Investment Metrics, LLC Acquires InterSec Research

(DARIEN, CT – October 10, 2013) – Investment Metrics, LLC (
a leading provider of investment performance analytics and reporting solutions for institutional investors and advisors, today announced that it has acquired InterSec Research, the industry’s leading provider of business intelligence services to institutional asset management firms, previously a wholly-owned subsidiary of Commerce Holdings, LLC.

With the acquisition, the newly combined firm will expand Investment Metrics’ proprietary technology solutions with the exclusive insights of InterSec Research to further enhance the investment research and reporting solutions it provides to asset managers, asset owners, investment consultants and advisors. Customers will benefit from additional content and business intelligence across the entire suite of research and reporting solutions through an interactive, partnership approach that is reinforced by both firms’ experience and culture.

“This acquisition represents a partnership between two firms whose global investment analysis and research offerings truly complement each other with a mutual commitment to offer powerful yet simple solutions to the investment community,” said Sanjoy Chatterjee, CEO, Investment Metrics. “Investment Metrics’ goal has always been to provide solutions that are focused on helping our clients interpret information by mining large data sets for objective investment decisions. The synergies of this acquisition are consistent with meeting the expectations set by our clients. We are also looking forward to leveraging InterSec’s global research expertise and strong relationships with asset management firms to expand our services and reach new markets.”

“InterSec Research has built its reputation around the ability to offer clients a deep understanding of global and emerging markets to provide clarity into where institutional assets are moving and why. Joining the Investment Metrics team is a natural fit for us, because of our shared focus on providing our customers with high quality investment research solutions,” said Sean McCoy of InterSec Research.

Brendan Cooper of InterSec Research added, “Our firm’s breadth and depth of research and analysis combined with Investment Metrics’ investment analytics and client reporting platform will give the investment community an independent and indispensable investment research solution.”

Investment Metric’s acquisition of InterSec Research will strengthen the former’s proprietary technology solutions with the latter’s exclusive research and insights. Investment Metrics’ flagship product, PARis (performance analysis and report information system) is a fully-integrated, turn-key investment analytics and client reporting platform that delivers performance measurement, risk attribution and streamlined, customized presentation-quality reports in one easy-to-use system.

To find out more about Investment Metrics solutions for the investment management community, please contact Scott Bugbee, Director of Business Development at (508) 530-3169 or visit

About InterSec Research
InterSec Research was established in 1975 and was the first firm to begin tracking tax exempt U.S. institutional cross-border assets. In the early 1980s, InterSec expanded its asset tracking and asset manager consulting services to include performance measurement. Shortly thereafter, these services were complemented by peer group universes and comparative sector and country attribution reporting. Since that time, InterSec has continued to expand its performance analytics capabilities and currently offers a variety of value-added services, from bi-annual market trends reporting and in-depth performance reviews to independent industry research. While international investment vehicles continue to evolve, InterSec still remains the industry’s leading provider of global institutional performance analytics and fund flow information.

About Investment Metrics, LLC
Based in Darien, CT, Investment Metrics ( is an independent provider of investment performance analytics, manager research and reporting solutions for institutional investors and advisors. Built by institutional investment consultants for investment professionals, our solutions include PARis (performance analytics and reporting), InvestWorks (manager search and due diligence), EQuest (manager data portal), peer universe data and outsourced reporting services. Our clients include global investment consulting and advisory firms, advising to approximately US $3 trillion in assets. For additional information, please visit or call (203) 662-8432.

Leave a Reply

Your email address will not be published. Required fields are marked *