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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
Track Asset Flows
  • 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