FolioMetrics

FolioMetrics is a purpose-built CRM platform tailored for both investor relations teams and investors in the alternative investment industry.

Service Provider Information

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

FolioMetrics is a purpose-built CRM platform tailored for both investor relations teams and investors in the alternative investment industry. It helps funds manage relationships, streamline communications, and enhance investor engagement through a suite of integrated features—all within a user-friendly interface designed for ease of use and adoption.

The platform bridges the gap between fund managers and investors, offering tailored tools for both sides of the investment relationship—delivered through a clean, modern, and efficient user experience. It provides comprehensive analytics and reporting tools that enable users to make informed decisions based on real-time data. FolioMetrics is a powerful platform designed to streamline the investment management process for institutional investors, asset managers, and private equity firms. 

Release Notes

<p><span style="color: rgb(0,0,0);background-color: rgb(255,255,255);font-size: medium;font-family: Akkurat Pro;">FolioMetrics, by With Intelligence, is now a part of S&amp;P Global.</span></p>

Version Date
Installation Requirements
Web-based platform solution

Use Cases

Investor Relations Use Cases:

  • Outlook Integration: Automatically captures emails and meetings, giving teams a complete view of investor interactions without manual entry
  • Investor Portal: A secure, branded website where investors can log in to access fund documents, updates, and communications
  • Fund Factsheet Automation: Simplifies the creation and distribution of fund factsheets, reducing manual effort and ensuring consistency across investor communications
  • Flexible, Brandable Reporting: Enables teams to generate customized reports that reflect their brand identity and meet the specific needs of different stakeholders
  • User-Friendly Interface: Designed to be intuitive and accessible, making it easy for teams to adopt and navigate the platform efficiently

Investment Research Use Cases:

  • Fund Discovery & Due Diligence: FolioMetrics also supports investors by providing tools to research and evaluate alternative investment funds they are considering. This functionality helps streamline the due diligence process and improve decision-making
  • Flexible, Brandable Reporting: Investors can generate tailored reports that align with their internal formats and presentation standards, enhancing clarity and professionalism in their analysis
  • User-Friendly Interface: The platform’s intuitive design ensures that investors can easily access, explore, and analyze fund data without technical barriers

Benefits

Key benefits of FolioMetrics are:

  • Portfolio Analytics: Gain deep insights into portfolio performance, risk assessment, and asset allocation, allowing for strategic adjustments and improved investment outcomes
  • Custom Reporting: Create tailored reports that meet specific stakeholder needs, enhancing communication and transparency with clients and partners
  • Data Integration: Seamlessly integrate data from multiple sources, ensuring you have a holistic view of your investments and market conditions
  • Benchmarking: Compare portfolio performance against industry benchmarks, helping to identify strengths and areas for improvement
  • User-Friendly Interface: The intuitive design makes it easy for users to navigate the platform, access information quickly, and leverage the tools available
  • Collaboration Tools: Facilitate teamwork and decision-making with features that support collaboration among investment teams

Useful Links