[WEBINAR] Institutional Insight: Q2 2019 Net Asset Flows

Register for this live webinar as the Investment Metrics’ Research Team review Q2 2019 net asset flows from active managers across the equity and fixed income asset classes.

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Asset Owners

Fulfill your fiduciary obligations and monitor the health of your portfolio with our platform.

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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.

Produce High Quality Performance Reports

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.

Compare Asset Classes

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.

Prepare for Investment Reviews

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.

How We Help

Find Cost-Effective Investment Options

Find Cost-Effective Investment Options

Provide a Stellar Fund Line Up

Provide a Stellar Fund Line Up

Deliver Informative Reports

Deliver Informative Reports

Compare Your Plan with Peers

Compare Your Plan with Peers

Get Instant Transparency into Plan Assets

Get Instant Transparency into Plan Assets

Effectively Prepare for Investment Reviews

Effectively Prepare for Investment Reviews

Learn the top 5 questions every quarterly investment review should answer.

Best Practices for Quarterly Investment Reviews

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