Clients serviced with assets over US$150B
One Place can make a World of difference
An investment data and analytics company offering efficient and cost effective native cloud services, risk and return managed services and consulting for the global institutional investor community.
Portfolios Holdings & Transactions
Data Lakes, Stores & Marts
Third Party Data Vendors
Book of Record Transformations
Investics is passionate about helping enhance clients' investment process by reducing the industry inefficiencies in cost, time, effort and risk historically inherent with legacy approaches for the implementation and on-going support of investment data and analytics strategies.
Eliminate the overhead associated with remediating, normalizing and optimizing different vendor datasets before they can be put to use.
Reduce the lead time to start receiving benefits of an investment data and analytics strategy from potentially years to only minutes and with minimal startup investment.
Help take significant current expenses out of ongoing annual maintenance and support of existing legacy investment data and analytics capabilities.
Empower internal organizations and end clients with the benefits of a truly democratized investment data and analytics environment.
Facilitate increased competitiveness and enhanced client satisfaction levels in the global institutional investor marketplace.
With Investics' strong heritage in providing industry leading capabilities to the global institutional investor community over the past four decades, we can help clients achieve their own investment data and analytics vision and independence quickly, at low cost and at scale.
OUR PRODUCTS AND SERVICES
"Datasets that you offer are simple and easy to use and can be readily integrated into existing financial data that companies might be already using."
Standing for Data Aggregation Remediation Transformation Service, DARTS is an investment data marketplace offering analytics ready, plug and play data services in support of institutional investor community use cases. Through DARTS and the broader Investics Cloud Ecosystem (ICE), Investics can provide both standard off-the-shelf and custom data feeds built to the specifications of individual clients.
DARTS can facilitate the seamless integration across portfolio holdings and transactions (from over 120 financial institutions, accounting/trading systems and data warehouses), ESG measures, risk statistics, characteristics, industry benchmarks, security master, reference and other data.
Designed to deliver datasets ready for downstream software consumption (BI Tools, report writers, native cloud services, data lakes, data warehouses, databases and spreadsheets, just to name a few), DARTS normalizes content across different data sources and remediates common anomalies which can cause data to be misinterpreted, rejected, dropped, misaligned or require additional redundant manual steps to make the data usable.
A list of all publicly available Investics offerings (including free trials) is available in AWS Marketplace or by clicking here.
"Your platform performed best by far compared to other competitors with much longer history,"
Standing for Investics Cloud Ecosystem, ICE is targeted to provide clients with an investment data and analytics ecosystem which can fulfill the goal of delivering the complete investment picture with both data and functionality across the spectrum of performance measurement & risk analytics; including risk & return, portfolio structure, exposure, ESG, benchmarks, underlying supporting information (custody, accounting, holdings, transactions, cash flows and security reference), regulatory reporting and investment compliance. Capable of look-through to the lowest level of detail and accelerated or re-aligned lagged private investment data with ABOR to IBOR to PBOR transformation.
ICE provides cloud-based capabilities which can handle the smallest jobs of quickly integrating a new data source to an existing system, all the way to providing a complete investment data and analytics ecosystem. Data can be delivered to any of the major cloud providers' native services, as well as other non-cloud systems and software.
Each component of ICE can work independently or in harmony with each other. In fact, ICE will automatically flow DARTS subscription data, along with its metadata, straight through into a client's own (or an Investics hosted) ICE Bucket on the cloud in order to automatically stitch related data together (including holdings, analytics and reference data) in order to generate materialized views, data cubes (ICE Cubes) and data marts instantly connectable to ICE's value added data management capabilities, performance and risk calculation engines and visualizations to accommodate an almost unlimited set of use cases.
Investics Cloud Ecosystem (ICE) is available for subscription on AWS Marketplace by clicking here.
Investics provides managed services across different dimensions of the investment data and analytics continuum. From hosting ICE Bucket implementations on the cloud, assisting with the building and maintaining of clients' own data marketplace offerings and providing an industry leading performance and risk calculation service, all the way from the collection of accounting book of record information with the transformation to the appropriate investment accounting basis for rounding out to a full Performance Book Of Record (PBOR) service, Investics can provide a one-stop-shop.
"Took us from worst to first in one year and saved our pensions business."
Investics can provide assistance to firms who would like to find ways to liberate the value embedded in its data when connected with other value-added investment datasets. We can assist with envisioning, planning and implementing next generation, cost-effective enterprise-wide data strategies utilizing the latest in cloud-based big data technologies to deliver intuitive and dazzling online visualizations, analytics, data marketplaces offerings and reporting in order to empower your organization and bring competitive advantages and transformational efficiencies to your clients and your own internal operating models.
Investics is an InvesTech solutions provider located in Weston, Massachusetts on the outskirts of Boston and the rim of “America’s Technology Highway”. With over two centuries of experience across the Investics team in working with a number of the world’s largest financial institutions, fund administrators and global custodians, asset owners, asset managers, investment consultants and technology companies, Investics is uniquely qualified in the field of data and analytics for the institutional investment community with a particular focus on calculation, visualization and database technology leveraged for investment analytics including performance measurement, attribution, ex-ante & ex-post risk, universe comparison, benchmark and index construction, structural portfolio and style analysis, investment compliance and the underlying portfolio holdings, transactions, reference and vendor data.
If your organization is looking to finally get their arms around the collective data asset — and become data-centric in how you operate and compete — Investics can dramatically help you make that a reality in far less time and for far less expense versus a more traditional approach.
Imagine empowering your organization and bringing transformational efficiencies to your clients and internal operating models by delivering intuitive and dazzling online visualizations and analytics. Imagine doing this in a way that delivers benefits within months — not years — potentially saving your organization millions in both time and implementation costs.
No matter where you are in the process, it is worth a conversation. If your data team does not exist or if it is already well established. If you cannot afford the kind of investment in time and money a traditional data strategy can cost. Or, even if you do have the financial capacity and technical prowess but just want assistance. Investics can help you bring the promise of a modern investment data and analytics strategy to fruition.
Investics follows Environmental, Social and Governance (ESG) principles in how we operate and offer our products and services. Recognizing that data and analytics can be computationally and storage heavy in nature and carry a significant environmental impact, we can model, monitor and offset the carbon footprint of our platform capabilities in order to achieve environmental sustainability.
Ready to find out more about Investics?
Contact us at Investics and we will be glad to step you through the process of working together. Regardless of your business needs you will find that our experience can help you keep all of your data readily available and fit for purpose, in one place.