Asset Managers
Grow assets by differentiating your value.
Unique competitive insights can help you attract clients and demonstrate why your fund is the right fit.
DATA AND ANALYTICS THAT HELP YOU STAND OUT FROM THE CROWD
- PORTFOLIO ANALYTICS & REPORTING
- STYLE FACTOR & ESG ANALYSIS
- COMPETITOR & PEER ANALYSIS
- MARKET & MANAGER RESEARCH
Differentiate value with factor transparency.Institutional investors rely on factors to assess strategies—and so should you. Our Style Skyline™ shows your portfolio’s exposures across 130+ factors, so you can differentiate your strategy, monitor drifts and tell your unique story.
SPOTLIGHT PRODUCT
Demonstrate how you generate alpha.
Portfolio Analyzer drills down into the factors your clients care about most >>>
Gain a competitive edge.Institutional investors are increasingly using style factors to improve portfolio outcomes and diversification. You need the factor edge to differentiate your funds and communicate with investors.
SPOTLIGHT PRODUCT
Compare your fund to any peer group.
Set yourself apart from your competitors with Peer Insights™ >>>
Promote your value to win new business.Benchmark your fees and performance against the competition—and know where you stand across any style or asset class. Our comprehensive data and analytics can help you win and retain more assets.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
See the right price to win new mandates with Fee Analyzer >>>
Generate exposure among asset allocators.Attract the top consultants and asset owners to your investment strategies and products. Contribute your firm and product data to become part of our market-leading global database.
PORTFOLIO ANALYTICS & REPORTING
Differentiate value with factor transparency.Institutional investors rely on factors to assess strategies—and so should you. Our Style Skyline™ shows your portfolio’s exposures across 130+ factors, so you can differentiate your strategy, monitor drifts and tell your unique story.
SPOTLIGHT PRODUCT
Demonstrate how you generate alpha.
Portfolio Analyzer drills down into the factors your clients care about most >>>
STYLE FACTOR & ESG ANALYSIS
Gain a competitive edge.Institutional investors are increasingly using style factors to improve portfolio outcomes and diversification. You need the factor edge to differentiate your funds and communicate with investors.
SPOTLIGHT PRODUCT
Compare your fund to any peer group.
Set yourself apart from your competitors with Peer Insights™ >>>
COMPETITOR & PEER ANALYSIS
Promote your value to win new business.Benchmark your fees and performance against the competition—and know where you stand across any style or asset class. Our comprehensive data and analytics can help you win and retain more assets.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
See the right price to win new mandates with Fee Analyzer >>>
MARKET & MANAGER RESEARCH
Generate exposure among asset allocators.Attract the top consultants and asset owners to your investment strategies and products. Contribute your firm and product data to become part of our market-leading global database.
ASSET MANAGEMENT FIRMS RELY ON OUR INSIGHTS AND REPORTS

VIDEO
Customer Testimonial: Vontobel wins new clients with Style Analytics

REPORT
Q2 2023 Fee Analyzer

VIDEO
How DeltaZoom identifies causes of factor exposure changes
28,000+
funds with pre-calculated factor exposures
130+
factors to differentiate your investment strategy
50%
of the largest 100 asset managers worldwide are our clients
















Demo our market-leading data, analytics and reporting solutions.
If you have a question or need more info, we would be delighted to speak with you.

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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