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
- +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
- −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
Countries & Languages
Interface languages
Billing currencies
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About Investment Metrics
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Investment Metrics Details
Investment Metrics's In-App Market Place
Does Investment Metrics have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Jpy (¥), Aud (A$), Cad (C$), Chf (Fr), Cny (¥), Sek (kr), Kron (dkk), Nok (kr), Zar (r), Inr (₹), Sgd (S$), Hkd (hk$), Try (₺), Rub (₽), Brl (r$), Twd (nt$), Krw (₩), Thb (฿), Myr (rm), Ils (₪), Vnd (₫).
Pros & Cons
- 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
- 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
Investment Metrics's Support Options
Email Address
IM-info@confluence.comContact
888 828 9759Investment Metrics's Alternatives
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