Where the industry gets its answers 

Automate data aggregation and streamline plan analysis. With performance, attribution and peer benchmarking on a single platform, our straight-through reporting delivers a new level of efficiency.

PORTFOLIO ANALYTICS AND REPORTING: WE MAKE IT EASY TO BE RIGHT

Save time with automated data aggregation.

Seamlessly aggregate the broadest set of data from custodians, record keepers, market indices, manager strategies, and more. You’ll save time and effort, reduce errors and accelerate your analytics and reporting.

We do the heavy lifting with data aggregation so you don’t have to.

Optimize portfolios for your unique requirements.

Construct and model asset allocation and requirements utilizing a structured, repeatable approach. Optimize portfolios to meet each asset pool’s unique investment policy and liquidity requirements. ​

Achieve a better risk and return profile that better meets a plan’s objectives.

Uncover the insights that matter.

Powerful returns and holdings-based analytics enable performance measurement, investment and attribution analysis at the total plan, manager portfolio and composite levels across asset classes and investment styles.

An intuitive interface makes it easier to dig deeper into key metrics.

Streamline manager and plan research.

Tap into the largest and most robust plan sponsor peer-group data to benchmark net and gross performance, asset allocation and key risk metrics. Access the institutional manager database for researching manager investment strategies.

Gain insights into portfolios and performance drivers.

Highly customizable portfolio reporting and dashboard.

Access 200+ analytic templates with built-in configurations to customize and optimize the portfolio reporting experience. An intuitive dashboard will give you and your stakeholders access to the plan data and drill down for insights.

Present your insights your way in digital and reporting format.

DATA AGGREGATION

Save time with automated data aggregation.

Seamlessly aggregate the broadest set of data from custodians, record keepers, market indices, manager strategies, and more. You’ll save time and effort, reduce errors and accelerate your analytics and reporting.

We do the heavy lifting with data aggregation so you don’t have to.

PORTFOLIO CONSTRUCTION

Optimize portfolios for your unique requirements.

Construct and model asset allocation and requirements utilizing a structured, repeatable approach. Optimize portfolios to meet each asset pool’s unique investment policy and liquidity requirements. ​

Achieve a better risk and return profile that better meets a plan’s objectives.

PORTFOLIO ANALYTICS

Uncover the insights that matter.

Powerful returns and holdings-based analytics enable performance measurement, investment and attribution analysis at the total plan, manager portfolio and composite levels across asset classes and investment styles.

An intuitive interface makes it easier to dig deeper into key metrics.

RESEARCH AND MONITORING

Streamline manager and plan research.

Tap into the largest and most robust plan sponsor peer-group data to benchmark net and gross performance, asset allocation and key risk metrics. Access the institutional manager database for researching manager investment strategies.

Gain insights into portfolios and performance drivers.

PORTFOLIO REPORTING/DASHBOARD

Highly customizable portfolio reporting and dashboard.

Access 200+ analytic templates with built-in configurations to customize and optimize the portfolio reporting experience. An intuitive dashboard will give you and your stakeholders access to the plan data and drill down for insights.

Present your insights your way in digital and reporting format.

Dig deeper into the insights that matter

Investment Metrics Portfolio Analytics and Reporting platform is a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization and client reporting across all plan types. With performance, attribution and precise peer benchmarking, this platform simplifies the complex, setting the industry standard for portfolio reporting depth, accuracy and efficiency.

Relied on by 16 of the top 20 investment consultants who advise on over 90% of AUA

Single platform support for all plan types and asset classes

Seamless aggregation across the broadest selection of data sources and types

200+ templates available for customization, branding and report publishing

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ARTICLE

Learn how to effectively implement and analyze your asset allocation strategy.

“Investment Metrics allows us to provide value-add for our clients. They understand our world, what we need to be successful, and it’s evident they are a partner who shares in our vision today – and our opportunities for tomorrow.”

Wendy Langowski

Head of Reporting, Advanced Capital Group

Demo Portfolio and Analytics Reporting

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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