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April 11th, 2018

Mercer Selects Investment Metrics for Next-Generation Global Investment Analytics and Performance Reporting

By Mark Bell

NEW YORK and DARIEN, Conn., January 31, 2018 – Investment Metrics, the leader in investment analytics, performance attribution, customized reporting and market intelligence software for the institutional investment and wealth management sectors, today announced that its platform will be deployed across Mercer’s Wealth business in the U.S. Mercer will leverage the Investment Metrics solution to power its institutional client reporting, investment analytics and research capabilities to serve the needs of its institutional defined benefit, defined contribution, endowment, foundation, wealth management, and delegated investment advisory clients. This relationship will continue to enhance Investment Metrics’ robust plan sponsor data universe, which currently stands at $3.5 trillion in Assets Under Advisement as well as further the company’s international expansion efforts. Mercer was looking for an innovative technology provider that could help address the dynamic needs of its extremely diverse, global client base. Investment Metrics enables Mercer to address this complexity today and in the future. Mercer identified the need for flexibility, transparency, seamless workflow and collaborative client reporting as top priorities for the organization. The comprehensive analytics and more flexible reporting options available on the Investment Metrics platform will enable Mercer to increase productivity and enable new levels of engagement and collaboration with its clients.

“We are excited about how quickly we have been able to successfully deploy this solution and we are impressed with Investment Metrics’ technology and the team’s vast domain expertise, technology and ability to solve complex problems with short lead times,” said James Guilfoyle, Mercer’s U.S. Head of Performance Reporting Operations. “Our selection of Investment Metrics is based upon a shared commitment to satisfy the needs of our clients and business partners by fostering greater innovation in our industry.”

Sanjoy Chatterjee, the CEO of Investment Metrics said, “We’re thrilled to have Mercer onboard and to be part of their global investment advisory ecosystem. They confirm our belief that our comprehensive investment analytics platform can power the biggest global investment practices to drive better results.”

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