Product Overview of Investment Metrics
Investment Metrics, a Confluence company, is a global leader in providing comprehensive portfolio analytics, reporting, and data solutions designed to help institutional investors and advisors achieve better financial outcomes. Here’s a detailed overview of what the product does and its key features.
Purpose and Scope
Investment Metrics serves a broad range of clients, including asset owners, investment consultants, asset managers, and wealth managers. The platform is designed to streamline investment research, analysis, and reporting, enabling users to make informed decisions with clear and actionable insights. It supports over 20,000 institutional asset pools, 28,000 funds, and 900,000 portfolios, representing more than $14 trillion in assets under administration (AUA).
Key Features and Functionality
Portfolio Analytics and Reporting
- The platform offers a single, end-to-end multi-asset class solution that streamlines data aggregation, reconciliation, portfolio optimization, and client reporting across all plan types. This includes powerful returns and holdings-based analytics for performance measurement, investment, and attribution analysis at various levels.
Performance Metrics and Attribution Analysis
- Users can access over 200 analytic templates to customize and optimize the portfolio reporting experience. The platform enables performance tracking and GIPS compliance reporting, making it easier to dig deeper into key metrics.
Risk Management and Benchmark Comparison
- Investment Metrics provides robust risk analysis and benchmark comparison tools. This includes peer group analysis, allowing users to benchmark net and gross performance, asset allocation, and key risk metrics against the largest and most robust plan sponsor peer-group data.
ESG Analytics
- The platform includes ESG Analytics as part of the Style Analytics solution, enabling users to perform peer comparisons, identify ESG risks, ensure guideline compliance, and analyze unique portfolio characteristics. It integrates data from top ESG providers to save time and enhance decision-making.
Fee Analysis
- The Fee Analyzer is an interactive tool that allows asset managers and institutional investors to benchmark and analyze actual post-negotiated fees across various plan types, asset classes, and investment styles. It includes over 70,000 fee observations across more than 65 investment styles and is updated quarterly.
Customizable Dashboards and Reporting
- Investment Metrics offers customizable dashboards and reports, allowing users to tailor the platform to their specific needs. This includes compliance reporting, client reporting, and the ability to create custom peer-group comparisons.
Data Integration and Automation
- The platform supports automated data feeds, reducing manual work and errors. It integrates historical data analysis, scenario analysis, and drill-down capabilities to provide a comprehensive view of portfolio performance and risk.
Liability Reporting
- Recently introduced, the liability reporting feature allows asset allocators to report on pension benefit obligations, track funded status, perform duration matching analysis, and analyze liability glide paths. This enhances the analysis and management of pension plans.
Market and Factor Analysis
- The Markets Analyzer and Portfolio Analyzer, part of the Style Analytics solution, provide critical market context and factor exposures analysis. Users can visualize factor exposures using the Style Skyline™ and simulate rebalancing choices to optimize portfolios.
Additional Capabilities
- Multi-Asset Class Support: The platform supports a wide range of asset classes, ensuring comprehensive coverage for diverse investment portfolios.
- Interactive Dashboards: Intuitive visualizations and interactive dashboards make it easier for users to analyze and interpret complex data.
- Mobile Access: The platform is accessible via mobile devices, enhancing user convenience and flexibility.
- User Access Controls: Robust user access controls ensure data security and compliance.
In summary, Investment Metrics is a powerful tool that provides institutional investors and advisors with the insights and analytics needed to optimize portfolio performance, manage risk, and make informed investment decisions. Its comprehensive suite of features and functionalities sets it apart as a leading solution in the investment analytics and reporting space.