Please use the buttons below to quickly locate applicable content.
Effective Date: January 1, 2020
eVestment, LLC and its affiliated entities (together, “eVestment”) are wholly-owned subsidiaries of Nasdaq, Inc.
As a global financial services and technology provider and self-regulatory organization, Nasdaq is committed to protecting Personal Data and complying with applicable privacy requirements in a trustworthy, transparent and responsible manner.
Information about how this policy applies to our global company
Information we collect about you
How we use your information
We may use your information to: provide services; respond to inquiries and provide client support and technical assistance; communicate with you; improve, develop, provide content for, operate, deliver and market our products, service or Sites; implement social networking features; comply with our company policies and procedures and with applicable law; ensure proper and authorized use of the Sites; perform Site tracking and analysis; and as otherwise permitted by applicable law.
How we share your information
We may share your information: with our business units, affiliates, subsidiaries, business partners, clients, service providers, and/or your representatives; when we believe necessary to protect or enforce our rights or the rights of another user; and as otherwise permitted by law. We do not sell or share information that you provide through our Site with non-affiliate third parties so that they can independently market their own products or services to you, unless we have explicitly given you the option to opt-in to such disclosures.
Your rights regarding your information
We provide you with the opportunity to be informed of whether we are processing your information and to access, correct, update, oppose, delete, block, limit or object, upon request and free of charge, to our use of your Personal Data to the extent required by applicable law.
We may transfer your information outside of your home country. To protect such information, any such international transfers will be made in accordance with applicable law.
Retention of your information
We retain your information to fulfill the purpose for which it was collected, comply with record retention requirements that apply to our business and where required to address legal or compliance matters affecting the information.
Cookies and similar technologies
If you choose to refer an individual to learn about our products or services, to explore a business relationship with us or to use our Sites, we will ask you for the individual’s name and email address for us to send your friend a one-time email to invite him/her to access the specific Site.
Links to other websites
Our Sites may contain links to other websites or services that are not owned or controlled by eVestment or Nasdaq, including links to websites of our advertisers, sponsors and partners.
Information about How this Policy Applies to our Global Company
- eVestment’s contract for delivery of products or service prescribes different terms and conditions for the processing of your Personal Data;
- eVestment is delivering products or services as a data processor, in which case the contractual terms and conditions between eVestment and the data controller/contracting party shall govern;
- Applicable law imposes different processing or privacy requirements on your Personal Data.
Information We Collect from You or Your Representative
We only collect information from you or your representative (such as your employer) or about you that is reasonably necessary for us to provide the relevant product or service, business relationship and/or communication, consistent with the nature of such product, service, relationship or communication. Based on the specific products, services, business relationship or Sites involved as well as requirements under applicable law, we may collect the following categories of personal information (“Personal Data”) from you or your representative:
- Email address;
- Social media username;
- Telephone number;
- Mailing address;
- Title or Position;
- Business contact information;
- Employment Status;
- Career or professional history, educational background and professional qualifications;
- Your recorded voice (when you are advised in advance of the recording);
- Username and password; and
- Any other Personal Data you or your representative volunteers on or provides access to via any or our Sites and/or any eVestment or Nasdaq community forum, social media offering or blog.
We may also automatically collect the following categories of information from devices (e.g., mobile, computer, laptop, tablet) used to visit or use our Sites or that receive HTML-formatted email messages (“Device Information”):
- IP address;
- Device identifier;
- Log files;
- Clear gifs;
- Pixel tags and similar technologies;
- Flash LSOs; and
- Other information as described in our Cookies Policy, available at www.evestment.com/cookie-policy/.
Certain Device Information may be deemed Personal Data in accordance with applicable law. Personal Data and Device Information are collectively referred to as “information.”
Information that We Collect About You
Based on the specific products, services, business relationship or Sites involved (as well as requirements under applicable law), we may collect the following categories of Personal Data on our own or from third parties about you:
- Information about you available in news feeds, exchange data feeds and other public data sources (including the public internet);
- Information provided by relevant regulators, government agencies and non-government credentialing or professional organizations;
- Information related to your status under economic sanctions, anti-money laundering and similar laws or other information that may impact our ability to engage in business with you or a company at which you are an employee, officer or director, or significant shareholder;
- Information that you, your employer or other representative make publicly available via your personal or company website or in social media profiles;
- Information related to your professional activities (such as consulting to public retirement funds) that is contained in documents released by a governmental body under Freedom of Information Act, State open records laws, Open Government License or similar laws and regulations;
- Information from event organizers for events that you have attended;
- Information from companies providing professional contact information to their customers/subscribers; and
- Other Personal Data to the extent permitted by applicable law and reasonably necessary for the performance of our business obligations, compliance with laws applicable to our business or pursuit of our legitimate business interests.
