Investment Consultants
Provide the insights that drive returns.
Combine actionable data with straight-through reporting to streamline plan analysis for clear insights.
ADD VALUE TO EVERY STAGE OF THE INVESTMENT LIFECYCLE
- PORTFOLIO ANALYTICS & REPORTING
- STYLE FACTOR & ESG ANALYSIS
- COMPETITOR & PEER ANALYSIS
- MARKET & MANAGER RESEARCH
There’s a smarter way to drive insights.With streamlined data aggregation and advanced analytics, you can assess performance, attribution and risk for all institutional plan types—then showcase your value with reports and dashboards.
SPOTLIGHT PRODUCT
Step up to straight-through reporting.
Portfolio Analytics and Reporting makes it easy to drive insights >>>
Make better portfolio decisions.See the factor exposures of any portfolio so you can quickly compare a fund to its peers, identify competing or complementary funds, and create a manager short list.
SPOTLIGHT PRODUCT
Compare any fund to its peers.
Instantly identify what makes a manager unique with Peer Insights™ >>>
Tap into the power of peer benchmarking.Benchmark a plan against its peers to gain insights into asset allocation, performance and risk. Instantly determine which factor exposures set one fund apart from another.
SPOTLIGHT PRODUCT
Access the most robust plan sponsor data.
Plan Universe makes it easy to compare asset allocations, performance and risk with relevant peers >>>
Simplify manager research.Find the right manager for any mandate. Create your recommended short-list with sharp insights into each manager’s fees, factors, performance attribution and risk.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Strengthen fee negotiation and maximize total returns with Fee Analyzer >>>
PORTFOLIO ANALYTICS & REPORTING
There’s a smarter way to drive insights.With streamlined data aggregation and advanced analytics, you can assess performance, attribution and risk for all institutional plan types—then showcase your value with reports and dashboards.
SPOTLIGHT PRODUCT
Step up to straight-through reporting.
Portfolio Analytics and Reporting makes it easy to drive insights >>>
STYLE FACTOR & ESG ANALYSIS
Make better portfolio decisions.See the factor exposures of any portfolio so you can quickly compare a fund to its peers, identify competing or complementary funds, and create a manager short list.
SPOTLIGHT PRODUCT
Compare any fund to its peers.
Instantly identify what makes a manager unique with Peer Insights™ >>>
COMPETITOR & PEER ANALYSIS
Tap into the power of peer benchmarking.Benchmark a plan against its peers to gain insights into asset allocation, performance and risk. Instantly determine which factor exposures set one fund apart from another.
SPOTLIGHT PRODUCT
Access the most robust plan sponsor data.
Plan Universe makes it easy to compare asset allocations, performance and risk with relevant peers >>>
MARKET & MANAGER RESEARCH
Simplify manager research.Find the right manager for any mandate. Create your recommended short-list with sharp insights into each manager’s fees, factors, performance attribution and risk.
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Strengthen fee negotiation and maximize total returns with Fee Analyzer >>>
INVESTMENT CONSULTANTS TRUST OUR MARKET-LEADING INSIGHTS
CASE STUDY
Portfolio Analytics and Reporting: Flexible, customizable and efficient
CASE STUDY
Portfolio Analytics and Reporting: Superior capabilities and world-class service
VIDEO
How SEI uses factors to perform manager due diligence
80%
of the top 20 institutional investment consultants rely on us
$14T+
in AUA benefit from our solution insights
28,000+
funds with pre-calculated factor exposures
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.
+1.888.828.9759
