eVestment partners with a number of top firms in the investment community. Several global consulting firms have chosen eVestment as their primary source of manager data. eVestment also works with leading industry service providers to offer holdings and returns-based analysis, retail mutual fund data, RFP management software and niche analytical software solutions.
Global Firms Rely on eVestment Data
Aon Hewitt Tool Evaluates Asset Managers Using eVestment Data and Analytics
Retirement and health benefit solutions provider Aon Hewitt says its launch of a new investment manager assessment and monitoring tool enables the manager research team of the firm’s investment consulting business to accurately and efficiently monitor, evaluate and rate more than 11,000 investment products across regions and investment strategies. The tool applies data and analytics from eVestment. Read More>
Frontier Partners with eVestment
Frontier Advisors is an independent Australian asset consulting firm focusing on superannuation and other investment fund clients. As a long-time client, Frontier has now partnered with eVestment to embed the eVestment database in Frontier’s Australian-based manager search process. Frontier has advised their clients that “timely and accurate data submission will better allow us to assess the merits of manager meeting requests and to expedite our ratings process.” Read More>
JANA Expands Use of the eVestment Platform
JANA is a Australian based consulting firm focused on providing traditional and implemented consulting advice to institutional clients, including corporate, industry and public sector superannuation clients as well as charities, foundations and endowment clients. JANA has been a long-time user of the eVestment tools for research on managers outside of Australia. JANA has recently advised their clients that they will be using eVestment also for Australian investment research and due diligence. JANA advises clients that their “goal is to minimise [periodic data requests from JANA] as our reliance upon eVestment increases.” Read More>
Implemented Investment Consultant LMG Emerge Announces Partnership with eVestment
Dutch implemented consultant LMG Emerge and global institutional manager selection database and analytics specialist eVestment join forces in a partnership that will further strengthen coverage of Emerging and Frontier Markets for both organisations. This partnership provides a strategic and timely solution for a new era in which best-of-breed local specialist asset managers are prepared to offer their skills to an international clientele of the most demanding institutional and high net-worth (including family offices) investors. Read More>
Nykredit and eVestment to Enhance Scandinavian Manager Research Offering
Nykredit is pleased to announce an exciting new landmark: a new partnership designed to further enhance its manager research offering. Our new partner, eVestment, is unparalleled in its provision of data intelligence and analytics in the institutional fund management arena and we believe that this partnership marks a significant step forward in Nykredit’s drive for excellence in the Scandinavian and wider European space. Read More>
Redington Partners with eVestment to Enhance Manager Research
Redington has announced an exciting new landmark: the creation of a partnership to further enhance its manager research. The new partner, eVestment, is unparalleled in its provision of data intelligence and analytics in fund management. Redington will use the eVestment Global Database, which is the most comprehensive dataset in the industry, to offer truly world class manager research to its clients. Read More>
Rocaton and eVestment Team Up to Streamline Investment Manager Data Collection
Rocaton Investment Advisors, LLC, a full-service investment advisory consulting firm based in Norwalk, Conn., and eVestment, a leading provider of institutional investment data analytics, announced an agreement under which eVestment will offer a new data collection platform that will streamline the collection of account-specific data from investment managers for Rocaton’s use in its work with clients. Read More>
“eVestment Analytics is always the first place we go when we want to get to know a manager or to know if we even want to take a meeting. Our response to managers who call us asking how to get into our database is to submit their data to eVestment.”
– CIO, Ellwood Associates
Data & Analytics Partners
Assette is a leader in cloud-based sales and client communications solutions for institutional asset managers. Asset managers use Assette software to integrate data from multiple systems and automatically generate client reports, marketing materials, input for manager databases and offer secure client portals. The result is error-free, consistent information across all external communications, produced in seconds. Assette has partnered with eVestment to provide fully automated data input for firms subscribing to eVestment Omni, eliminating the need to manually gather data input to Omni.
Barclay offers one of the fastest growing, most accurate and up-to-date hedge fund/fund of funds/CTA databases available. On a monthly basis, they strive to provide subscribers with the previous month’s performance for at least 90% of the funds that they follow. For more than 18 years, Barclay has maintained rigorous procedures for collecting and verifying data to insure a high standard of accuracy. In addition, Barclay is committed to increasing the size of the database, adding new managers to their Barclay Global Database on a daily basis. In addition, the company offers individual databases focusing solely on funds of funds and CTAs.
FactSet was founded in 1978 and has been publicly held since 1996. FactSet delivers insight and information to investment professionals through analytics, service, content, and technology. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE:FDS | NASDAQ:FDS).
Hedge Fund Research
Hedge Fund Research, Inc. (HFR) is a global leader in the alternative investment industry. Established in 1992, HFR specializes in the areas of indexation and analysis of hedge funds. HFR Database includes fund-level detail on historical performance and assets, as well as firm characteristics on both the broadest and most influential hedge fund managers. HFR has developed a detailed fund classification system that enables granular and specific queries for relative performance measurement, peer group analysis and benchmarking.
Lipper, a Thomson Reuters company, is a leading global provider of information and analysis to fund companies, fund boards, financial intermediaries, service providers and media organizations. Lipper’s quality analysis and research tools help their asset management clients to benchmark and evaluate fund performance and to market their funds.
MSCI is an independent provider of research-driven insights and tools for institutional investors with deep expertise in the areas of risk and performance measurement that is based on more than 40 years of academic research, real-world experience and collaboration with clients.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $185 billion in assets under advisement and management as of June 30, 2016. The company has operations in 27 countries.
Since 1992, MPI has harnessed the latest in quantitative thinking to create practical applications for investment management practitioners and organizations. Seeing great potential in Nobel laureate Bill Sharpe’s concept of returns-based style analysis (RBSA), MPI’s founders built the industry’s first commercial application for RBSA. Since then, MPI has created a full platform of quantitative and reporting solutions that utilize patented models and proprietary techniques. Seeing investors’ need for greater precision and transparency – especially in complex and often opaque strategies and products, such as hedge funds – MPI created its patented Dynamic Style Analysis (DSA), a predictive and adaptive model that has revolutionized RBSA. This inventive spirit has come to define the company and motivates us to find solutions for the benefit of our clients and the industry.
Style Research is a global independent investment research firm specializing in institutional-strength holdings-based Style, Structure, Risk and Performance analysis of funds and markets for investment professionals and fiduciaries. The company was formed in 1996 and, with offices in London, Boston and Montreal, and representatives in Europe and South East Asia, currently serves a client base of over 250 international investment institutions in 24 countries. Clients include investment managers, pension fund consultants, plan sponsors, multi-fund and fund of funds managers, private client firms, sovereign wealth funds, investment advisors, rating agencies, and investment custodians. Style Research balances institutional-strength analytics with objective and transparent insights which are easy to use and communicate.