Investment Metrics B2B Case Studies & Customer Successes

Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Their solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 500K+ portfolios, representing $10T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, they bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.