Investment Data Management & Pension Data Analytics

Asset owners carry the responsibility of delivering long-term performance while upholding fiduciary standards. We help you rise to that challenge with comprehensive pension data management, investment analytics, and reconciled investment data you can trust.

Enterprise-Grade Investment Analytics Without the Complexity

Whether managing a single plan or overseeing dozens of managers, FinMason's investment data management platform lets you analyze thousands of portfolios instantly — from pension data down to individual securities — with consistency and accuracy.

  • Deep Investment Insights: Analyze thousands of portfolios across all asset classes — including alternatives — with institutional-grade analytics.
  • Consolidated Reporting: Aggregate data from multiple custodians and managers into one consistent, unified view.
  • Scalable Data Infrastructure: Ingest, normalize, and reconcile data from any source with a platform designed to evolve as your needs grow.

Drive Better Oversight, Insights & Accountability

  • Portfolio Risk Analytics & Monitoring: Stay on top of exposures, stress scenarios, and performance attribution with portfolio risk analytics.
  • Pension Data & Governance Reporting: Create standardized pension data reporting frameworks for fiduciary oversight.
  • Reconciled Investment Data: Pull investment data from disparate sources, aggregate, and reconcile it for consistent investment data management.