Market and Manager Research

Hire the best manager—at the best price. Leverage innovative tools and tap into our exclusive post-negotiated manager fee data and funds’ factor exposure data to help you find the right fit.

Explore our products

MANAGER RESEARCH

Simplify manager due diligence and find the right fit for your mandate

>>>

PEER INSIGHTS™

Identify competing and complementary funds instantly

>>>

FEE ANALYZER

Negotiate with confidence knowing what manager fees are actually paid

>>>

MARKET INTELLIGENCE FOR INSTITUTIONAL INVESTORS

USE CASE

How fee transparency benefits all institutional investors

REPORT

Q2 2023 Fee Analyzer

VIDEO

How SEI uses factors to perform manager due diligence

MANAGER SELECTION. FEE BENCHMARKING. MARKET INSIGHTS.

Asset
Owners

Compare funds and find the right manager with the data, analysis and insights not available anywhere else.

>>>

Investment Consultants

Advise clients of the manager short-list based on insight into investment strategies, performance and fees.

>>>

Asset
Managers

Gain exposures to your funds by submitting your data to the Investment Metrics Global Database.

>>>

Wealth
Managers

Access actual post-negotiated manager fees and performance so you can advise clients with confidence.

>>>

68,000+

products in Investment Metrics Global Database

60,000+

fee observations across 65+ investment styles

28,000+

funds with pre-calculated factor exposures

Demo our industry-leading market and manager research 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.
+1.888.828.9759