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About

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.

About

Map, Measure and Grow your impact on people and the planet. We take out the complexity so you can quantify your results in ESG & impact investing, community programs, and DE&I initiatives. Designed for a broad range of assets, SAMETRICA enables you to measure and grow the environmental and social impact of your investment portfolio. Automate data collection, then leave it to ESGeniusTM, our unique AI engine to translate the activities of your ESG investments into quantifiable metrics. Attract more capital, grow your assets under management and accelerate the impact of your portfolio companies. Increase member loyalty, attract more members, and satisfy compliance reporting requirements (ie: CDFI) by accurately proving the positive impact you’re having in your community with easy data collection and integration, and flexible dashboards and reports. Gain management buy-in, increase the diversity of your workforce.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers

Audience

Companies searching for a solution to manage and improve their workforce and operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Investment Metrics
Founded: 1998
United States
www.invmetrics.com

Company Information

SAMETRICA
Canada
www.sametri.ca

Alternatives

Alternatives

Confluence

Confluence

Confluence Technologies

Categories

Categories

Decision Support Features

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Sustainability Features

Audit Management
Benchmarking
Compliance Management
Corrective Actions (CAPA)
Emissions Management
Employee Training
Energy Management
Incident Management
KPIs
Performance Metrics
Stakeholder Engagement
Supplier Management
Waste Management

Integrations

No info available.

Integrations

No info available.
Claim Investment Metrics and update features and information
Claim Investment Metrics and update features and information
Claim SAMETRICA and update features and information
Claim SAMETRICA and update features and information