CONFLUENCE LAUNCHES PRISM ANALYTICS

First-of-its-kind Insights on Public and Private Plans

NEW REPORT

Exploring the Relationship of Interest Rates to Value vs. Growth Investment Strategies

INSIGHTS FOR SUCCESS

We help institutional investors and advisors achieve better financial outcomes with clear investment insights.

YOUR SOURCE FOR PORTFOLIO ANALYSIS, REPORTING AND DATA

Asset Owners

Gain insights to proactively manage your institutional asset pools and provide fiduciary oversight.

>>>

Investment Consultants

Streamline portfolio analysis with straight-through reporting to augment fiduciary responsibilities.

>>>

Asset Managers

Gain exposures to new opportunities and differentiate your investment strategies to grow assets.

>>>

Wealth Managers

Win and retain more business with the in-depth portfolio analysis that ultra-high net worth clients expect.

>>>

TRUSTED BY INSTITUTIONAL INVESTORS AND ADVISORS WORLDWIDE

25+

years of expertise in institutional investment technology

80%

of the top 20 investment consultants rely on us

50

of the top 100 asset managers use our data and analytics

$14T+

in assets under advisement are processed on our platform

REPORT

Q3 2024 Plan Universe allocation & return analysis

>>>

INFOGRAPHIC

How Do Factors Perform in the US Equity Market Cycle? >>>

ARTICLE

Active Managers See 18% Increase in Inflows from Institutional Investors in Q1 2023 >>>

REPORT

November 2024 Factor Performance Analysis >>>

USE CASE

Delivering Unique Insights for Fund Research and Portfolio Construction

REPORT

Q2 2023 Fee Analyzer

REPORT

Don’t Take Value at Face Value

Get the latest Investment Metrics insights straight to your inbox

EXPLORE OUR SOLUTIONS FOR CLEAR INVESTMENT INSIGHTS

Portfolio
Analytics and
Reporting

>>>

Style Factor
and ESG
Analysis

>>>

Competitor
and Peer
Analysis

>>>

Market
and Manager
Research

>>>

Insights for success

Talk to us. See why top investment consultants, asset managers and asset owners rely on our market-leading data, analytics and reporting solutions.

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.
+1.888.828.9759