SkillMetrics® | Unlocks full investor alpha by identifying and mitigating biases across multiple asset classes
Sharpening investment edge
Investment decisions are what makes each investor’s portfolio unique. SkillMetrics® ensures investors can leverage and optimise investment skills to increase performance and stand out.
By turning complex data into actionable insights, portfolio managers, Chief Investment Officers, and fund selectors sharpen investment skills, improve alpha and navigate markets with confidence and discipline.
From behavioural analysis to objective skill metrics, SkillMetrics® empowers professionals to take control, make deliberate changes, maintain the quality of their performance and demonstrate their unique edge to investors.
Ready to unlock your portfolio’s full potential?
What is SkillMetrics®?
SkillMetrics® goes beyond traditional metrics by turning existing data into powerful behavioural insights. It’s built for professional investors who want to understand what drives success and identify areas for improvement.
Key features and benefits:
Gives a comprehensive view of investment DNA
Analyses the behaviours and patterns driving investor strategy
Highlights manager strengths
Pinpoints core strengths to maximise what they do best
Mitigates investment bias
Identifies key behavioural biases and provides strategies to mitigate them
Boosts confidence
Increases confidence in strategy performance among managers and stakeholders
Identifies strategy deviations
Quickly detects deviations from strategy, enabling timely corrections
Leverages advanced AI
Harness the power of AI to support investment skill analysis and automate complex due diligence tasks
SkillMetrics® gives investors the clarity, precision and confidence to upgrade their decision-making and drive meaningful results.
Designed for financial leaders
SkillMetrics® is designed for financial professionals who demand clarity, precision, and discipline in their decision-making. Whether managing funds, leading an asset manager, overseeing institutional investments or promoting investment strategies, SkillMetrics® delivers the insights and tools they need to stay ahead in dynamic markets.
It is designed to elevate the performance of:
Asset managers: with detailed feedback to maintain track record quality and increase performance
Chief Investment Officers: to monitor and coach investment teams via data-driven feedback to enhance performance and asset growth
Fund allocators: to conduct thorough due diligence, identify biases and improve decision-making to protect portfolios
Sales teams: to strengthen client engagement with clear, data-backed narratives that differentiate their proposition and build trust
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Real Results
FAQs
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SkillMetrics® leverages advanced data analytics and behavioral analysis to provide insights into portfolio managers' decision-making processes. This helps identify behavioral patterns, measure investment skills, and optimise future decisions, leading to more informed and strategic investment choices.
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While performance attribution focuses on explaining the sources of returns, it doesn’t assess the repeatability of performance or how to improve decision-making. SkillMetrics® picks up where performance attribution stops, focusing on the quality of investment decisions and identifying the behavioural factors that drive performance consistency.
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The length of the history depends on the strategy type. SkillMetrics® focuses on identifying relevant investment decisions and patterns. For high-turnover strategies, a few months may suffice, while for low-turnover strategies, multiple years are often necessary to generate meaningful insights. A longer dataset typically enhances the relevance of the analysis, but SkillMetrics® can also focus on specific time periods as needed.
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The SkillMetrics® team is experienced in handling complex data from multiple sources. Typically, the onboarding process takes around two weeks, depending on the volume and complexity of the data provided.
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SkillMetrics® can integrate sustainability metrics, helping align investment decisions with sustainability objectives. The insights enable the combination of decision making process, purpose and financial outcomes.
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Clients typically see significant improvements in key metrics like hit ratio and alpha within three to six months, as SkillMetrics® refines decision-making and highlights areas for performance enhancement.
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SkillMetrics® is designed for portfolio managers, investment teams, senior management, fund selectors and distributors. Each cohort benefits by gaining deeper insights into decision quality, helping improve performance consistency, team management and client engagement.
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SkillMetrics® is designed to integrate smoothly with existing systems and processes. Our team handles the data processing and setup, ensuring minimal disruption to operations.
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SkillMetrics® excels at providing objective insights into decision-making skills, helping to uncover opportunities for growth and development. This unlocks enhanced investor performance through focused coaching and refined strategies, empowering each team member to reach their full potential.
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SkillMetrics® is flexible and can analyse a wide range of strategies across asset classes. Whether it’s equities, fixed income, or multi-asset strategies, the platform provides valuable insights into decision-making processes.
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SkillMetrics® offers customisable reports and insights tailored to the specific needs of each client’s portfolio and business objectives. This flexibility ensures that the analysis aligns with the team’s focus and investment style.
Empowering investors to take control of their portfolios
Helping investors play to their strengths. SkillMetrics® empowers them to make faster, smarter decisions that drive portfolio success.