What is Investment Metrics used for?

Investment Metrics is used for institutional portfolio analytics, peer benchmarking, factor and ESG analysis, manager research, and performance reporting for clients and boards.

Who should use Investment Metrics?

Investment Metrics suits asset managers, wealth managers, RIAs, investment consultants, endowments, and banks that need benchmarking and reporting on institutional portfolios.

Is Investment Metrics part of Confluence?

Yes. Confluence acquired Investment Metrics in 2021, and the Investment Metrics website now states that the business is part of Confluence.

How much does Investment Metrics cost?

Investment Metrics pricing is quote based for most firms. A basic plan has been listed at about $8,000 per year, with no free version.

What are the best alternatives to Investment Metrics?

Top alternatives to Investment Metrics include FactSet, Morningstar Direct, MSCI BarraOne, and Bloomberg PORT, depending on data, risk, and research needs.

Investment Metrics Reviews, Features & Alternatives

Overview

What is Investment Metrics?

Investment Metrics is a portfolio analytics, reporting, and data platform for institutional investors and advisors. It combines performance reporting, peer universe benchmarking, factor and ESG analysis, risk analysis, and manager research, drawing on data covering more than 20,000 asset pools and 28,000 funds. Asset managers, wealth managers, RIAs, consultants, endowments, and banks use Investment Metrics to compare results, explain portfolio drivers, and produce client and board reports.

Best for

Asset ManagersInvestment ConsultantsWealth ManagersRegistered Investment AdvisorsEndowment Teams

Product snapshot

Category: Data Analytics
Best for: Institutional portfolio analytics
Deployment: Cloud
Free trial: Contact vendor
Integrations: Custodian and manager data feeds
AI features: No

Key features

Key features of Investment Metrics

Peer universe benchmarking

Compare portfolio returns against large universes of plans and funds.

Performance reporting

Build scheduled and ad hoc reports for clients, boards, and committees.

Factor analysis

Break down portfolio exposures and returns by style and risk factors.

ESG analysis

Review environmental, social, and governance characteristics across portfolio holdings.

Manager research

Evaluate and compare investment managers using fund and strategy data.

Risk analysis

Assess portfolio risk with tools including Monte Carlo simulation and rebalancing.

Reviews

Investment Metrics reviews

Overall

Nobody has reviewed

What users like

Large peer universe for benchmarking
Combines analytics, reporting, and data
Built for institutional investment workflows
Factor and ESG analysis included

What users dislike

Priced for mid-size and enterprise firms
Brand now part of Confluence
No self-serve free plan
Integration details not publicly listed

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Alternatives

Top Investment Metrics alternatives

FactSet
Best for
Multi-asset portfolio analytics
Why choose it
Broad data and attribution across asset classes
Morningstar Direct
Best for
Fund and manager research
Why choose it
Deep fund data with peer category comparisons
MSCI BarraOne
Best for
Institutional risk management
Why choose it
Established multi-factor risk models for portfolios
Bloomberg PORT
Best for
Bloomberg Terminal users
Why choose it
Portfolio and risk analytics inside the Terminal

Integrations

Investment Metrics integrations

Investment Metrics is built around institutional investment data rather than a public app marketplace. It brings together holdings, returns, and plan data to power its peer universes, which cover more than 20,000 asset pools and 28,000 funds, and it supports data import and export along with API access for moving results into other systems. Firms typically feed it data from custodians, recordkeepers, and investment managers, and managers can submit their own strategy data for inclusion in research. Reports can be scheduled and shared with clients and boards. Specific named connectors are not published, so buyers should confirm supported data sources and delivery formats with the vendor during evaluation.

FAQ

Investment Metrics