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About Investment Metrics

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Investment Metrics Details

Vendor
Investment Metrics
Year Launched
2010
Location
800 Connecticut Ave, 5th Floor Norwalk, Connecticut 06854 United States
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English
Users
Financial Analysts, Investment Managers, Portfolio Managers, Compliance Officers, Wealth Managers, Risk Managers, Operations Managers.
Industries Served
Finance, Investment Management, Wealth Management, Institutional Investors, Retirement Plan Providers, Consultants
Tags
Performance Reporting, Investment Analytics, Manager Research, Portfolio analytics, Plan Sponsor, Institutional Investing, Asset Manager, Wealth Advisors, Institutional Investors, Hedge Funds, Portfolio Allocation, Investment Consultants, Asset Manager Database, Asset Manager Research, Asset Manager Due-Diligence, Asset Manager Performance, Performance Reporting Software, and Market Research and Intelligence

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

Free trial
Free version
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Promo Offer

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

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