Investment Metrics: Investment Performance Analytics & Reporting Solutions

Established in 2010, Investment Metrics is a leading provider of investment performance analytics and reporting solutions for the global institutional investment community. The company provides comprehensive tailored solutions for institutional investment consultants, asset owners and plan sponsors, asset managers, wealth advisors, and global banks and financial institutions.

Investment professionals from all over the world trust Investment Metrics’ platform to analyze and report on over $10 trillion of assets under the advisement with accuracy and efficiency. The company’s clients get unprecedented insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance. This helps the clients to make data driven investment decisions.

PARis for analytics and reporting

World’s top global institutional investment consultants use Investment Metrics’ platform to streamline their analytics and reporting workflow. PARIs, the industry leading portfolio analytics and reporting platform is configured precisely to each customer’s needs to help streamline their data collection and aggregation processes and produce high quality customized reports.

The platform comes with more than 150 prebuilt report templates and the features so that a client can fully customize the reporting output using exhibits from the extensive library of reusable charts and tables. This helps the clients give a unique look and feel to all their reports with many options for fonts, brands and colors.

By utilizing PARis, Investment Metrics clients have significantly increased their ability to:

• Produce reports that effectively communicate plan results
• Consolidate multiple reports using our Book Wizard to increase efficiencies
• Calculate performance from total plan down to composite
• Quickly generate detailed manager profiles
• Generate reports on-demand or schedule batch reporting

InvestWorks for Asset Manager Research and Analytics

In the world of investment, there is a need for analytical tool for the best way to handle and evaluate money managers. This is where IM’s InvestWorks enters the frame. InvestWorks simplifies investment research and analysis with instant access to a powerhouse of decision support information on institutional and retail investments. Powered by the Investment Metrics Global Database of traditional and alternative strategies, the tool has become the first choice of institutional investors, and institutional investment consultants for asset manager research and due diligence research.

InvestWorks enables Investment Metrics clients to:

• Asset Managers - conceive and validate innovative product ideas. Seize the first-to-market advantage by outmaneuvering the competition. Beat them at the distribution game
• Investment Consultants - create a conceptual framework to justify customer’s recommendations. Objectively quantify the performance and investment style of your clients’ portfolios. Pick tomorrow’s winners and distinguish your advice
• Asset Owners - streamline the menu of your plan’s investment options. Measure your consultant’s effectiveness. Keep a watchful eye on your plan and make judicious fiduciary decisions
• Wealth Advisors - tailor portfolios to your client’s risk tolerance. Find hidden gems that will be the optimal diversifiers. Provide sound financial advice in both up and down markets

The company established its new headquarters in Norwalk, CT this year. Their deep domain expertise in technology and data solutions has been enabling clients to fulfil their fiduciary responsibilities. Investment Metrics acquired InvestorForce from MSCI in July 2018 to further enhance their reporting and analytics capabilities. Investment Metrics is undoubtedly the leading provider of investment performance analytics and reporting solutions for the global institutional investment community.

What’s the company’s future growth plans?

“Investment Metrics is a leader in the space. Our unique insight and data enables our clients to make more informed investment decisions. We are specialists in the analytics and reporting space which is why our clients have entrusted us. In the past our client base has been predominately investment consultants. One of our future growth plans is to expand into adjacent markets, specifically within the investment consulting and institutional advisory practices within banks. We have already made some great traction here and we are hopeful that this will continue. Alongside the banking sector, we will continue to work with the asset owner and asset manager communities to help them identify opportunities. International expansion into Europe and Asia is also on our radar.”

Leading from the front

Brent Burns, CEO

Mr. Burns has over 30 years of experience in financial services and enterprise software. Prior to Investment Metrics, he was the COO of PowerPlan, Inc. which was recently acquired by Roper Technologies. At PowerPlan, he was responsible for the organization’s operations and business efficiency including global sales, marketing, professional services, and customer success. Before PowerPlan, he held various senior positions at Hewlett-Packard Company, Exstream Software, and PROS.

He earned his B.S. in Corporate Finance and Investment Management from the University of Alabama.

“The leading provider of investment performance analytics and reporting solutions for the global institutional investment community.”

 “Measure and report on over $10 trillion of assets under advisement for 2,500+ institutional plans in an accurate and efficient manner with our solutions.”

 “Our ability to provide our clients with a turnkey solution that provides highly customizable investment analytics, manager research, and reporting solutions, paired with the latest innovative technology and extensive domain expertise, is what sets us apart from other solution providers.”