Commentary

17 Apr

Investment Consultants Weigh in on Client Concerns and Advice for Asset Managers

Some $5 trillion in assets under advisement were represented when executives from three leading consulting firms took the stage at eVestment’s recent EI3 conference in Atlanta. This year’s panel included Greg Allen, CEO, President and Chief Research Officer of Callan, John Hartman, Managing Director, Business Development for Rocaton, and Deirdre Nectow, Managing Director and Director [...]
13 Apr

Changing Dynamics in the Canadian Institutional Investment Landscape

While relationships between market participants remain important, Canadian investors are increasingly looking for data and solutions to maximize their manager selection process. Earlier this year, eVestment held our first Canadian Forum, bringing together investment consultants, asset owners and asset managers for a discussion on trends in Canada’s institutional investment landscape. The panel featured Roderick Gomez [...]
12 Apr

The Evolution of ESG in the Institutional Space

Asset managers hoping to gain traction with consultants for their Environmental, Social and Governance (ESG) strategies need to be aware of the field’s evolution when crafting presentations and written responses, according to Reino Ecklord from NEPC and Cambridge Associates’ Kelley Shepherd. Intent Versus Exclusion Speaking at eVestment’s recent EI3 conference in Atlanta, both Ecklord and [...]
28 Mar

EI3 Conference Explores Theme of Disruption in the Institutional Investment Industry

eVestment’s third annual client conference, EI3, last week brought together over 300 institutional asset managers, investors and consultants from more than 230 different firms for a three-day exploration of disruptive challenges facing our industry. Asset manager attendees represented over $34 trillion in assets under management, while consultant and investor client attendees represented over $16 trillion [...]
22 Mar

Private Markets Fundraising Workshops – Key Takeaways Recap

<5 Min Read In early March, private markets professionals joined eVestment in New York and Chicago for our private markets fundraising workshops. These brief sessions explored new eVestment research findings on investor and consultants’ due diligence practices, and offered practical advice on locating and utilizing sources of market intelligence to overcome challenges and capitalize on [...]
23 Feb

Four Ways to Maximise GDPR Readiness with Fund Manager Databases

The European Union’s General Data Protection Regulation (GDPR) comes into effect in less than 100 days’ time, and many asset managers will be racing to comply with this latest regulation to hit the industry. GDPR will regulate the processing of personal data and protection of individual privacy rights, including business contact information. Much of the [...]
20 Feb

Looking Beyond Performance During Manager Selection

Despite the increasing influence of passive strategies, more than a quarter of the biggest institutional investors are planning to increase allocations to active managers and 60 percent are planning to leave allocations unchanged, according to a recent Blackrock study highlighted by the Financial Times. As the search for alpha is driving investors to seek active mandates, performance [...]
15 Feb

eVestment Canadian Forum Explores Institutional Investment Trends

eVestment recently held a Canadian Forum where investment consultants, institutional asset owners and asset managers came together to explore current trends and gain fresh insights into Canada’s institutional investment landscape. Highlights from the trends update: Equity universes drew the most profile reviews from Canadian investors The most-viewed universes saw the most outflows Emerging markets universes [...]
25 Jan
Reporting Design Lab PowerLink

Private Equity No. 1 Choice for U.S. Public Pensions in 4Q

U.S. public pension plans announced 121 new commitments to private equity in the fourth quarter, according to the latest data from eVestment, the global leader in institutional investment data and analytics. This is down from the 124 private equity commitments U.S. public pensions announced in Q3, but still enough for private equity to be by [...]
18 Jan

Five Tips for Successfully Using Fund Manager Databases

Screening on a fund manager database is the first step of the manager selection process, enabling investors and consultants to narrow down a large universe of strategies to a more manageable list to research in more detail. It is the foundation of investment decisions, but if done too hastily, it can create bias and limit [...]