Investment Research and Reporting Solutions


You need reliable information and flexible tools to measure your clients' investment choices.
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You need a better way to measure and monitor the value of your investment portfolio.
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You need cost- and time-saving processes to monitor peer universes to grow your business.
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You need a comprehensive view of "what's going on" to measure your clients' portfolios.
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Sanjoy Chatterjee, CEO

CEO Sanjoy Chatterjee

Investment Metrics is an independent provider of manager research, data solutions and PARis; the industry’s leading performance reporting platform serving global investment consultants, plan sponsors, asset managers, and wealth advisors.

Our ability to differentiate our client solutions stems from our ability to combine three core strengths, namely:

  1. Integrated software applications
  2. Subject matter expertise & industry authority
  3. A focus on total customer service

As a result, our clients benefit by improved operating efficiencies, streamlined workflow and enhanced ROI as we help them solve complex issues while providing attentive, personalized service; the cornerstone of our corporate culture.

Investment Metrics solutions include:

  • PARis for performance reporting & investment analytics;
  • InvestWorks for manager search and due diligence;
  • EQuest IM’s proprietary institutional manager database;
  • IM Style-based Peer Groups & Plan Sponsor universes;
  • Outsourced reporting & manager profiles, and;
  • Global market insight through InterSec Research.

EQuest: Asset Manager Database

Expand your global marketing reach to investment consultant and advisors.

Latest Research

Published: Q1 2015

Currency Risk Management

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Published: Q3 2014

A New Way to Look at Global Multi-Asset Strategies

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