers and asset owners rely on our market-leading data, analytics and reporting solutions.

Investment Metrics, a Confluence Company, is a global leading provider of investment analytics, reporting, data and research solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
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