Commentary

02 Jul

Using Institutional Data to Evaluate M&A Opportunities

Investment professionals, financial executives and mergers and acquisition execs are increasingly using “alternative” data to get a competitive edge. Satellite images of shopping center parking lots, trucking schedules, mobile phone usage patterns and more can offer insights that create an edge in finding investment opportunities, vetting acquisition targets and closing deals. eVestment clients are increasingly [...]
29 Jun

Capturing Opportunities in China with Investment Databases

Asia offers investors some of the biggest investment opportunities for the future. That was one of the key takeaways from the recent FundForum conference in Berlin, the largest gathering of investment management professionals in the world. The opening day of the conference explored the theme of ‘global power shifts’ with economist and broadcaster Linda Yueh, who [...]
24 May

Institutional Asset Owners Becoming More Intentional About ESG Investing

Interest in Environmental, Social and Governance (ESG) investing has grown dramatically as asset managers have raced to market with new strategies and approaches. Asset owners face a different set of challenges and opportunities as they respond to increasing interest in ESG from both participants and providers, as Reino Ecklord from NEPC and Cambridge Associates’ Kelley [...]
16 May

How Family Offices Can Leverage Relationships and Data to Maximize Returns

According to a recent report from Capgemini, the assets under management of family offices in the U.S. alone has grown to about $1.2 trillion AUM. This means the importance of family offices in the institutional ecosystem continues to increase, and also helps family offices have more bargaining power with managers when it comes to fees, [...]
10 May

Top Considerations for Asset Owners Deliberating Outsourced CIOs

Asset owners considering the transition from using consulting firms in an advisory role to a fiduciary role heard from representatives of three leading OCIO firms at eVestment’s recent EI3 conference in Atlanta. Brian Binkley from Vanguard, T.J. Kistner from Segal Marco Advisors and Aon’s Mike Sebastian covered similarities and differences between the two approaches and [...]
08 May

Key Themes for Asset Managers Looking to Gain Share with OCIOs

Demand for investment solutions by outsourced CIO (OCIO) firms have kept pace with soaring OCIO assets under management. But asset managers may find OCIO expectations different than traditional asset pools and revising marketing and sales techniques may be required. Three OCIO representatives spoke at eVestment’s recent EI3 conference in Atlanta: Vanguard’s Brian Binkley, T.J. Kistner [...]
03 May

How Asset Managers Can Use Data to Identify Growth Opportunities

With competition getting fiercer than ever, institutional asset managers are increasingly using data to identify new growth paths. During eVestment’s recent EI3 conference, Peter Laurelli, Global Head of Research and John Molesphini, Global Head of Strategic Engagement, presented several examples of how asset managers can “look within the numbers and the data” to find trends [...]
02 May

Assessing Alpha in Private Equity Returns with Public Market Equivalent Analysis

With private equity experiencing strong distributions in recent years (figure 1), investors have been quick to re-invest to maintain target allocation goals and also capture future returns. This is evidenced by the strong fundraising environment – PEI reported that 2017 global private equity fundraising totaled $411bn, the highest annual total since 2008. Figure 1. 2000 [...]
25 Apr

European Asset Managers Must “Disrupt or Be Disrupted”

Fund managers should disrupt their sales and marketing efforts or risk losing business to nimbler, data-driven firms, said industry leaders during eVestment’s 2018 European Manager Conference in London last week. eVestment has seen steady growth in adoption by the institutional investing community. Today, asset owners and consultants with a combined $38.4 trillion of assets owned [...]