Press Release: USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

July 21, 2020

Single platform offering flexibility to support analytics and reporting
for multiple institutional plans while enabling customizations to meet unique client needs

Norwalk, Connecticut – July 21, 2020 – Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, today announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications to its clients.

USI Advisors, Inc. will deploy Investment Metrics Portfolio Analytics and Reporting Solution to perform investment analysis and reporting for its advisory practice across its defined contribution, defined benefit, endowment, and foundation asset pools. With seamless data aggregation and powerful analytics, Investment Metrics enables performance measurement, investment analysis, peer comparison, benchmarking, attribution analysis, and manager research on an integrated platform. Using a robust library of standard and custom reports with analytics, USI Advisors, Inc., can produce customized client reports that communicate investment insights with branded differentiation.

“We chose Investment Metrics’ solution because we needed an integrated, flexible, and scalable solution to meet the needs of our clients across our growing advisory practice. We were keen to have a single platform that could leverage our best practices to deliver investment insights across the various institutional plans that we advise,” said Michael Welz, CFA®, CAIA®, CIMA®, President and Chief Investment Officer. “While customization and scalability are important, we also need to differentiate our materials so that our consultants can communicate the appropriate investment insights to meet their respective clients’ needs.”

“Flexibility and scalability to serve different client segments in a bespoke manner on a consolidated platform was a key requirement for USI,” said Sanjoy Chatterjee, Chief Strategy Officer of Investment Metrics. “With one integrated platform that meets the needs of investment analytics and reporting across various plan types, we bring efficiency, accuracy, and consistency to address all of USI’s institutional investment advisory needs, while supporting their future growth seamlessly.”

Investment Metrics Portfolio Analytics and Reporting Solution is the industry-leading platform that enables institutional investment consultants, advisors, and asset owners to aggregate, analyze, optimize, and report on investment portfolios across plan types, plan sizes, asset classes, styles, and universes, empowering our clients to make insightful investment decisions.

Learn more about this market-leading solution.

About Investment Metrics
Investment Metrics is a leading provider of investment analytics, reporting, and benchmarking solutions that empower institutional investment consultants, advisors, asset owners, and managers to make impactful investment decisions. Our solutions drive insights across 20K+ institutional asset pools, encompassing 500K portfolios with $10 trillion in AUA. By leveraging our unparalleled expertise in institutional investment performance analysis, we help our clients gain differentiation and confidence in fulfilling their fiduciary responsibilities.
For more information about Investment Metrics, please visit

Isabella Mark
Vice President
+1 203 662 8413

Insights for success

Talk to us. See why top investment consultants, asset managers and asset owners rely on our market-leading data, analytics and reporting solutions. 

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.