INSIGHTS FOR SUCCESS

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

WEBINAR: Q1 FEES, FACTORS, AND FLOWS

Uncover what drove institutional allocations, manager fees, and equity factor performance in Q1 2022.

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

Q1 Plan Universe Allocation & Return Analysis

See where plans invested, how their allocations affected returns and how Q1 performance compares to the median over the past few years. 

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REPORT

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 why and how it works. >>>

ARTICLE

Emerging markets equity underperforms in Q1 while active managers outperform. >>>

REPORT

May 2022 Factor Performance Analysis

REPORT

Interest Rates and Equity Factors

REPORT

Favorable Factors During EU Recessions

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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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