How We Use Your Information
The following is an overview of eVestment’s purposes for processing Personal Data. Often due to the nature of the product or service involved or the context in which the Personal Data is used, it will be apparent how we intend to use the information. Additional information about processing related to a particular product or service may be separately posted on the relevant Site or contained in the applicable terms and conditions.
We may use the information we collect for the purposes identified below. To the extent required by applicable law, each purpose for the processing of Personal Data is substantiated by one or more lawful bases for processing. Unless otherwise identified with respect to a particular product or service, our processing is done based on one or more of the following:
|Purpose of Processing||Bases for Processing|
|Provide you (or your employer/represented company) with our services and products and communicate with you about your (or your employer’s/represented company’s) account or use of our products, services and/or Sites||
|Monitor for security threats and fraud involving the use of our products, services, Sites or physical facilities||
|Register or establish an account for you (or your employer/represented company) as a client||
|Register you (or your employer/represented company) to receive services or information through one or more of our Sites||
|To the extent permitted by applicable law, identify you (or your employer/represented company) as a prospective client for products or services and provide you with relevant information and/or invitations to events||
|Manage our relationship with you (or your employer/represented company) as a client, business prospect and/or information recipient||
|To pursue or enforce our legal rights related to our business, products, services or Sites and/or defend against claims made against us||
|Communicate with you (or your employer/represented company) about your (or your employer’s/represented company’s) account or use of our products, services or Sites||
|Create informational materials and statistical extracts for our products and services||
|Develop, provide content for, operate, deliver, and market our products, services and Sites||
|Improve the quality of our Sites and tailor them to your preferences||
|Implement social networking features you have activated (e.g., Facebook “Like” button and LinkedIn integration)||
With respect to situations where we process Personal Data based on our legitimate business interest, reflecting that we are generally a business-to-business product and service provider, we typically collect and process limited Personal Data about corporate client points of contact and individuals acting in their professional capacities as part of our overall effect to reduce the privacy impact on individuals. To the extent required by applicable law, you have the right to object to our processing of your Personal Data where the legal basis for our processing is a legitimate interest. Where our processing of your Personal Data is based on your consent, you have the right to withdraw your consent at any time. Click here to learn more.
We also use your information for compliance with our company policies and procedures, for accounting and financial purposes, and otherwise as required or permitted by applicable law. If you do not provide us with information as described above, we may not be able to fulfill the applicable purpose of collection, such as completing a contemplated transaction, responding to your queries or providing access to our Sites to you.
eVestment does not engage decision-making based solely on automated processing of Personal Data, including profiling, which produces legal effects concerning an individual or similarly significantly affects an individual.
How We Share Your Information
From time to time, to the extent permitted by applicable law and subject to any contractual limitations on sharing Personal Data set forth in a relevant contract for products and services, we may share your information with our affiliates, subsidiaries, business partners, clients (such as where we process your Personal Data in connection with your role with your employer), third party service providers and authorities in the following circumstances:
- Affiliates, Subsidiaries, Business Partners and Clients. We may share your information with our affiliates (including other Nasdaq business units), subsidiaries, business partners, and clients in the US and worldwide for purposes identified above. A list of eVestment offices by country is posted at https://www.evestment.com/contact/. A list of Nasdaq’s offices by country is posted at http://business.nasdaq.com/discover/nasdaq-locations/index.html. To the extent required or permitted by applicable law, by visiting or using our Sites or otherwise providing us with your information, you consent to this sharing of your information. Where such consent exists, to opt-out of such sharing, please contact us via email at firstname.lastname@example.org or at the location in the Contact Us section below.
- Service Providers. We may share your information with third parties who perform functions on our behalf (e.g., hosting or operating our services or Sites, sending email marketing communications, or data analysis). We do not authorize these third parties to use your information for purposes other than for which it has been provided, and we do not authorize these third parties to disclose that information to unauthorized parties. We require these third parties to maintain appropriate security to protect your information from unauthorized access or processing.
- As Required or Appropriate by Law. We may disclose your information to regulatory authorities, courts, and government agencies where we believe that doing so would be in accordance with or permitted or required by any applicable law, regulation or legal process, to defend the interests, rights, and/or property of eVestment, Nasdaq or others, or to respond to emergencies.
- Business Transfers. We may transfer your information to a third party in the event of any reorganization, merger, sale, joint venture, assignment, transfer or other disposition of all or any portion of our business, brands, affiliates, subsidiaries or other assets. To the extent permitted by applicable law, we may share information with a prospective buyer or transferee of the business as part of the diligence process provided that we require any such third party to maintain the confidentiality of your information and protect it with appropriate technical and organizational security measures.
