Competitor and Peer Analysis

In today’s highly competitive market, understanding and communicating how you truly differentiate is key to success. Discover your edge with performance benchmarking, peer comparisons and competitive insights.

Explore our products

PEER INSIGHTS™

Compare any fund’s factor exposures to any peer group of your choice

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PLAN UNIVERSE

Benchmark asset allocation, performance and risk against peer groups

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FEE ANALYZER

Negotiate with confidence when you know the actual manager fees paid

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MANAGER RESEARCH

Simplify due diligence and find the right manager for your mandate

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NEW INSIGHTS ADD VALUE TO INVESTMENT BENCHMARKING

REPORT

See how institutional investment plans performed in our Q2 Plan Universe Allocation & Return Analysis.

VIDEO

Hear the three key differentiators that made our Style Analytics solution the right fit for Vontobel.

WHITE PAPER

Uncover the benefits of fee transparency and how to achieve efficient pricing alignment.

PEER COMPARISONS LEAD TO BETTER PORTFOLIO ANALYSIS AND OUTCOMES

Asset
Owners

Benchmark performance, asset allocation and risk against your real peers for meaningful insights and validation.

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Investment Consultants

Understand the drivers of performance and inform your investment decisions with peer benchmarking.

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Asset
Managers

See how your fees and performance stack up against the competition across investment styles.

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Wealth
Managers

Access pre-calculated factor exposures so you can find the right managers and meet your client’s investment objectives.

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4,000+

tax-exempt plans in our Plan Universe, representing $4 trillion+ in assets

28,000+

funds with pre-calculated factor exposures

80%

of the top 20 investment consultants rely on our Plan Universe

Demo our market-leading competitor and peer analysis solutions.

If you have a question or need more info, we would be delighted to speak with you.

Investment Metrics 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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