Who We Are

We are an innovative, growing fintech company providing leading investment performance analytics and reporting solutions for the institutional investment community. We provide unique, comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, and private wealth advisors.

Our solutions are powered by Investment Metrics unprecedented global database of traditional and alternative strategies, we provide our clients with the unique insight to allow them to better advise their clients and make more informed investment decisions.

Data and analytics is our business – we love what we do and are proud to tell our clients that your success is our only metric.

Interested in joining our expanding team? Check out our open positions – we’d love to hear from you!

What We Do

Your investment management and reporting process is unique — but not easy — and cobbling together pieces from off-the-shelf solutions just doesn’t cut it. We offer a modular platform that we can configure precisely to your needs. So you get ONE solution that fits your needs — it does what you want, the way you want it to — and simplifies your life.

Where We Came From

Our roots are in the investment consulting world. Investment Metrics began as the in-house MIS group of a major investment consulting firm. So we grew up solving most of the everyday problems you face today — all while being mindful of the constraints of budgets and resources.

We became an independent entity in 2010. Since then, we’ve been offering powerful, comprehensive solutions to the rest of the investment management world. We never stopped listening to our users for ways we can improve their workflows and maximize their efficiencies.

We don’t just simply recognize the fact that every client is unique — we celebrate it. And our solutions are best utilized when we work together with our clients to find the right fit. That’s why when asked what we do, we like to reply: what do you need done?

What We Provide

Who We Serve

Investment Metrics plays a critical role in the flow of assets


Asset Allocators

Investment Consultants
Wealth Managers
Asset Owners
Asset Allocators select asset managers for capital allocation
Asset Managers contribute data to EQuest for better visibility and attract investment dollars

Institutional Asset Mangers

Money Managers

Who Uses Our Solutions

How We’ve Added Value for Our Clients

2017
2016
2014
2013
  • PARis transitions to the .NET platform.
2011
  • Investment Metrics becomes an independent firm.
2010
  • PARis gets a client potal: PRISM debuts.
2008
2007
  • PARis becomes available as a hosted platform.
2004
2000
  • InvestWorks makes its debut on desktops.
  • EQuest is introduced as a data-collection service.
1995