Asset Owners
Provide fiduciary oversight for plan success.
Validate investment strategies to proactively manage your asset pools with the insights you need to succeed.
ACCESS THE TOOLS USED BY ASSET MANAGERS AND CONSULTANTS
- PORTFOLIO ANALYTICS & REPORTING
- STYLE FACTOR & ESG ANALYSIS
- COMPETITOR & PEER ANALYSIS
- MARKET & MANAGER RESEARCH
Where the industry gets its reports.Every plan requires fiduciary oversight and investment guidance. We put you in control with the robust data and automation tools you need to analyze performance, risk and attribution for any style and asset class.
SPOTLIGHT PRODUCT
Simplify oversight with straight-through reporting.
Portfolio Analytics and Reporting lets you dig deeper into the insights that matter >>>
Maximize returns and minimize risk.Construct portfolios and monitor results—all while meeting liquidity requirements. With robust factor and ESG analysis, you’ll gain transparency into your funds’ performance and understand the changes in exposures.
SPOTLIGHT PRODUCT
Stay ahead of the market shifts and drifts.
Portfolio Analyzer illustrates exposures across 130+ factors >>>
Benchmark against peers for real insight.Understand performance drivers and inform investment decisions. Compare your plan to similar peers to see asset allocation, performance, risk and more.
SPOTLIGHT PRODUCT
Tap into the most robust peer group data.
Plan Universe makes it easy to compare asset allocations, performance and risk with like peers >>>
Find the right manager—at the right price.Everyone is looking for value, but the lack of real insight can impact returns. Now you can access up-to-date insights into managers’ actual fees, factor exposures, performance attribution and risk, so you can make decisions with confidence.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Maximize total returns and meet your fiduciary responsibilities with Fee Analyzer >>>
PORTFOLIO ANALYTICS & REPORTING
Where the industry gets its reports.Every plan requires fiduciary oversight and investment guidance. We put you in control with the robust data and automation tools you need to analyze performance, risk and attribution for any style and asset class.
SPOTLIGHT PRODUCT
Simplify oversight with straight-through reporting.
Portfolio Analytics and Reporting lets you dig deeper into the insights that matter >>>
STYLE FACTOR & ESG ANALYSIS
Maximize returns and minimize risk.Construct portfolios and monitor results—all while meeting liquidity requirements. With robust factor and ESG analysis, you’ll gain transparency into your funds’ performance and understand the changes in exposures.
SPOTLIGHT PRODUCT
Stay ahead of the market shifts and drifts.
Portfolio Analyzer illustrates exposures across 130+ factors >>>
COMPETITOR & PEER ANALYSIS
Benchmark against peers for real insight.Understand performance drivers and inform investment decisions. Compare your plan to similar peers to see asset allocation, performance, risk and more.
SPOTLIGHT PRODUCT
Tap into the most robust peer group data.
Plan Universe makes it easy to compare asset allocations, performance and risk with like peers >>>
MARKET & MANAGER RESEARCH
Find the right manager—at the right price.Everyone is looking for value, but the lack of real insight can impact returns. Now you can access up-to-date insights into managers’ actual fees, factor exposures, performance attribution and risk, so you can make decisions with confidence.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Maximize total returns and meet your fiduciary responsibilities with Fee Analyzer >>>
INSIGHTS AND REPORTS DESIGNED FOR INSTITUTIONAL INVESTORS
CASE STUDY
Portfolio Analytics and Reporting: Flexible, customizable and efficient
USE CASE
DeltaZoom™ Fund of Funds for Asset Owners
REPORT
Factor Investing Primer: Why and how factor investing works.
20,000+
institutional plans processed on our platform
910,000+
portfolios processed on our platform
$14T+
in asset under advisement benefit from our solution insights
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, a Confluence Company, 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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