Search for investments that satisfy specific criteria, compare investments with peers and with market proxies, and perform due diligence using a complete suite of qualitative data points. Plus, access our data to get an insider’s perspective to support and streamline your manager research and monitoring effort.
Our portfolio analytics and reporting solutions feature a vast library of customizable charts and tables which you can mix-and-match in thousands of ways to produce performance and manager profile reports that say exactly what you want to and look precisely the way you want them to. Need more? Build custom charts and tables for pretty much any calculation.
Investment Metrics constructs anonymous peer-groups of the retirement plans that use its platform. You can compare your asset class allocations against the average allocation levels in our plan sponsor universe to get a clear idea of how your plan measures up to the average plan. You can also see shifts in allocation to asset classes over time by plan type to get a bird’s eye-view of how your plan investments are changing as compared to other plans of your type.
Get a 360-degree overview of your plan assets and validate investment consultant recommendations. Also justify manager selections to your investment committee with our manager research that provides accurate numbers on a wide range or return and risk metrics so you can generate ad-hoc reports to objectively answer questions and queries.