Company Overview of Investment Metrics, LLC
Investment Metrics, LLC provides investment performance analytics, and manager research and reporting solutions for institutional investors, wealth advisors, investment consultants, asset managers, and plan sponsors in the United States and internationally. The company offers PARis, a performance analysis and information reporting system; InvestWorks, an Internet-based manager research system that provides a database of information on investment firms, products, funds, and style universes with built-in search and reporting tools; PRISM, a password protected portal linked to the customer’s Website to deliver documents for sharing with clients, advisors, and staff; and EQuest, an online data c...
One Parklands Drive
Darien, CT 06820
Founded in 2010
Key Executives for Investment Metrics, LLC
Founder, Chief Executive Officer and President
Director and Product Manager
Vice President of Sales and Marketing
Compensation as of Fiscal Year 2015.
Investment Metrics, LLC Key Developments
Investment Metrics, LLC Presents at IMN's 19th Annual Global Indexing & ETFs, Dec-08-2014 03:10 PM
Dec 4 14
Investment Metrics, LLC Presents at IMN's 19th Annual Global Indexing & ETFs, Dec-08-2014 03:10 PM. Venue: JW Marriott Camelback Inn, Scottsdale, Arizona, United States. Speakers: Brendan Cooper, Director of Research.
Investment Metrics, LLC Announces Executive Changes
May 8 14
Investment Metrics, LLC announced that Thomas Carlson joined the firm as Vice President to lead sales and marketing, and appointed Gerry Mintz, PhD to the firm's Board of Directors. Both positions are new. Thomas Carlson brings over 20 years of senior leadership and business development experience to Investment Metrics. He spent more than 17 years in Global Business Development with Morningstar Inc., including nine years with Ibbotson Associates. Prior to Morningstar, Tom was a Senior Account Manager with The Alcar Group Inc. Tom earned a BS in Finance from DePaul University. Gerry Mintz is a senior operating executive and advisor with over 25 years' experience in financial technology. Gerry is currently the founder and Managing Partner of Percepta Partners, an Advisory firm focused on helping businesses develop and implement product/market growth strategies in the B2B information and enterprise software space.
Investment Metrics' PARis Reporting Platform to Provide Centralized Reporting for Aon Hewitt's Investment Consulting Clients in the U.S. and Canada
Mar 6 14
Investment Metrics, LLC announced that it has partnered with Aon Hewitt to provide a central reporting platform for its investment consulting clients in the U.S. and Canada. Utilizing Investment Metrics' performance analysis and reporting information system, PARis, Aon Hewitt is able to streamline the processes of performance measurement, attribution and client reporting across the United States and Canada.
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