Investment Metrics logo

Investment Metrics

by Investment Metrics · Since 2010
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ActiveAvailable globallyCloud
Quick facts
VendorInvestment Metrics
Year launched2010
StatusActive
Location800 Connecticut Ave, 5th Floor Norwalk, Connecticut 06854 United States
Countries servedGlobal
Languages1
Integrations1+
Free tier
Free trial
Contact salesYES

About Investment Metrics

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Investment Metrics by Investment Metrics is a comprehensive software solution designed for data analysis, decision support, and reporting in the investment industry. Its standout features include robust performance measurement and analysis tools, customizable reporting capabilities, and advanced portfolio analytics. The user interface of Investment Metrics is intuitive and user-friendly, making it easy for users to navigate through various functions and modules. The design elements are clean and organized, enhancing the overall user experience. The interactive dashboards and visualization tools help users quickly interpret complex data and make informed decisions. One of the core functionalities that set Investment Metrics apart from its competitors is its ability to handle large datasets efficiently. The software provides fast and reliable performance even when dealing with complex operations and calculations. The advanced analytics tools help users gain valuable insights into their investments and track performance metrics accurately. Investment Metrics integrates seamlessly with other tools and platforms, allowing users to import and export data easily. The software is compatible across different operating systems, making it versatile for users with varying technological preferences.

Pros & Cons

What users like
  • +Institutional-Grade Analytics – Trusted by pension and consultant clients managing trillions
  • +Robust Peer Benchmarking – Comprehensive dataset for accurate comparisons
  • +ESG & Factor Insights – Extensive analytics for ESG compliance and factor exposure
  • +Flexible Reporting Engine – Fully customizable and brandable reporting workflows
  • +Comprehensive Support – Around-the-clock assistance and compliance-oriented tools
What users flag
  • Complex Implementation – May require several weeks for full deployment
  • Web-Only Platform – No offline or desktop client support
  • User Feedback Variability – Some onboarding complexity and data import concerns
  • Limited API Access – Fewer options for custom integration outside standard modules

Features

Key features

Institutional Portfolio Reporting – Automated, branded reports for asset-class performance and analytics
Performance Attribution & Risk Tools – Breaks down returns, exposures, and risk-adjusted metrics
Peer Benchmarking & Plan Universe – Compare portfolios against a comprehensive universe of tax-exempt plans
Factor & ESG Analysis – Analyze style factor sensitivity and ESG exposures including carbon footprints
Fee Analyzer – Benchmark gross/net returns and fee structures against industry norms

Additional features

Prebuilt & Custom Reporting Templates – Over 150 report formats for flexibility and branding
Automated Data Aggregation – Intake from custodians, managers, and record-keepers
Plan Universe Analytics – Peer comparisons for asset allocation and performance metrics
Portfolio Analyzer – Detailed analysis of style, factor, risk, and ESG overlays
Peer Insights™ – Visual peer fund comparisons for deeper context
ESG Metrics Dashboard – Profile ESG performance across sectors and regions
InvestorForce Integration – Access expansive manager data and research
Risk Analytics – Standard deviation, tracking error, VaR, and other risk measures

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
1
Interface languages
24
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEKKRO🇳🇴NOK🇿🇦ZAR🇮🇳INR🇸🇬SGD🇭🇰HKD🇹🇷TRY🇷🇺RUB🇧🇷BRL🇹🇼TWD🇰🇷KRW🇹🇭THB🇲🇾MYR🇮🇱ILS🇻🇳VND

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