eVestment Blog

16 Feb

New Sales Dashboards Help Unlock Competitive Advantages

As an institutional sales manager, you’re responsible for communicating the value of your firm’s products and selling to institutional investors and consultants. You’re also frequently on the road, meeting with clients and prospects and need relevant information quickly. When you’re not in meetings, you’re looking for reasons to keep in touch and start conversations with [...]
14 Feb

Five Ways to Capitalize on Valuable Intelligence

eVestment’s recent acquisition of Public Plan IQ gives clients access to over 10,000 searchable documents from U.S. public pensions, including fee disclosures, board materials/videos, meeting notes and minutes, annual reports, asset manager presentations, asset allocation documents and investment policies. This wealth of information is like having a seat at the boardroom table. How can you [...]
10 Feb

Hedge Funds Start 2017 on Positive Notes

Hedge funds continue to perform well out of the gate in 2017, following up strong performance in 2016, according to the just-released eVestment January 2017 Hedge Fund Performance Report. The industry started off 2017 with an average +1.16%, with more than 70% of hedge funds reporting positive results for the first month of the year. [...]
09 Feb

The Role of Alternatives in Institutional Investor Portfolios

Institutional investors and consultants are struggling to meet historical returns figures through traditional investments such as equity and fixed income and so have increased their allocations to alternatives. According to a 2016 study from Willis Towers Watson, the percentage of the allocations in a portfolio to alternatives has nearly tripled over the last 20 years, and [...]
08 Feb

Advantage Highlights Investor, Consultant Data Review Trends

Institutional investors and consultants in the United States and around the world appear to have a strong interest in equity investments. Eighteen of the top 20 institutional investment products reviewed on the eVestment database by United States based users in January were equity products, according to eVestment’s new monthly Advantage Investment Viewership Report. When viewed [...]
07 Feb

New Labs Community Lets Clients Influence eVestment Product Development

eVestment Labs is a new exclusive community forum accessible only by eVestment clients. The Labs Community within the eVestment platform evolved from the popular Innovation Lab at our annual EI3 client conference. This forum allows you to connect not only with your peers within our incredible client base, but also directly to the eVestment product strategy [...]
17 Jan

Hedge Fund Redemptions Top $100 Billion for 2016

Hedge fund assets remained above $3 trillion to end 2016, despite redemptions of over $100 billion, according to eVestment's Hedge Fund Asset Flows Report for December, Q4 and Year-End 2016. December marked the sixth month of outflows in the last seven and resulted in Q4 being the largest quarterly outflow from the industry since Q1 2009, [...]
12 Jan

Simplify Manager Document Collection and Distribution

During our research with consultant clients to better understand their due diligence and manager monitoring, we saw an opportunity to improve the process by which managers distribute key documents to consultants and investors. Consultants often request that managers provide them with documents such as Form ADV when performing initial due diligence, and will then request [...]
11 Jan

Did Investors Miss the Boat on Hedge Funds in 2016?

For 2016, the hedge fund industry returned +5.34%, according to the just-released eVestment December and Year-End 2016 Hedge Fund Performance Report. This is a significant rebound following a -0.72% aggregate return in 2015, which set the stage for investors during 2016 – unhappy with returns and chafing at hedge fund fees – to remove more [...]
09 Jan
Public Plan IQ

Top Docs Reviewed in 2016 Highlight Industry Trends

Public Plan IQ, an eVestment company that offers a SaaS-based, searchable platform providing access to public pension plan reporting and board documents, revealed its top 10 viewed documents for 2016. Traditional and alternative investment managers, consultants, placement agents, broker dealers and institutional investors all use Public Plan IQ to access the competitive intelligence of the [...]