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
PORTFOLIO ANALYTICS AND REPORTING
Streamline data aggregation, portfolio analysis and reporting—all with one platform
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PORTFOLIO ANALYZER
Differentiate your strategies with ESG and factor exposure analysis
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Gain INSIGHTS INTO INVESTMENT ANALYSIS
CASE STUDY
Portfolio Analytics and Reporting: Flexible, customizable and efficient
CASE STUDY
Portfolio Analytics and Reporting: Superior capabilities and world-class service
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.
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20,000+
institutional plans processed on our platform
910,000+
portfolios processed on our platform
$14T+
in AUA benefit from our solution insights
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.
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
