Wealth Managers

Empower your advisors with clear insights.

Understand the factor exposures of every fund, so you can find and select the right managers and build the right portfolios.

Understand your portfolios like never before

Boost advisor productivity.

Access robust data, advanced analytics, automated reports and visual factor analysis so your advisors can assess performance, risk and factor exposures for any fund or portfolio.​

SPOTLIGHT PRODUCT

Step up to straight-through reporting.

Our Portfolio Analytics and Reporting solution delivers institutional-quality performance reports >>>

Advise your clients with confidence.

Our holdings-based analysis compares a fund’s factor exposures against industry benchmark and peers for over 28,000 funds and ETFs, so you can instantly monitor a fund’s risk and drift.

SPOTLIGHT PRODUCT

Stay ahead of the market shifts and drifts.

Portfolio Analyzer illustrates exposures and tilts across 130+ factors   >>>

Meet your client's investment objectives.

Compare any fund to its peers and find competing and complementary funds so you can evaluate alternatives and construct portfolios that meet your client’s needs.

SPOTLIGHT PRODUCT

Instantly compare any fund to any peer group.

See the factor exposures and tilts for all your managers at the same time with Peer Insights™ >>>

Find the right manager—at the right price.

Perform manager due diligence with up-to-date insights into managers’ actual fees, their fund’s factor exposures, performance, attribution and risk, so you can make smarter recommendations..

SPOTLIGHT PRODUCT

See the industry's most robust actual post-negotiated fees.

Maximize total returns with Fee Analyzer >>>

PORTFOLIO ANALYTICS & REPORTING

Boost advisor productivity.

Access robust data, advanced analytics, automated reports and visual factor analysis so your advisors can assess performance, risk and factor exposures for any fund or portfolio.​

SPOTLIGHT PRODUCT

Step up to straight-through reporting.

Our Portfolio Analytics and Reporting solution delivers institutional-quality performance reports >>>

STYLE FACTOR & ESG ANALYSIS

Advise your clients with confidence.

Our holdings-based analysis compares a fund’s factor exposures against industry benchmark and peers for over 28,000 funds and ETFs, so you can instantly monitor a fund’s risk and drift.

SPOTLIGHT PRODUCT

Stay ahead of the market shifts and drifts.

Portfolio Analyzer illustrates exposures and tilts across 130+ factors   >>>

COMPETITOR & PEER ANALYSIS

Meet your client's investment objectives.

Compare any fund to its peers and find competing and complementary funds so you can evaluate alternatives and construct portfolios that meet your client’s needs.

SPOTLIGHT PRODUCT

Instantly compare any fund to any peer group.

See the factor exposures and tilts for all your managers at the same time with Peer Insights™ >>>

MARKET & MANAGER RESEARCH

Find the right manager—at the right price.

Perform manager due diligence with up-to-date insights into managers’ actual fees, their fund’s factor exposures, performance, attribution and risk, so you can make smarter recommendations..

SPOTLIGHT PRODUCT

See the industry's most robust actual post-negotiated fees.

Maximize total returns with Fee Analyzer >>>

INSIGHTS AND REPORTS THAT PROVIDE WEALTH MANAGERS AN EDGE

CASE STUDY

Learn how our Style Analytics solution helped Vontobel demonstrate the right fund fit and win a mandate.

VIDEO

Michael Jabara of Morgan Stanley discusses the relevancy of factors to portfolio analysis.

REPORT

Uncover the role that manager and mandate size play in pricing in our Q2 Fee Analyzer Report.

28,000+

funds with pre-calculated factor exposures

60,000+

fee observations across 65+ investment styles

68,000+

products in Investment Metrics Global Database

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 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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