Your investment management and reporting process is unique — but not easy — and cobbling together pieces from off-the-shelf solutions just doesn't cut it. We offer a modular platform that we can configure precisely to your needs. So you get ONE solution that fits your needs — it does what you want, the way you want it to — and simplifies your life.
Our roots are in the investment consulting world. Investment Metrics began as the in-house MIS group of a major investment consulting firm. So we grew up solving most of the everyday problems you face today — all while being mindful of the constraints of budgets and resources.
We became an independent entity in 2010. Since then, we've been offering those solutions to the rest of the investment management world. We never stopped listening to our users for ways we can improve their workflows and maximize their efficiencies.
We don't just simply recognize the fact that every client is unique — we celebrate it. And our solutions are best utilized when we work together with our clients to find the right fit.
That's why when asked what we do, we like to reply: what do you need done?
We believe partnering with the right team is just as important as selecting the right tools. That's why our approach is to provide the "best fit" solution rather than to simply sell you our software.
Investment Metrics plays a critical role in the flow of assets
Develop investment policy
Optimize asset allocation & beta policy
Conduct manager research & selection
Performance results & investment metrics
Make informed decisions using risk & return attribution
Deliver comprehensive asset pool monitoring & customized reporting