INSIGHTS FOR SUCCESS

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

Q3 PLAN UNIVERSE ANALYSIS

See which plans generated the highest returns in Q3. Uncover the drivers behind Taft-Hartley and E&F plan performance.

ESG INVESTING AWARDS 2022 FINALIST

Investment Metrics named as a finalist for Best ESG Fintech.

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

October 2021 Factor Performance Analysis

Inflation worries, coupled with supply chain challenges, continue to trouble the markets. Yet, factor performance in some regions indicates investor enthusiasm.

Uncover the latest factor trends in this report.

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ANALYSIS

We examined over 300 global equity funds to uncover who consistently outperforms and which managers are best at managing risk. >>>

ARTICLE

Do higher manager fees mean higher returns? We analyzed the relationship between fees and performance to find out. >>>

ARTICLE

Q3 data is in. Find out which asset classes saw the biggest gains, where plans invested and which managers came out ahead. >>>

REPORT

How does ESG investing affect stock performance? Find out in this report.

REPORT

This report profiles six European Climate Funds and one ETF to uncover the truth about Climate Fund investing and exposures.

VIDEO

See how Jason Collins of SEI benefits from using factors to perform manager due diligence.

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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 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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