Our Company

Data Analytics Insight

Data. Analytics. Insight.

We are the leading provider of investment performance analytics and reporting solutions for the global institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global financial institutions.

Our solutions are powered by Investment Metrics’ unprecedented global database of traditional and alternative strategies which enable the world’s leading investment professions to analyze and report on over $10 trillion of assets under advisement with accuracy and efficiency.

By leveraging our unique insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we power the global institutional investment community to make more informed, data-driven investment decisions.

Our Mission

Our Mission

We harness the deep domain expertise of our people to provide unique technology and data solutions which enable our clients to fulfill their fiduciary responsibilities.

Our History

Our Clients Include

75% of the Top 20 Institutional Investment Consultants
55% of the Top 100 Institutional Investment Consultants
Leading Banks, Asset Managers, Asset Owners & Plan Sponsors

Our Leadership

 

Bill Smith

Chief Financial Officer

Bill joined Investment Metrics in June 2018. As CFO, Bill is primarily responsible for the financial management of Investment Metrics.

Bill is a seasoned financial executive with more than 25 years of broad financial experience including global corporate finance, capital markets, mergers & acquisitions and investor relations. Bill brings a wealth of experience to IM, having held senior financial positions at SaaS and Enterprise software companies such as Novell, KAYAK, Antenna Software and most recently, Booker Software.

Bill has a Bachelor of Arts degree from Dartmouth College and a Master of Business Administration from The Wharton School at the University of Pennsylvania.

 

Sanjoy Chatterjee

Chief Strategy Officer

Sanjoy is the Founder of Investment Metrics, LLC and has been at the helm of Investment Metrics since its inception. He is responsible for overall product & business strategy with a laser focus on meeting client needs since inception of the firm. His passion and vast domain expertise in investment analytics, workflow optimization and data mining drives innovation at Investment Metrics to provide pragmatic solutions for their clients.

Sanjoy has 25+ years of experience working in the institutional investment market segment. Sanjoy holds an MBA in Finance from Pace University, New York and a Bachelor of Engineering in Electronics from India.

 

Hope Strout

Executive Director, Head of Sales

Hope joined Investment Metrics from InvestorForce as part of the acquisition from MSCI. Hope joined InvestorForce in January of 2000. She is responsible for the sales of all Investment Metrics products along with the management of the sales and relationship management teams. In her tenure at InvestorForce, she played key roles in business development, product development and client service.

Hope has over 20 years of institutional investment sales experience and holds a BA degree in Economics from the University of Massachusetts, Amherst.

 

Mark Bell

Chief Marketing Officer

Mark joined Investment Metrics in March 2018 as Chief Marketing Officer where he is responsible for all marketing operations. Prior to joining, Mark held senior marketing positions at high-growth technology companies including Real Capital Analytics, eVestment, PerTrac and Bureau van Dijk. He graduated from the University of Surrey with a BSC in Marketing and Law.

 

Blake McLaughlin

Head of Product Management

Blake joined InvestorForce in 2008 as Head of Product Management. He is responsible for developing and executing overall product strategies and overseeing the product management team. Blake 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.

 

Tony Ruggeri

Head of Technology

Tony joined InvestorForce in September 1999 and has served as Chief Technology Officer since July 2005. Tony manages InvestorForce’s technology strategy and execution, including the overall quarterly roadmap planning and release process, as well as high-level architecture and system design. His team is responsible for systems analysis, software engineering, quality assurance, database management, technical infrastructure, and level 2 support. He graduated from Princeton University with an AB in Molecular Biology.

 

Rahul Pitre

Chief Technology Officer

Rahul directs strategic technology vision at Investment Metrics. He is responsible for the company’s product roadmap and all its software delivery. He holds a master’s degree in business administration from India and a master’s degree in software engineering from FloridaTech. Rahul has been with Investment Metrics since 1999.

 

Casey Bartlomiejus

Head of Data Operations

Casey joined InvestorForce in 2007 as a data operations analyst. As the head of Data Operations, Casey oversees all aspects of data utilized by the wide array of InvestorForce products, leveraging his 15+ years of operational experience in financial services. Casey graduated from the University of Scranton.

 

Tiziana R. White

Director of Client Service

Tiziana (Tizzy) is the head of the PARis client support team. She supports product development initiatives with specific responsibilities for user training and end-user support of the PARis application.

Tizzy began with RogersCasey in 1998 as a member of the firm’s research database group and investment consulting teams focused on plan reporting, data integration and client service. When CRA purchased RogersCasey in 2003 she worked on transitioning the CRA clients from their systems to the Paris system. Then in 2005 Tizzy joined Sanjoy’s team as the client support associate for the PARis product.

Prior to 1998, Tizzy was a research and trading assistant at McGlone Co. in Westport, CT. Prior to that, she was employed at Peckland Associates, LP, in Greenwich, CT, as a portfolio management assistant, and Smith Barney Inc. as a client services assistant.

Tizzy holds a B.S. degree in Management from the University of Rhode Island.