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Investment Metrics Head Office

800 Connecticut Ave,
5th Floor Norwalk,
Connecticut 06854
United States

Telephone

12032318725

Contact

Connor Shugrue
[email protected]

Portfolio Analytics and Reporting (PARis)

PARis is the industry-leading portfolio analytics and reporting solution that enables institutional investors and advisors to aggregate, analyze, optimize, and report on investment portfolios across plan types, sizes, asset classes, styles, and universes. Designed by industry veterans, this comprehensive multi-asset-class reporting solution is built on a single integrated platform that lets you view and analyze …

Fee Analyzer

Fee Analyzer is an interactive product for asset managers and institutional investors to benchmark and analyze actual post-negotiated fees (rather than published fees) and performance across plans types, asset classes, and investment styles. It includes over 70,000 fee observations across over 65 investment styles and is updated quarterly to deliver timely insights to spot fee …

Manager Research

Manager Research is a comprehensive, easy-to-use analytical tool for evaluating asset managers and analyzing investment performance. It simplifies investment research and analysis with instant access to decision-support information on institutional and retail investments in the Investment Metrics Global Database. With a robust analytics engine, the tool allows asset allocators to analyze investment products and their …

Peer Insights

Peer Insights, part of the Style Analytics solution, allows investors and managers to instantly compare any fund to any peer group of your choice to get accurate peer insights. Using the underlying holdings data, it has pre-calculated over 28,000 funds’ factor exposures so institutional investors and managers can see exactly how a fund stands out …

Plan Universe

Plan Universe is an interactive tool that enables institutional investors and advisors to tap into the industry’s largest and most comprehensive tax-exempt plan sponsor peer-group data for performance benchmarking, research, and analysis. It provides standard and custom peer-group comparisons of performance, risk, and asset allocations by plan type and size. It comprises over 4,000 institutional …

Portfolio Analyzer

Portfolio Analyzer, part of the Style Analytics solution, provides powerful analytics on your portfolio’s factor exposures, performance attribution, and risk. It uses a fully transparent, proven methodology for comparing a portfolio’s factor tilts against an industry benchmark. It enables all investors and fund managers to communicate a fund’s factor profile easily and demonstrate style consistency …