eVestment Blog

06 Nov

The Impact of the AIFMD on Private Equity Transparency

ALFI’s US Roadshow was passing through Boston this week, so I took advantage of a seminar so close to home and attended on Monday. If you’re not familiar with ALFI, find out more about them here. The seminar was very informative and featured discussion on the Alternative Investment Fund Managers Directive (AIFMD), which was causing […]

08 Oct

Five Things Hedge Funds Can Expect in the Institutional Market

So you’ve decided to jump into the institutional market. Now what?  The institutional investor is attractive to hedge funds for many reasons — “stickier” investments and larger allocations, to name a couple. But the institutional investor is a much different audience than the high net worth clients you might be used to. They come with […]

07 Oct

The 5 Worst Mistakes in a Track Record

Spending 15 years of my career as an investor into private equity at SL Capital Partners, it’s fair to say I’ve analyzed a few track records of fund managers throughout Europe and North America. During this time, I saw countless errors, omissions, and questionable methodologies. Here are, in my opinion, the worst five. 1. The […]

23 Sep

The Power of Good Track Record Analysis

People often quote the three P’s of private equity due diligence, People, Process and Performance. The last one, Performance, is usually captured in the track record; that historical document, usually in spreadsheet format, containing columns and columns of numbers. Some investors choose not to drill beyond the headline performance figures for reasons such as, it’s […]

26 Aug

Going Behind the Scenes of the Technology Department at eVestment

Ever wonder about the technology behind eVestment software? Our own Mitchell Johnson, CIO for eVestment, was recently interviewed on the technology that makes up the backbone for the eVestment suite of solutions. Read on for unique insights on our recent acquisitions, cool technology solutions that empower our platform and more. Be sure to also check […]

12 Aug

The Coming Evolution of Hedge Fund Transparency

The following Expert View appeared in July/August issue of Engaged Investor magazine.   The institutional investment community is operating in a time where real rates of return required to keep pace with future liability assumptions means having to accept greater risk while not having the latitude to accept greater losses. In response, alternative investments, including […]

06 Aug

Introducing Accurate Performance Attribution

Twelve years ago, I began work on holdings-based style classifications and attribution analyses. Not because the world needed more per say, but because it needed to be better. I wanted to provide attribution analysis that got the benchmark right, rather than being limited to standard indexes, because if the benchmark is wrong all of the [...]
14 May

Five Best Practices for Attracting Investors Using Consultant and Third-Party Databases: Part 3

As a marketer of institutional investment products, you no doubt need to rely on consultants to spread the word about your offerings, which is why contacting consultants and analysts makes the list of our five best practices for attracting investors using consultant and third-party databases. Checking and double-checking database submissions is also a necessary step. […]

29 Apr

Five Best Practices for Attracting Investors Using Consultant and Third-Party Databases: Part 2

In this series, we cover the five best practices for attracting investors using consultant and third-party databases. If you are just joining us, check out the first post to catch up. For returning visitors, let’s jump in to #2 and #3 on the list. #2 Be conscious of deadlines  A large percentage of database deadlines […]

25 Apr

Five Best Practices for Attracting Investors Using Consultant and Third-Party Databases

The importance of databases is undeniable — they effectively serve as your resume to the institutional investing world. In terms of eVestment users, for example, over 80 percent of the top consultants as ranked by assets under advisement (AUA) by Pensions & Investments use the eVestment global database for evaluating and awarding mandates.* In addition, […]