Investment & Portfolio Analytics

Our services for financial industry professionals are structured along the investment management process

We provide custom analyses of investment solutions, due-diligence and model validation. Especially nowadays, where investors have to engage in actively managed investment products to meet their performance targets, the sheer number of offerings can be overwhelming.

Our structured, quantitative approach helps investors to reduce the time for the selection process to a minimum and focus on the relevant products.

With our Portfolio Manager Workbench we provide an interactive solution for the assessment process via SaaS.

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Whenever standard investment products do not fit the requirements of the investment manager or the investor, we offer tailor made investment and portfolio solutions.

We also design and implement strategy indices based on our rich quantitative framework.

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We help investment managers to implement efficient investment management tools and processes for a state-of-the-art investment monitoring & controlling. Pls. contact us for a customized proposal.


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OpenMetrics offers a “Data Agnostic” approach

Regardless of the ESG & SDG data provider choice, we can incorporate any data provider into our Strategic and Tactical Asset Allocation Framework and asses the effects of applying different ratings to the investor portfolio.

OpenMetrics Solutions supports the full value chain from an asset managers perspective when it comes to implement an ESG & SDG investment process.

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OpenMetrics Solutions LLC

Dufourstrasse 47

8008 Zürich

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