Financial Advisors

Institutional data you need to inform client portfolio decisions

eVestment has been offering data and analytics to the institutional investment community for over 16 years. If you are a financial advisor with significant institutional business or serve high-net worth clients who need access to separate account or alternative funds, you can now leverage the same insight as the “smart money” with advanced tools to assess the market.
Financial Advisors

“eVestment is an extensive analytics tool that, when used in tandem with meetings, can be very powerful for assessing, analyzing and rating investment managers.”

– Senior Portfolio Strategist, Investment Consultant Firm

Access institutional-grade strategies

Gain access to strategies not typically available through retail channels. With thousands of institutional-grade strategies, including separate accounts, hedge funds, mutual funds and ETF strategist funds, you can ensure you will be presenting your clients with the strongest global options.

Research and screen managers

Look past the headline numbers and 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. Verify investment philosophies by seeing if managers are staying true to their style.

Construct and analyze portfolios

With powerful portfolio construction and analysis capabilities, you can accurately reflect your clients’ allocations over time along with balancing preferences. Model allocation changes to portfolios, assess risk and simulate likely outcomes.

Create custom reports

Our reporting tool lets you further demonstrate your approach to your client’s financial health. Our library of templates makes it easy for you to customize reports with your logo and brand colors, as well as include specific charts and firm narratives.

Learn How You Can Better Assess The Market