About Investment Metrics

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

FEATURED NEWS

Confluence, backed by Clearlake Capital and TA Associates, has acquired Investment Metrics.

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Our organization started as an internal product development team within Rogerscasey, a large independent institutional investment consultant.

Today, Investment Metrics, a Confluence Company, is a global leading provider of portfolio analytics, reporting and data that helps institutional investors and advisors achieve better financial outcomes, grow assets and retain clients. Our solutions drive clear investment insights across 20K+ institutional asset pools, 28K+ funds, and 900K+ portfolios representing $14T+ in AUA.

We provide analytics, reporting and data that fuels the industry, so:

Asset Owners can provide fiduciary oversight >>>

Investment Consultants can streamline analysis and satisfy clients >>>

Asset Managers can win new mandates and differentiate their value >>>

Wealth Managers can attract and retain ultra-high net worth clients >>>

DELIVERING VALUE FOR OVER TWO DECADES

1998

Our first analytics
and reporting
solution deployed
at Rogerscasey

2010

Investment
Metrics becomes
an independent
firm

2013

Investment
Metrics acquires
InterSec
Research

2017

Strategic equity partnership
with Resurgens Technology
Partners and HarbourVest
Partners

2018

Investment
Metrics
acquires
InvestorForce

2020

Investment
Metrics
acquires Style
Analytics

2021

Confluence
acquires
Investment
Metrics

DELIVERING VALUE FOR OVER TWO DECADES

1998

Our first analytics and reporting solution deployed at Rogerscasey

2010

Investment Metrics becomes an independent firm

2013

Investment Metrics acquires InterSec Research

2017

Strategic equity partnership with Resurgens Technology Partners
and HarbourVest Partners

2018

Investment Metrics acquires InvestorForce

2020

Investment Metrics acquires Style Analytics

2021

Confluence acquires Investment Metrics

DELIVERING VALUE FOR OVER TWO DECADES

1998

Our first analytics and reporting solution deployed at Rogerscasey

2010

Investment Metrics becomes an independent firm

2013

Investment Metrics acquires
InterSec Research

2017

Strategic equity partnership with Resurgens Technology Partners and HarbourVest Partners

2018

Investment Metrics acquires InvestorForce

2020

Investment Metrics acquires
Style Analytics

2021

Confluence acquires
Investment Metrics

ESG Investing Awards 2022 finalist for Best ESG Fintech

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

OUR LEADERSHIP

Sanjoy founded the company and has been part of the senior leadership since its inception.

Sanjoy Chatterjee

Chief Strategy Officer

Responsible for overall product and business strategy, Sanjoy is focused on delivering solutions that meet diverse client needs. With 25+ years of experience in FinTech with a wide range of expertise in institutional investment analytics, workflow optimization and data mining, his passion is to create pragmatic enterprise solutions that drive innovation at Investment Metrics. He was previously CTO of RogersCasey Inc. for 4 years prior to founding Investment Metrics in 2010.

Sanjoy holds an MBA in Finance from Pace University, New York and a Bachelor of Engineering in Electronics degree from India.

Don has a proven track record developing product and business plans that drive results.

Don Henderson

Chief Technology Officer

Prior to joining Investment Metrics in 2019, Don was Senior Vice President of Product, R&D and IT for IPC, where he was responsible for delivering the product strategy and the overall product roadmap for the company. Prior to IPC, he was an executive for the publicly reported NYSE Technologies business, a division of NYSE Euronext, where he focused on strategic planning for the newest business segment through global expansion, new product development, acquisitions, and partnerships.

Don earned his Bachelor of Arts degree in Economics from Rutgers University.

Isabella has led marketing targeting the financial services industry for 25+ years.

Isabella Mark

VP, Head of Marketing

Isabella joined Investment Metrics in 2020 and is responsible for the strategic planning and execution of end-to-end marketing. Previously, she was VP, Head of Marketing at Broadridge, leading the global technology and operations business. She has also held executive leadership roles in sales and product management at firms such as IBM, Unisys and Dun & Bradstreet.

Isabella earned her Bachelor of Science degree from New York University and attended the Securities Industry Institute Executive Program at the Wharton School.

Blake is responsible for developing and executing overall product strategies.

Blake McLaughlin

Head of Product Management

Blake joined Investment Metrics in 2018 after the company acquired InvestorForce, where he had been Head of Product Management since 2008. He has over 30 years of experience in software product development, product management and marketing, as well as significant experience in consulting services and solution delivery.

Phillipa builds trust and relationships to retain customers and accelerate business growth.

Phillipa McLune

Global Head of Client Success

Phillipa joined Investment Metrics in January 2021 with the acquisition of Style Analytics and has over 25 years’ experience delivering SaaS & Enterprise technology solutions to Financial Institutions. She previously worked for Datastream, FactSet and several ‘start-up’ fintech firms where she managed cross functional teams spanning Sales, Global Accounts, Relationship Management and Client Success.

James leads sales and account management for EMEA and APAC.

James Rees

Head of Sales, EMEA & APAC

James joined Investment Metrics in January 2021 with the acquisition of Style Analytics. He has over 12 years’ experience in financial services, previously working at RIMES Technologies as a senior member of the sales team. He also spent six years at StatPro where he was responsible for business development and account management, focusing on front and middle office solutions.

James holds a first-class degree in Biochemistry.

.

Rob’s extensive industry experience spans from performance analytics to consulting and technology.

Rob Norcross

Director, Reporting Products

Rob joined Investment Metrics in August 2020 as Director, Reporting Products. He is responsible for developing and executing product strategies for our Portfolio Analytics and Reporting product line and works cross-functionally with data services and data products. He also oversees the implementation services team which onboards new clients and works on various large company wide projects.

Rob received his Bachelor of Science degree from Quinnipiac University and completed both an MBA and MS in Information Technology from Bentley University.

Alex contributes style factor research experience with a focus on client relationships to our research team.

Alex Lustig

Client Success Manager

Alex Lustig is a Client Success Manager at Investment Metrics working on the research team. He joined when Investment Metrics acquired Style Analytics in 2021, where he focused on client relationships and style factor research. Alex holds an undergraduate degree in Economics from Boston University.

Alex contributes style factor research experience with a focus on client relationships to our research team.

Stephen Reid

Client Success Manager

Stephen Reid is a Client Success Manager at Investment Metrics who contributes to the research team. He joined when Investment Metrics acquired Style Analytics in 2021, where he focused on developing client relationships. He is a trusted partner and client advocate responsible for a broad range of tasks aimed at maximizing client satisfaction from product and service utilization, managing the renewals process and reducing attrition.

He previously worked at Loomis, Sayles & Company for 12 years where he served as a client facing contact for their large institutional relationships, supporting excellent end-to-end client service, while ensuring smooth investment and operational efficiency. He earned a BA from the College of the Holy Cross.

NEWS

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CAREERS

Explore career opportunities to join the industry-leading team

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LOCATIONS

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.
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