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

TIP SHEET

See the top seven attributes asset allocators look for in a world-class analytics and reporting solution.

CASE STUDY

Discover how Advanced Capital Group completes 130+ custom reports in half the time it used to take them.

ARTICLE

Find out how funds, factors and fees impact institutional asset allocations.

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 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.
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