Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
eVestment, a platform under Nasdaq, delivers comprehensive investment analytics, data, and insights regarding both public and private markets. It serves as a bridge for asset managers and general partners to connect with the institutional marketplace, while institutional investors and consultants depend on eVestment for effective manager due diligence, selection, and ongoing monitoring. By enhancing transparency and efficiency within the global institutional market, eVestment empowers managers, investors, and consultants to make informed, data-driven decisions, optimize their resources, and achieve superior outcomes. Across the globe, institutional investors such as public pension plans, corporate pensions, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations, and endowments utilize eVestment to screen over $78 trillion in assets under management, identifying managers that align with their specific investment goals. This extensive reach underscores eVestment's pivotal role in shaping investment strategies and fostering collaboration within the financial ecosystem.
API Access
Has API
No
API Access
Has API
No
Integrations
PitchBook
No
StarCompliance
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Investment Metrics
Founded
1998
Country
United States
Website
www.invmetrics.com
Vendor Details
Company Name
Nasdaq
Founded
1971
Country
United States
Website
www.nasdaq.com/solutions/evestment
Product Features
Decision Support
Application Development
No
Budgeting & Forecasting
No
Data Analysis
Yes
Decision Tree Analysis
No
Monte Carlo Simulation
Yes
Performance Metrics
Yes
Rules-Based Workflow
Yes
Sensitivity Analysis
No
Thematic Mapping
No
Version Control
No
ESG
Activity Dashboard
No
Analytics/Reporting
No
Audit Management
No
Benchmarking
No
Compliance Management
No
Data Visualization
No
Document Management
No
Performance Metrics
No
Risk Assessment
No
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
No
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
No
Marketing Reports
No
OLAP
No
Report Export
Yes
Sales Reports
No
Scheduled / Automated Reports
Yes
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No