Information you can rely on for manager research and due diligence
“It was clear early on that eVestment could relate to us because they were in our shoes not too long ago as consultants themselves. It was like eVestment was reading the minds of consulting firms to make the process of gathering institutional investment data easier.”
– CIO, Ellwood Associates
Research and select managers
Screen across thousands of active investment vehicles and source new managers to add to your recommended list for your clients. Gain deeper insight into the true drivers of value to get the information you need for more effective due diligence on behalf of your clients.
Anticipate market trends
Identify which universes and asset classes are experiencing the largest inflows and outflows. Pinpoint managers in your client’s portfolios who are getting attention. If other consultants are also researching particular investment managers, this could indicate future inflows or outflows.
Construct and monitor portfolios
Build actual or hypothetical portfolios for analysis. Create composites that reflect historical allocation changes. Optimize portfolios using tools such as the Markowitz Efficient Frontier allocation model, Monte Carlo simulation, liquidity analysis and returns-based style analysis.
Create custom reports
Create made-to-order reports for your clients, investment committees, regulatory bodies and other stakeholders by dragging and dropping tables, charts and narratives into one of many layout options. Choose from a library of templates with the ability to customize and easily export.