Sales & Marketing

Stand out in an increasingly competitive marketplace

Your team is responsible for selling your firm's strategies to institutional investors across the globe while trying to navigate an ever-changing landscape. Competition is fierce and differentiating your firm from your peers is critical to success. eVestment offers access to data and intelligence so that you can understand global market trends, evaluate how you look compared to their peers, differentiate from your competition and create professional marketing materials.

Interested in submitting your data to eVestment?

“The peer group analysis eVestment provides is key — trying to get information on your competitors is a tricky thing, and this is the best way to get as much information as we can.”

– Head of Consultant Relations, Global Asset Management Firm

Anticipate market trends

Assess the global competitive landscape in terms of what types of products are in or out of vogue based on the flow of institutional dollars. See what potential investors/consultants are shopping for and what attributes are driving their decision process.

Understand your competition

See your products as consultants and investors see them in the eVestment database. Evaluate how you compare against your peers as well as industry standard benchmarks. Build a better marketing message based on in-depth analysis which uncovers your competitive advantages.

Differentiate from your peers

Demonstrate your added value and understand performance in the context of actual holdings. View which of your holdings were top contributors and top detractors to your overall performance. Show investors how your selection, allocation and timing decisions affected performance.

Create custom reports

Customize client-ready fact sheets, presentations and reports by dragging and dropping tables, charts and narrative text blocks into one of many layout options in our Design Lab. Choose from a library of your saved or existing templates with the ability to customize and easily export your reports to PDF.

Learn How eVestment Can Help You Set Yourself Apart

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The Importance of Brand Awareness
Stay Ahead of the Curve