We may share your information with other third parties as directed by you or subject to your consent. We may also share and otherwise process aggregated information or de-identified information that does not identify you individually with other third parties. We also use this aggregated or de-identified information for eVestment’s and its affiliates’ various business purposes, including the creation and sale of other products and services to our clients and potential clients. This aggregate or de-identified information is not traceable to any particular client or user and will not be used by a third party to contact you.
We do not share, sell, rent or trade the personal information you provide through our Site to our service providers or business partners for their own direct marketing purposes, unless we have explicitly given you the option to opt-in or opt-out of such disclosures. The foregoing restriction does not apply to information provided by those firms voluntarily contributing data for inclusion in our databases and other data products. For more information on data contribution, please click here.
We process Personal Data within the scope of our marketing and market segmentation. With market segmentation, we mean that we categorize our client base based on professional affiliations and functions, alignment with our services and products and information gathered from public sources of information. For clients or users of our Sites, we may also use information gathered from your use of our products, services and/or Sites for marketing purposes.
You always have right to request that we stop using your Personal Data for direct marketing purposes. To the extent required by applicable law, you have the right to object to the processing of your Personal Data based on a legitimate interest as legal basis. You also always have the right to withdraw your consent at any time when we need your consent in order to process your Personal Data. If you withdraw your consent, you will no longer receive information and offers that are tailored for you. Click here to learn more.
If you no longer wish to receive marketing communications from eVestment, you may opt-out of receiving marketing-related emails by: (1) using the unsubscribe method provided in our communications; and (2) updating your preferences in the “Manage Preferences” section of our Sites (which is also included as a link in our communications). You also have the right to object our use of your personal information for direct marketing and in certain other situations (in accordance with applicable law) by contacting us at email@example.com. If you are having difficulty unsubscribing from our email marketing communications using the above methods, please contact us as at firstname.lastname@example.org.
We will try to comply with your request as soon as reasonably practicable as required by applicable law. Please note that we may need to retain certain information for recordkeeping purposes, to complete any transactions that you began prior to your request, or for other purposes as required or permitted by applicable law. In addition, please note that even if you opt-out of receiving marketing communications from one or all of our Sites, we may need to send you service-related communications.
Your Rights Regarding Your Personal Data
To the extent required by applicable law, in our capacity as the controller of your Personal Data, we will also provide you with the opportunity to be informed of whether we are processing your Personal Data and at any time to access, correct, update, oppose, delete, block, limit or object to our use of your Personal Data. The foregoing rights will be afforded to you free of charge (except to the extent that your requests are manifestly unfounded or excessive, in which case, we may charge an administrative fee or refuse to meet your request). Please note that legal obligations that apply to our business may prevent us from immediately deleting parts of your information. To exercise your rights, please contact us as detailed below.
To prevent fraudulent activity, we may require you to authenticate your identity when you contact us. We will try to comply with your request as soon as reasonably practicable and within timeframes required by applicable law. Please note that in some instances, due to the nature of the information that we receive, we may require you to provide additional information that will help us identify which information is yours. For requests subject to the European General Data Protection Regulation, we will respond to your request within one month of our receipt of it. We may extend this period by two further months taking into account the complexity of your request or the number of requests that we have received; we will inform you of any such extension within one month of receiving your request along with the reasons for the delay and information about your right to file a complaint with the supervisory authority.
The following sets out a summary of your rights to the extent that your Personal Data is processed subject to the European General Data Protection Regulation:
- Right to access, rectification, erasure and restriction of processing. You have the right to request:
- Access to your Personal Data. This means that you have the right to request information on our use of your Personal Data. You also have the right to request a copy of the Personal Data being processed at no cost. However, we may charge you a reasonable administrative fee to provide you with additional copies of the Personal Data. If you make your access request by electronic means such as email, we will provide you with the information in a commonly used electronic format.
- Rectification of your Personal Data. We will at your request, or at our own initiative, rectify, anonymize, erase or complement Personal Data that you or we discover is inaccurate, incomplete or misleading. You also have the right to complete the Personal Data with additional data if relevant information is missing.
- Erasure of your Personal Data. You have the right to request that we erase your Personal Data if we no longer have an acceptable reason for processing the data. Given this, erasure shall be made by us if:
- the Personal Data is no longer necessary for the purposes for which it was collected;
- we use your Personal Data with your consent and you withdraw your consent;
- you object to the processing of your Personal Data based on our legitimate interest and there is no overriding legitimate ground for the processing;
- the Personal Data has not been lawfully processed;
- we are required to erase the Personal Data due to a legal obligation; or
- you are a child and we have collected the Personal Data in relation to the offer of information society services.
