Privacy Policy

Thank you for visiting Investment Metrics’ website. Your privacy is very important to us. To better protect your privacy we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used.

Please read this privacy policy before using our site or submitting any personal information. By using the site, you are accepting the practices described in this privacy policy. You are encouraged to review the privacy policy whenever you visit our site to make sure you understand how any personal information you provide Investment Metrics will be used.

Please note that the privacy practices set forth in this privacy policy are for Investment Metrics’ website only. The following outlines our privacy policy.


Collection of Information

We collect personally identifiable information, such as names, postal addresses, email addresses, etc., when voluntarily submitted by our visitors.

We may retain the email addresses and/or other contact information of those who contact us via email, survey responses, website forms, or through in-person events to be used to improve web site content, and to notify users about updates to our web site and/or products and services. We will only retain personal information as long as necessary for the fulfillment of those purpose(s)


To Unsubscribe From Our Communications

You may unsubscribe from our marketing communications by clicking on the “unsubscribe” link located on the bottom of our emails, updating your communication preferences, or by sending us email us at Customers cannot opt out of receiving transactional emails related to their account with us.


Cookie/Tracking Technology

Investment Metrics’ website uses cookies, tracking pixels and related technologies to provide you with a better website experience and for targeted advertising purposes. This also enables us to monitor which pages you view and which pages you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of our website.


Distribution of Information

We do not share your email information, phone, address or other personal information with any outside organization or group.

Investment Metrics never uses or shares the personally identifiable information provided to us online in ways unrelated to the ones described above without also providing you an opportunity to opt out or otherwise prohibit such unrelated uses.


Commitment to Data Security

Your personally identifiable information is kept secure. Only authorized employees, agents, and contractors (who have agreed to keep information secure and confidential) have access to this information.

We will protect personal information by reasonable security safeguards against loss or theft, as well as unauthorized access, disclosure, copying, use or modification.

All emails and newsletters sent by Investment Metrics allow you to opt out of receiving further mailings.


Privacy Contact Information

If you have any questions, concerns, or comments about our privacy policy you may contact us using the information below:

Investment Metrics
Attn: Bill Smith, Chief Financial Officer
800 Connecticut Avenue, 5th Floor
Norwalk, CT 06854 USA

We reserve the right to make changes to this policy. Any changes to this policy will be posted.

Rev. 5/3/2019

Demo our market-leading data, 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.