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
KEY ESG assists in pinpointing the essential metrics and frameworks tailored to your business while establishing streamlined ESG management processes. We simplify and enhance the accuracy of ESG data collection, making it a seamless experience. With our comprehensive metric library, businesses and investors can easily adhere to all prominent ESG frameworks and regulations, ensuring they remain informed of any updates. Whether it's SFDR, CSRD, IFRS, or EDCI, our software is designed to accommodate them all. Our platform provides straightforward visualizations of your ESG data, which can be accessed directly or exported for better communication with stakeholders. You can delve into the data by site, asset class, fund type, or portfolio company to pinpoint feasible improvement opportunities and convert insights into actionable steps. KEY ESG empowers you to establish targets and action plans to meet your ESG objectives effectively. Additionally, you can benchmark your ESG data against external standards to provide context before setting targets and monitoring your progress toward achieving your goals. This holistic approach ensures that every aspect of your ESG strategy is both data-driven and outcome-oriented.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
No
Clear Books
No
FreshBooks
No
Google Cloud Platform
No
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
No
Microsoft Power BI
No
Moneybird
No
NetSuite
No
Integrations
Amazon Web Services (AWS)
Yes
Clear Books
Yes
FreshBooks
Yes
Google Cloud Platform
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
Yes
Microsoft Power BI
Yes
Moneybird
Yes
NetSuite
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Investment Metrics
Founded
1998
Country
United States
Website
www.invmetrics.com
Vendor Details
Company Name
KEY ESG
Country
United Kingdom
Website
www.keyesg.com
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
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