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features
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support

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Description

Our cloud-based solution offers a seamless way to gather, assess, and present ESG data from your investment portfolio with just a few clicks. You can initiate data collection requests that come with automatic reminder notifications for ease of use. The platform provides user-friendly tools to effectively measure greenhouse gas emissions, specifically carbon outputs. With the ability to analyze trends through engaging visualizations, key insights, and comprehensive scorecards, you can easily compare specific metrics against industry benchmarks to evaluate your performance. It features industry-relevant indicators that address the most significant issues affecting each sector. You can conveniently share summaries of your portfolio’s ESG performance via email. We collaborate with a diverse array of financial entities, including impact investors, private equity and venture capital firms, pension funds, development finance institutions, banks, among others. Reach out to us today to discover more about our customer testimonials. Our platform is specifically designed to meet the increasing ESG demands of private investors. Tailored by industry specialists, it effectively manages extensive data sets, facilitating in-depth analytics and generating valuable insights for reporting purposes. By choosing our solution, you can stay ahead in the evolving landscape of sustainable investing.

Description

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ESGTree

Country

Canada

Website

www.esgtree.com

Vendor Details

Company Name

Investment Metrics

Founded

1998

Country

United States

Website

www.invmetrics.com

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Product Features

Decision Support

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

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

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

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

Alternatives

Backstop Reviews

Backstop

Backstop Solutions Group

Alternatives

Backstop Reviews

Backstop

Backstop Solutions Group