INSIGHTS FOR SUCCESS

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

INTRODUCING STYLE ANALYTICS FUND OF FUNDS STUDIO

Our automated fund management tool puts fund of funds analysis at your fingertips.

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

Q3 Plan Universe Allocation & Return Analysis

Find out which allocations are delivering the strongest returns year to date and how plan types are doing when it comes to asset protection.

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INFOGRAPHIC

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

ARTICLE

Active U.S. Emerging Markets Equity Managers Outperform in Q3. >>>

ARTICLE

Active U.S. Mid Cap Managers Outperform in Q3. >>>

REPORT

October 2022 Factor Performance Analysis

WEBINAR

Q3 Fees, Factors & Flows Webinar

REPORT

Q3 2022 Fee Analyzer: Spotlight on Global Equity post negotiated fee trends

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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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