Investment Metrics

Investment Metrics, offered by Confluence, is an investment analytics, reporting, data, and research solution designed for institutional investors and advisors worldwide. According to the vendor, this tool provides valuable insights into investment portfolios, allowing users to proactively manage asset pools and fulfill fiduciary responsibilities. With its portfolio analysis and reporting capabilities, Investment Metrics aims to meet the expectations of asset owners, investment consultants, asset managers, and wealth managers, enabling them to optimize investment strategies and differentiate their offerings in the competitive market.

Key Features

Portfolio Analytics and Reporting: According to the vendor, Investment Metrics provides robust portfolio analysis and reporting solutions for institutional investors and advisors. Users can gain insights into their investment portfolios, helping them proactively manage asset pools and fulfill fiduciary responsibilities. The tool is designed to streamline portfolio analysis with straight-through reporting, aiming to ensure efficient and accurate reporting processes.

Style Factor and ESG Analysis: Investment Metrics offers analysis of style factors and environmental, social, and governance (ESG) factors in investment portfolios, according to the vendor. This feature aims to help users understand the impact of different style factors on portfolio performance. The tool also provides tools for evaluating the ESG characteristics of investments and assessing their alignment with client preferences and mandates, supporting the integration of ESG considerations into investment decision-making processes.

Competitor and Peer Analysis: Investment Metrics allows users to analyze the performance and characteristics of their investment portfolios relative to competitors and peers, according to the vendor. The tool offers benchmarking capabilities to compare investment strategies and performance against industry standards. This feature aims to help users identify areas of strength and weakness in their investment portfolios compared to competitors and peers, enabling them to make data-driven decisions to optimize investment strategies and differentiate their offerings.

Market and Manager Research: Investment Metrics provides research and analysis tools for evaluating investment markets and managers, according to the vendor. Users gain access to a comprehensive database of investment managers and their strategies, aiming to support the assessment of performance, risk, and other key characteristics. This feature aims to facilitate due diligence processes and aid in the selection of investment managers that align with client objectives and preferences.