INSIGHTS FOR SUCCESS

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

INTRODUCING DELTAZOOM™

Instantly investigate how market movements, trading decisions and factor changes impact your portfolio.

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

ARTICLE

RISING RATES LIFT VALUE OVER GROWTH – BUT ONLY IF THEY RISE FAST ENOUGH

Find out what investors need to know about the relationship between interest rates and performance for Value and Growth stocks.

CASE STUDY

Learn how our Style Analytics solution helped Vontobel demonstrate the right fund fit and win a mandate. >>>

ARTICLE

Learn how a straight-through reporting solution can revolutionize the institutional investment industry. >>>

VIDEO

Hear how factor analysis technology helps firms like Morgan Stanley and Aon with manager evaluation. >>>

REPORT

Explore the latest factor trends around the world in our Q2 2021 Factor Performance Analysis.

WHITE PAPER

Uncover the benefits of fee transparency and how to achieve efficient pricing alignment.

LIVE DISCUSSION

Learn how Aberdeen Standard and Pictet use factors for portfolio construction, fund and manager research.

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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.