December 24, 2014 7:38 PM ET

Professional Services

Company Overview of Investment Metrics, LLC

Company Overview

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

United States

Founded in 2010





Key Executives for Investment Metrics, LLC

Vice President of Sales and Marketing
Compensation as of Fiscal Year 2014.

Investment Metrics, LLC Key Developments

Investment Metrics, LLC Presents at IMN Global Indexing and ETFs, Dec-08-2014 03:10 PM

Investment Metrics, LLC Presents at IMN Global Indexing and 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

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

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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