Global firm gains operational efficiency through consolidation of client reporting platforms.
Investment Metrics, LLC (www.invmetrics.com), a leading provider of investment analytics and reporting solutions for investment professionals worldwide, announces that it has partnered with Aon Hewitt, the global talent, retirement and health solutions business of Aon plc (NYSE: AON), to provide a central reporting platform for its investment consulting clients in the U.S. and Canada.
Utilizing Investment Metrics’ performance analysis and reporting information system, PARis, Aon Hewitt is able to streamline the processes of performance measurement, attribution and client reporting across the United States and Canada.
“Performance reporting is critical for our clients to help them better understand how their plans are performing relative to their peers, the market and how that performance has changed over time,” said David Testore, partner, Aon Hewitt. He added, “Partnering with Investment Metrics builds on our existing research and analytics capabilities, and allows us to continue to provide a high level of service to our clients.”
A few benefits of the PARis reporting platform include:
- Eliminating the need to use in-house solutions for composite and total plan/portfolio performance calculations. PARis has a built-in performance measurement feature that improves accuracy, efficiency and consistency in workflow.
- Automating the workflow for client reporting by creating multi-page investment reports across all asset pools quickly and efficiently with the Master Template Wizard.
- Supporting multilingual reporting capabilities specifically for reporting in French for Canadian-based investors.
“The team at Aon Hewitt has been a great source of inspiration for us,” said Sanjoy Chatterjee, CEO of Investment Metrics, adding, “We are pleased to be able to meet and deliver on the needs of an organization as large and diverse as Aon Hewitt that requires a high level of sophistication in its reporting platform to meet their clients’ expectations. We are honored that the largest consulting firm in the United States chose our reporting capabilities and we look forward to a long partnership with them.”