New capabilities and expanded data set a new standard for institutional management fee analysis.
Investment Metrics was recently selected as a Top 10 Analytics Solution Provider – 2019 by CIO Applications Magazine. The featured article sets focus on our newest product, Fee Analyzer, and how it’s changing the game in the institutional investment market.
The Investment Metrics' Fee Analyzer tool provides post-negotiated fee data sourced and aggregated from live institutional portfolios housed on the IM performance reporting platform, used by leading institutional asset allocators.
Asset managers are struggling to find the right balance on fees as institutional investors ask for concessions, leading some firms to form pricing committees or hire dedicated staff. Investment Metrics is one company leading the way to meet the needs of those wanting real-time fees data companies.
Asset managers are grappling with ways to simplify the process of reporting information to an array of databases and institutional investor requests for proposals (RFPs). But compliance fears still have some firms holding back from tapping into technology to automate the process.
Investment Metrics and Jackson Analytics have formed a strategic partnership to help streamline the asset manager data collection process and reduce the time spent updating data in the Investment Metrics Global Database, the firms announced today.
In the 10-year period ended June 30, stocks have generated annualized returns of 14.7% as represented by the S&P 500, while an elegantly simple blended index of 60% stocks and 40% bonds returned 10.6%. At the same time, according to the Investment Metrics database of public pensions, the median municipal plan produced an annualized return of 9.2%, while the Credit Suisse index of 9,000 hedge funds returned 5%.
The median U.S. public pension returned 6.2% in the fiscal year ending in June 30 after paying fees to investment managers, according to Norwalk, Connecticut-based Investment Metrics, which provides analytics to institutional investors. Pensions assume a median annual investment return of 7.3% to cover promised benefits.
Established in 2010, Investment Metrics is a leading provider of investment performance analytics and reporting solutions for the global institutional investment community. The company provides comprehensive, tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global banks and financial institutions. Investment professionals from all over the world trust Investment Metrics' platform to analyze and report on over $10 trillion of assets under advisement with accuracy and efficiency.
Efficient investment management requires tools that assist with the appropriate analytics and reporting that drives vital investment decision-making. Ranked among Top 10 Portfolio Analytics Solution Providers by Capital Markets CIO Outlook, Investment Metrics has emerged as a renowned enterprise, and its team insist on keeping pace with the latest technological trends as part of its plans to expand its horizons.
For institutional investment management, Resurgens Technology Partners acquired InvestorForce in 2018 from MSCI and merged it with its portfolio company InvestmentMetrics, Pedone noted. The combined company has a sizable customer base representing over $10 trillion in combined assets under management.