Investment Metrics: Institutional Investment Expertise Backed by Cutting Edge Technology

As a solution provider, what are your strategies to cater to the demands of the market? How do you meet such requirements?

Having spent 20 years in the technology landscape, we know that there is nothing more powerful than involving our clients in solution design and development. Given the current market pressures around fees, we developed an advisory board consisting of key institutional asset managers ranging from globally focused multi-asset managers to smaller, single asset class managers. We shared our product vision with the Advisory Board members and Fee Analyzer is an outcome of that group’s direction.

Can you tell us more about the changing marketplace and provide a brief overviewof how Fee Analyzer answers these needs?

There’s a data revolution in asset management today. With the ongoing industry push for greater transparency and comparability, fee information has become a critical need. In fact, fees are becoming a top priority for institutional investors, and now with Fee Analyzer, a comprehensive, actual post-negotiated fee database is finally available to meet their needs.

Asset managers need insight on how their fees stack up to their peers and the market. Institutional investment consultants need insight into fees when supporting their clients in manager selection and fee negotiations. The challenge asset managers and consultants face today is they are forced to cobble together a view of actual fees in the institutional market from a variety of sources, most of which are incomplete, self-reported, and not viewed as reliable or not timely. Asset managers and asset allocators who invest in this technology will gain access to the most comprehensive, timely and reliable actual fee data available.

What are some of the key points that differentiate the organization as a solution provider from a technology perspective?
We’ve been developing leading technology solutions for the institutional investment market for 20 years. It’s our primary focus. We have the most comprehensive and complete data set representing the institutional investment market. This allows us to bring unique, differentiated and highest value products to market. As the next generation source of fee data, Fee Analyzer is changing the game in the institutional investment market. For the first time the market has a full and completely accurate view of actual, post-negotiated fees. Such solutions give our customers a real competitive edge, which subsequently, becomes our real differentiator.
What is the roadmap of your company ahead?

As a company, IM is just beginning to leverage our unique position in the market. Our actual fee data is driven off live portfolio fee schedules used in calculating performance for over 20,000 institutional plans and over 500,000 portfolios. The 2019 launch of Fee Analyzer is just the first of many data solutions that we’ll offer. During 2020 we’ll be delivering additional new data products, as well as enhancing our portfolio analytics and reporting tools. The new capabilities will help us reach additional market segments and further extend our dominate position in the institutional performance analytics and reporting market.