Press Release: Investment Metrics Recognized for Institutional Investment Solution Innovation in 2022 FinTech Breakthrough Awards Program

March 17, 2022

Prestigious International Awards Program Honors Outstanding Financial Technology Products And Companies

LOS ANGELES, March 17, 2022 – FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market, today announced that it has selected Investment Metrics, a leading provider of investment analytics, reporting, data and research solutions, as winner of the “Best Institutional Investment Solution” award in the sixth annual FinTech Breakthrough Awards program.

The 2022 FinTech Breakthrough Award recognizes the ‘breakthrough’ innovation of the Investment Metrics Style Analytics solution, which uses a fully transparent, proven methodology for comparing a portfolio’s factor tilts over 130 factors and against relevant industry benchmarks. Results are then presented in an intuitive visualization, Style Skyline™, the industry standard for measuring and communicating factor tilts, enabling users to swiftly transition from portfolio analysis to scenario analysis, competitor analysis and manager research.

The Investment Metrics Style Analytics solutions enable institutional investors and asset managers to differentiate and communicate a fund’s factor profile easily and demonstrate style consistency and alpha generation using independent validation of the investment style through factor analysis. The solution also includes ESG analytics and provides a side-by-side comparison of ESG exposures based on data from four leading ESG data providers, alongside traditional factors in Style Skyline.

“Top investment consultants, asset managers and asset owners rely on data, analytics and reporting – and managers need to be able to justify their actions. They need intuitive yet powerful tools that can save hours of manual calculations,” said James Johnson, Managing Director, FinTech Breakthrough. “Investment Metrics is delivering on this need, with a breakthrough platform featuring innovations that are first-of-their-kind in the market. We extend our hearty congratulations to Investment Metrics for winning the ‘Best Institutional Investment Solution’ award in the 2022 FinTech Breakthrough Awards program.”

The FinTech Breakthrough Awards is the premier awards program founded to recognize the FinTech innovators, leaders and visionaries from around the world in a range of categories, including Digital Banking, Personal Finance, Lending, Payments, Investments, RegTech, InsurTech and many more. The 2022 FinTech Breakthrough Award program attracted more than 3,950 nominations from across the globe.

“We are excited to win this important award from FinTech Breakthrough as we continue to deliver on our mission to simplifythe most complex challenges associated with investment decisions for our clients,” said Sanjoy Chatterjee, Chief Strategy Officer of Investment Metrics. “Our team of experts work hard to ensure that our clients achieve better financial outcomes and grow assets with clear investment insights. We will continue to bring meaningful benefits on a global scale to our clients, partners, and the institutional investment community.” 

In the past year, Investment Metrics has also significantly increased the level of analysis with the launch of Similyzer™ and DeltaZoom™ products.

Similyzer™ illustrates precisely how similar a fund is to other funds with minimal data input required by the user. Leveraging Investment Metrics’ database, it compares a target fund and instantly identifies competing and complementary funds with holdings-based factor exposures, so managers can leverage insights to differentiate their strategy, and investors can shortlist managers with the right fit. Style Skyline makes it simple to compare factor exposures, see outliers and demonstrate differentiation visually. A standardized score is also computed to compare multiple levels. Similyzer can filter based on performance and risk profiles, country and sector allocation, plus much more.

DeltaZoom™ pinpoints the root causes of changes in a portfolio’s factor exposures. It instantly investigates and identifies whether these changes are caused by market movements, benchmark rebalancing, or trading decisions. It delves into changes by region, country, sector to the security level, identifying which stock caused your entire portfolio’s factor exposure to change.


About FinTech Breakthrough

Part of Tech Breakthrough, a leading market intelligence and recognition platform for technology innovation and leadership around the globe, the FinTech Breakthrough Awards program is devoted to honoring excellence in Financial Technologies and Services companies and products. The FinTech Breakthrough Awards provide public recognition for the achievements of FinTech companies and products in categories including Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and more. For more information visit

About Investment Metrics

Investment Metrics, a Confluence company, is a leading global provider of portfolio analytics, reporting, and data solutions that help institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 910K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, style factor and ESG analysis, competitor and peer analysis, and manager and market research, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. For more information about Investment Metrics, please visit

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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.