Solutions for Asset Managers
Investment Metrics © 2018
#1 Stand Out to Investors & Investment Consultants
Get your firm and products in front of those making asset allocation decisions - contribute your firm and product data to EQuest.
Start contributing your data today - it's free for asset managers to submit.
Register for a demo of our solutions for asset managers
#2 Seize First-to-market Advantage
Identify New and Underserved Markets, Validate Market Assumptions
- Understand market trends
- Identify new markets and potential niches for new product offering
- Validate your instincts with a fresh perspective on the investible universe
- Substantiate your intuition with thorough analysis using comprehensive peer groups and comparison tools
- Understand the flow of assets relative to performance and risk measurements
- Make more informed decisions into the size, health and direction of the global markets
- See which markets are ‘hot’ and of interest to new investors and quantify market share
- Identify the top inflows and outflows in a variety of broad, actively managed institutional peer groups
#3 Size Up Your Competition & Tell Your Best Story
See Who is Winning Mandates & Why
- Get the scoop on who is beating you and discover ways you can compete
- Identify reasons why you may be falling short of investor and consultant screens
- Understand what is top of mind for public plans and consultants right now
Evaluate Products the Same Way as Investors
- See how you stack up against your peers - compare 12 statistics across an entire peer group at a glance
- Identify and learn about your competition and know how you might be compared
- Understand your performance in the context of actual holdings – know which are the top contributors and detractors to your overall performance
- Show investors how your decisions affected your performance
Design Clear & Concise Customizable Reports
- Use our vast library of fully customizable charts and tables to produce performance and manager profile reports with just a few clicks
- Add your own commentaries, illustrations, annotations and Microsoft Office or PDF documents
- Build your own custom charts and tables for pretty much any calculation support by our solutions