• About Us

What We Do

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.

Where We Came From

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?

What We Provide

Who We Serve

Investment Metrics plays a critical role in the flow of assets

Asset Allocators

Investment Consultants
Wealth Managers
Asset Owners
Asset Allocators select asset managers for capital allocation
Asset Managers contribute data to EQuest for better visibility and attract investment dollars

Institutional Asset Mangers

Money Managers

Who Uses Our Solutions

How We've Added Value for Our Clients

  • PARis transitions to the .NET platform.
  • Investment Metrics becomes an independent firm.
  • PARis gets a client potal: PRISM debuts.
  • PARis becomes available as a hosted platform.
  • InvestWorks makes its debut on desktops.
  • EQuest is introduced as a data-collection service.