Audience
Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers
About Investment Metrics
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.
Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ 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, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
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We offer a large solution for anything related to funds.
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ESG Book
ESG Book connects investors with companies, providing transparent, comparable ESG data for over 25,000 corporates in real-time. Analyse sustainability KPIs of lending and investment portfolios, and host bespoke ESG lenses based on raw data covering public and private assets. Access proprietary ESG scores on a universe of companies listed across all the world’s leading stock indices. Design bespoke monitoring dashboards according to your institutional and risk preference. Download raw data for integration in your own investment and risk analysis models. Access suite of ESG metrics and data analytics enable users to analyse a wide range of sustainability and climate performance indicators for each company. Download data provided by companies or ESG Book’s data universe, and upload additional data and frameworks.
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Ethic
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Backstop
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
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Integrations
No integrations listed.
Company Information
Investment Metrics
Founded: 1998
United States
www.invmetrics.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
Investment Metrics Frequently Asked Questions
Investment Metrics Product Features
Decision Support
Data Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Application Development
Budgeting & Forecasting
Decision Tree Analysis
Sensitivity Analysis
Thematic Mapping
Version Control
Investment Management
Benchmarking
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Fund Management
Payroll & Commissions
Risk Management
Reporting
Customizable Dashboard
Data Source Connectors
Drill Down
Financial Reports
Report Export
Scheduled / Automated Reports
Drag & Drop
Email Reports
Forecasting
Marketing Reports
OLAP
Sales Reports