However, there might be requirements under applicable law, or other compelling reasons, that prevents us from immediately erasing your Personal Data. In such case, we will stop using your Personal Data for any other reasons than to comply with the applicable law, or the relevant compelling reason.
- Right to restrict processing: This means that we temporarily restrict the processing of your Personal Data. You have the right to request restriction of the processing when:
- the processing is unlawful and you do not want the Personal Data to be erased;
- as data controller, we no longer need the Personal Data for the purposes for which it was collected, but you require us to retain the information for the establishment, exercise or defense of legal claims; or
- Right to object to processing. You have the right to object to the processing of your Personal Data based on our legitimate interest. If you object to such processing, we will only continue with the processing if we have a compelling legitimate reason for the processing that outweighs your interest, rights or freedoms, or if continued processing is necessary for the establishment, exercise or defense of a legal claim.
- Right to portability. You have the right to receive certain of your Personal Data in a structured, commonly used and machine-readable format and have the right to transmit those data to another controller. You only have this right when your Personal Data is processed by automated means and our legal basis for the processing is performance of a contract between you and us.
- Right to lodge a complaint. You have the right to lodge any complaints regarding our processing of your Personal Data with the supervisory authority.
Security of Your Information
We take reasonable technical, administrative and physical security measures to protect your information, including applying generally accepted industry standards to protect the information submitted to us during transmission and once we receive it. However, no method of transmission over the Internet, or method of electronic storage is 100% secure, so we unfortunately cannot guarantee absolute security. If you have reason to believe that your interaction with us is no longer secure (e.g., if you feel that the security of any account you might have with us has been compromised), please contact us immediately as detailed under the “Contact Us” heading below.
Some of the parties with which we may share your information, as detailed in “How We Share Your Information”, may be located in countries that do not provide an equivalent level of protection as your home country. Where required, eVestment has implemented appropriate cross-border transfer solutions to provide adequate protection for transfers of certain personal information, including, but not limited to, the European Commission’s Standard Contractual Clauses (https://ec.europa.eu/info/law/law-topic/data-protection/data-transfers-outside-eu/model-contracts-transfer-personal-data-third-countries_en). To the extent permitted by applicable law, by using our Sites, and providing us information about you, you consent to the international transfer of information about you to the above parties.
Retention of Your Information
Cookies and Similar Technologies
When you use our Sites, we along with our affiliates, subsidiaries and third party service providers may use “cookies” and similar technologies (e.g., log files, clear gifs, pixel tags and Flash LSOs) (collectively, “technology”). This technology may involve placing small files/code on your device or browser that serve a number of purposes, such as remembering your preferences (e.g., language) and generally improving your experience on our Sites. Specifically, we may use such technology for purposes such as to:
- Provide us with general analytics about our Sites, including demographic information in a non-identifiable form, in order to improve our Sites’ performance and customize users’ experience;
- Enable us to help you make better use of our services or Sites such as by suggesting how you can improve your use of different features or functionality or help address technical issues that you encounter in using our services or Sites;
- Support security measures, such as requiring re-login into your account or additional authentication when using a new device to access our Sites;
- Measure the success of our marketing campaigns and compile statistics about the Site’s usage and email response rates;
- Allow you to engage in our social media offerings on our Sites (e.g., Facebook “Like” button and LinkedIn integration); and
- More effectively market our Sites and advertise other Sites that may be of interest to you.
If you choose to use our referral service to tell someone about our products or services or Sites, we will ask you for your friend’s name and email address. We will send your referral a one-time email to invite him/her to access the Site or with information about the product or service, and store his/her email address for the sole purpose of sending this one-time email and tracking the success of our referral program. Your referral may contact us as detailed under the “Contact Us” heading below to request we remove this information from our database.
Links to Other Websites
We are not responsible or liable for the privacy or business practices of any third party websites linked to our Sites. Your use of third parties’ websites linked to our Sites is at your own risk, so we encourage you to read the privacy policies of any linked third party websites when you leave one of our Sites.
Use of Sites by Children
None of our Sites are targeted for use by children under the age of sixteen. We do not target any of our products or services or Site content/features for use by children of such age.
Information for California Consumers
If you reside in California, we are required to provide additional information to you about how we use and disclose your information, and you may have additional rights with regard to how we use your information. We have included this California-specific information below.
