Competitor and Peer Analysis
In today’s highly competitive market, understanding and communicating how you truly differentiate is key to success. Discover your edge with performance benchmarking, peer comparisons and competitive insights.
Explore our products
PEER INSIGHTS™
Compare any fund’s factor exposures to any peer group of your choice
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PLAN UNIVERSE
Benchmark asset allocation, performance and risk against peer groups
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FEE ANALYZER
Negotiate with confidence when you know the actual manager fees paid
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MANAGER RESEARCH
Simplify due diligence and find the right manager for your mandate
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NEW INSIGHTS ADD VALUE TO INVESTMENT BENCHMARKING
CUSTOMER TESTIMONIAL
Why Aberdeen Standard relies on Peer Insights/Similyzer
CUSTOMER TESTIMONIAL
Vontobel wins new clients with Style Analytics
USE CASE
Beyond benchmarking: Use cases for plan universe comparison
PEER COMPARISONS LEAD TO BETTER PORTFOLIO ANALYSIS AND OUTCOMES
Asset
Owners
Benchmark performance, asset allocation and risk against your real peers for meaningful insights and validation.
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Investment Consultants
Understand the drivers of performance and inform your investment decisions with peer benchmarking.
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Asset
Managers
See how your fees and performance stack up against the competition across investment styles.
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Wealth
Managers
Access pre-calculated factor exposures so you can find the right managers and meet your client’s investment objectives.
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4,000+
tax-exempt plans in our Plan Universe, representing $4 trillion+ in assets
28,000+
funds with pre-calculated factor exposures
80%
of the top 20 investment consultants rely on our Plan Universe
Demo our market-leading competitor and peer analysis 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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