Portfolio Analytics and Reporting
Plans are all different — and so are client needs. We make it easy to be right with portfolio analytics and reporting for all institutional plan types across asset classes.
With straight-through reporting, you gain efficiency, accuracy and insights into your portfolio’s performance and risk.
Explore our products
Gain INSIGHTS INTO INVESTMENT ANALYSIS
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CASE STUDY
Portfolio Analytics and Reporting: Flexible, customizable and efficient
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CASE STUDY
Portfolio Analytics and Reporting: Superior capabilities and world-class service
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REPORT
Factor Investing Primer: Why and how factor investing works.
STEP UP TO PORTFOLIO ANALYTICS AND STRAIGHT-THROUGH REPORTING
Asset
Owners
Gain the performance, risk and attribution insights required to oversee your institutional asset pools.
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Investment Consultants
Simplify the complex with automated data aggregation, portfolio analysis and straight-through reporting for all plan types.
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Asset
Managers
Differentiate your investment strategies and demonstrate your alpha generation.
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Wealth
Managers
Boost advisor productivity with actionable insights, investment analysis and reports at your fingertips.
>>>
20,000+
institutional plans processed on our platform
910,000+
portfolios processed on our platform
$14T+
in AUA benefit from our solution insights
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Demo our market-leading portfolio analytics and reporting solutions.
If you have a question or need more info, we would be delighted to speak with you.
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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.
+1.888.828.9759
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