YOUR SOURCE FOR PORTFOLIO ANALYSIS, REPORTING AND DATA
Asset Owners
Gain insights to proactively manage your institutional asset pools and provide fiduciary oversight.
>>>
Investment Consultants
Streamline portfolio analysis with straight-through reporting to augment fiduciary responsibilities.
>>>
Asset Managers
Gain exposures to new opportunities and differentiate your investment strategies to grow assets.
>>>
Wealth Managers
Win and retain more business with the in-depth portfolio analysis that ultra-high net worth clients expect.
>>>
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 2023 Plan Universe Allocation & Performance Analysis
>>>
INFOGRAPHIC
How Do Factors Perform in the US Equity Market Cycle? >>>
ARTICLE
Active Managers See 18% Increase in Inflows from Institutional Investors in Q1 2023 >>>
REPORT
October 2023 Factor Performance Analysis >>>
USE CASE
Delivering Unique Insights for Fund Research and Portfolio Construction
REPORT
Q2 2023 Fee Analyzer
REPORT
Don’t Take Value at Face Value
Get the latest Investment Metrics insights straight to your inbox
EXPLORE OUR SOLUTIONS FOR CLEAR INVESTMENT INSIGHTS
Portfolio
Analytics and
Reporting
>>>
Style Factor
and ESG
Analysis
>>>
Competitor
and Peer
Analysis
>>>
Market
and Manager
Research
>>>
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.
+1.888.828.9759
