Commentary

21 Aug

Study Highlights Benefits, Challenges of Brand Awareness in Asset Management

Brand awareness is not just important for sodas, stores and celebrities. Even in the world of institutional investment management, a strong brand can have big benefits. eVestment data shows that asset managers with both high firm and product awareness realize growth as much as 20.3 times that of firms with low awareness, but achieving those [...]
16 Aug

Survey Confirms Increase in GIPS Compliance, Verification

A just-released survey of institutional asset managers, consultants and investors confirms compliance with the Global Investment Performance Standards (GIPS®) is on the rise, with 84% of asset managers responding saying their firms are GIPS compliant. This is up from 72% who claimed compliance in 2014, the last time eVestment and consulting firm ACA Compliance Group conducted [...]
14 Aug

Analyzing Investor Sentiment Around Rising Interest Rates

Institutional investors are facing the task of navigating global central bank policy shifts and their effects. In U.S. markets, this has resulted in a flattening yield curve and heightened awareness and anticipation of a U.S. rising rate environment. Using eVestment’s Public Plan IQ, Advantage and Asset Flows solutions, we analyzed the actions that U.S. public [...]
08 Aug

How to React to a Changing RFP Process

Request for proposals (RFPs), as part of your distribution strategy, are an opportunity to impact the presence you want to project to the marketplace. The RFP process in the institutional investment space has changed drastically over the past five years. There are now more RFPs than ever, longer, more in-depth RFPs and improved technology for [...]
19 Jul

Investment Database Marketing: Best Practices for Success

In recent years, we have seen a significant shift in how institutional investors and consultants are using investment databases for manager selection and research as open calls for RFPs have become less common. You should consider your database profile to be a comparable resume for your strategy and your firm. While investment database marketing has [...]
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 [...]