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The best way to combine data and technology to power your decisions.

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Resources

Blog

BLOG February 15th, 2019

Currency Hedging in Emerging Markets: Does it Reduce Risk?

Given the volatility in emerging markets equity, do managers utilize currency hedging to actively lower the risk in their portfolios?

BLOGMarch 18th, 2019

Benefits of Active Management

The Investment Metrics Research Team reviewed the most consistent performers in global and non-US large-cap equity over the past five years to demonstrate the added wealth created by the top asset managers.

BLOGFebruary 18th, 2019

Investment Metrics Master Trust Universe: Q4 and 2018 Calendar Year Returns

Investment Metrics Master Trust Universe corporate plans posted the highest returns for the quarter and calendar year ending December 2018.

BLOGFebruary 15th, 2019

Currency Hedging in Emerging Markets: Does it Reduce Risk?

Given the volatility in emerging markets equity, do managers utilize currency hedging to actively lower the risk in their portfolios?

News

NewsFebruary 27th, 2019

Investment Metrics Releases Top 20 Net Asset Gainers Summary 2018

Investment Metrics, the leading provider of investment performance analytics and reporting solutions, released today its market summary of the top 20 portfolios that gathered tax-exempt assets across public equity, high yield, and emerging markets debt in 2018.

NewsFebruary 12th, 2019

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics announced the launch of its new branding designed to reflect the company’s mission to power the global institutional investment community through unique technology and data solutions.

NewsJanuary 22nd, 2019

2018 Market Volatility Causes Equity Outflows

Investment Metrics releases the 2018 preliminary assets gains net flows summary utilizing their asset manager database.

NewsJanuary 10th, 2019

Highland Consulting Associates Selects PARis and InvestWorks from Investment Metrics for Investment Analytics and Performance Reporting

Investment Metrics announced that its next-generation investment analytics and performance reporting platform will be deployed across Highland Consulting Associates business.

NewsNovember 29th, 2018

Capital Markets CIO Outlook Magazine Named Investment Metrics a Top 10 Portfolio Analytics Solution Provider

Investment Metrics announced that it has been recognized by Capital Markets CIO Outlook Magazine as a top 10 portfolio analytics solution provider.

NewsOctober 12th, 2018

InvestorForce Transaction Completed

Investment Metrics announced that it has completed the purchase of InvestorForce from MSCI.

Latest News Coverage

NEWS COVERAGEMarch 3rd, 2019

Top 20 Net Asset Gainers in 2018 Across Equity, High Yield, & Emerging Markets Debt According to the Investment Metrics Global Database

NEWS COVERAGEFebruary 13th, 2019

Investment Metrics Announces Launch of New Brand Identity

Investment Metrics, the leading provider of investment performance analytics and reporting solutions, announced today the launch of its new branding, designed to reflect the company's mission to power the global institutional investment community through unique technology and data solutions.

NEWS COVERAGEFebruary 1st, 2019

InvestorForce universe plans return -7.2% for quarter

The median net return across all institutional plans in the InvestorForce Plan Universe was -7.2% for the fourth quarter according to the firm's latest data release.

NEWS COVERAGENovember 12th, 2018

Graphic: Private Equity’s Staying Power

Institutional investors have warmed to private equity in recent years, pushing up aggregate allocations to the asset class. Endowments and foundations historically have invested more in private equity relative to other asset owners, but other investors are growing their presence, as the returns and portfolio benefits have become hard to ignore.

NEWS COVERAGENovember 5th, 2018

Investment Metrics was named a Top 10 Portfolio Analytics Solution Provider by Capital Markets CIO Outlook Magazine

Investment Metrics was recognized by Capital Markets CIO Outlook Magazine as a top 10 portfolio analytics solution provider.

NEWS COVERAGEOctober 30th, 2018

Taft-Hartley plans top InvestorForce universe

The median return across funds in the InvestorForce Plan Universe for the three months ended Sept. 30 was 2.3%, net of fees, according to the company's third-quarter update. The median universe net return over the trailing 12 months was 6.12% while the median trailing five-year return was 6.51%.

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Guides and Reports

Emerging Markets Equity Post Negotiated Fees Report

Due to many factors, the active management fee debate has been brought to the fore. This report provides a better understanding of the impact on fees across the institutional investment industry.

An Investment Consultant’s Guide to Compelling Investment Presentations

Download this guide to gain access to the key attributes your presentation should include, plus a few tips and suggestions on how to use data to tell your best story.

An Asset Manager’s Guide to Compelling Investment Presentations

An investment presentation should focus on the information, context, and reassurance that investment committees crave. Build a powerful presentation based on data using this guide.

An Asset Owner’s Guide to Best Practices for Quarterly Reviews

Download this guide and learn which key factors will help you make the most out of your quarterly investment review.

Events

EventsMarch 6, 2019 12:00 pm

Morgan Stanley Institutional Business Conference

Come and see us at the Morgan Stanley Institutional Business Conference being held in Boca Raton on March 6-8, 2019.

EventsMarch 27, 2019 5:00 pm

2019 User Conference

Join your peers and the Investment Metrics team for two days in Atlanta, at the Four Seasons Hotel, as we share ideas and network in a relaxed, collaborative environment. Explore trends, best practices, and big ideas - all while giving you the opportunity to help shape the future of our solutions. Early bird registration is now open. Visit www.imclientconference.com to register, view our speakers, and access the agenda.

EventsJuly 16, 2019 9:00 am

IN|VEST

Join Investment Metrics at In|Vest 2019 at the Marriott Marquis Hotel, NYC to find out more about our solutions and meet the team.

Webinars

WebinarsMarch 4th, 2019

Institutional Insight: 2018 YTD Net Flows

[On-Demand Webinar] Watch Brendan Cooper and Scott Treacy, CFA, from Investment Metrics in this 30-minute presentation to better understand 2018 year-to-date net flows across U.S. small cap equity, global large cap equity, and emerging markets equity. Sign up now and get the presentation slides as well.

WebinarsJanuary 10th, 2019

Best Practices & Emerging Trends in Client Performance Reporting

[On-Demand Webinar] Learn how to captivate and engage your clients during your quarterly reports through this on-demand webinar.