Wealth Managers
Empower your advisors with clear insights.
Understand the factor exposures of every fund, so you can find and select the right managers and build the right portfolios.
Understand your portfolios like never before
- PORTFOLIO ANALYTICS & REPORTING
- STYLE FACTOR & ESG ANALYSIS
- COMPETITOR & PEER ANALYSIS
- MARKET & MANAGER RESEARCH
Boost advisor productivity.Access robust data, advanced analytics, automated reports and visual factor analysis so your advisors can assess performance, risk and factor exposures for any fund or portfolio.
SPOTLIGHT PRODUCT
Step up to straight-through reporting.
Our Portfolio Analytics and Reporting solution delivers institutional-quality performance reports >>>
Advise your clients with confidence.Our holdings-based analysis compares a fund’s factor exposures against industry benchmark and peers for over 28,000 funds and ETFs, so you can instantly monitor a fund’s risk and drift.
SPOTLIGHT PRODUCT
Stay ahead of the market shifts and drifts.
Portfolio Analyzer illustrates exposures and tilts across 130+ factors >>>
Meet your client's investment objectives.Compare any fund to its peers and find competing and complementary funds so you can evaluate alternatives and construct portfolios that meet your client’s needs.
SPOTLIGHT PRODUCT
Instantly compare any fund to any peer group.
See the factor exposures and tilts for all your managers at the same time with Peer Insights™ >>>
Find the right manager—at the right price.Perform manager due diligence with up-to-date insights into managers’ actual fees, their fund’s factor exposures, performance, attribution and risk, so you can make smarter recommendations..
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Maximize total returns with Fee Analyzer >>>
PORTFOLIO ANALYTICS & REPORTING
Boost advisor productivity.Access robust data, advanced analytics, automated reports and visual factor analysis so your advisors can assess performance, risk and factor exposures for any fund or portfolio.
SPOTLIGHT PRODUCT
Step up to straight-through reporting.
Our Portfolio Analytics and Reporting solution delivers institutional-quality performance reports >>>
STYLE FACTOR & ESG ANALYSIS
Advise your clients with confidence.Our holdings-based analysis compares a fund’s factor exposures against industry benchmark and peers for over 28,000 funds and ETFs, so you can instantly monitor a fund’s risk and drift.
SPOTLIGHT PRODUCT
Stay ahead of the market shifts and drifts.
Portfolio Analyzer illustrates exposures and tilts across 130+ factors >>>
COMPETITOR & PEER ANALYSIS
Meet your client's investment objectives.Compare any fund to its peers and find competing and complementary funds so you can evaluate alternatives and construct portfolios that meet your client’s needs.
SPOTLIGHT PRODUCT
Instantly compare any fund to any peer group.
See the factor exposures and tilts for all your managers at the same time with Peer Insights™ >>>
MARKET & MANAGER RESEARCH
Find the right manager—at the right price.Perform manager due diligence with up-to-date insights into managers’ actual fees, their fund’s factor exposures, performance, attribution and risk, so you can make smarter recommendations..
SPOTLIGHT PRODUCT
See the industry's most robust actual post-negotiated fees.
Maximize total returns with Fee Analyzer >>>
INSIGHTS AND REPORTS THAT PROVIDE WEALTH MANAGERS AN EDGE
CASE STUDY
Win new business by proving the right factor fit
VIDEO
How SEI analyzes alpha sources in an investment strategy
USE CASE
DeltaZoom™ Fund of Funds for Wealth Managers
28,000+
funds with pre-calculated factor exposures
60,000+
fee observations across 65+ investment styles
68,000+
products in Investment Metrics Global Database
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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