- CA Personal Information. Consistent with the “Information We Collect from You or Your Representative” section above, we collect certain categories and specific pieces of information about individuals that are considered “Personal Information” in California (“CA Personal Information”). Specifically, we may collect the following types of CA Personal Information:
- Identifiers: Name; email address; social media username; telephone number; mailing address; business contact information; date of birth; username and password; passport or government issued identification information (such as for security purposes when visiting our facilities);
- Commercial information: products or services purchased, obtained or considered, other purchasing or consuming histories or tendencies; payment information (e.g., bank account or credit card number); and transaction history;
- Internet or other electronic network activity information: computer and connection information; statistics on page views; traffic to and from the websites; Device Information; and other standard weblog information;
- Professional or employment-related information: company; title or position; business contact information, employment status; company officer or director, or shareholder status; professional affiliations; and, career or professional history, educational background and professional qualifications;
- Legal and regulatory information: information regarding your status under US or global economic sanctions, export control or other trade control regimes; information related to law enforcement actions, fraud, cybersecurity or other similar risks; and, where authorized related to certain eVestment or Nasdaq services, the results of background screening including anti-money laundering assessments; and
- Audio or visual information: your recorded voice (where you are advised in advance of the recording); and photograph.
- Sources. We may collect certain categories of CA Personal Information from you and other third parties as described in the “Information We Collect” section above. The categories of third parties from whom we may collect CA Personal Information include the following:
- Third-party partners;
- Third party applications (including, blogs, chat rooms, or social networks);
- Advertising networks;
- Government agencies and other self-regulatory organizations; and
- Other companies or organizations, such as market research firms and data aggregators.
- Purposes. We collect the CA Personal Information for the business and commercial purposes described in the “How We Use Your Information” section above. As described above in the “How We Share Your Information”, we also share and/or disclose your CA Personal Information as follows:
- Sharing your CA Personal Information for business purposes: we may share the following categories of your CA Personal Information with service providers, third party partners, customers, public or government authorities and future business partners for our business purposes: Identifiers; Commercial information; Internet or other electronic network activity information; Professional and other employment-related information; Legal and regulatory information; and, Audio or visual information. As described above, examples of business purposes include performing transactions and delivering our contracted services, providing you requested information or services, registering and maintaining accounts, managing our relationship with you or your employer, monitoring for security threats and fraud and performing our legal and regulatory duties.
- Sharing your CA Personal Information for other purposes: we may share the following categories of your CA Personal Information with third party partners and customers in a manner that constitutes a “sale” under California law: Identifiers; Internet or other electronic network activity information; Professional and other employment-related information. This information may be shared for the following purposes: providing data products and services to customers and performing services contracted by your employer or you.
- California Consumer Rights. Subject to certain exceptions, as a California resident, you have the right to: (i) request access to your CA Personal Information; (ii) request deletion of your CA Personal Information; (iii) request information about the CA Personal Information about you that we have “sold” (as such term is defined under California law) to third parties within the past 12 months; and (iv) opt-out of the “sale” of your CA Personal Information, as detailed above.
- Do Not Sell My Information. To opt-out of the “sale” of your CA Personal Information as described in this section, email email@example.com.
- Exercising other California consumer rights. Should you wish to request the exercise of your other rights as detailed above with regard to your CA Personal Information, we will not discriminate against you by offering you different pricing or products, or by providing you with a different level or quality of products, based solely upon this request. Please see the “Contact Us” section below if you have questions or would like to exercise such rights.
General Counsel – Privacy Request
eVestment Alliance, LLC
100 Glenridge Point Parkway
Atlanta, GA 30324
Office of General Counsel – Privacy Team
805 King Farm Blvd
Rockville, MD 20850
Office of General Counsel – Stockholm Office
With respect to Personal Data processing subject to European Union jurisdiction, in addition to contacting our business contacts and Data Protection Officer (for our EEA Regulated Businesses), you may also contact a data protection supervisory authority. Within Europe, Nasdaq’s headquarters is located in Sweden, making the responsible data protection supervisory authority:
The Swedish Data Protection Authority
Telefon: 08-657 61 00
Fax: 08-652 86 52
104 20 Stockholm
eVestment Alliance Terms of Service
Date last revised: 7/1/2011
Welcome to the website of eVestment Alliance, LLC (“eVestment Site”).Your use of the eVestment Site is subject to the following terms and conditions (“Agreement”).By registering, you (also referred to as “Member”) agree to the terms and conditions of the Agreement. PLEASE READ THE AGREEMENT IN ITS ENTIRETY BEFORE ACCEPTING ITS TERMS AND CONDITIONS.If you do not agree to be bound by this Agreement, you may not log onto the eVestment Site and may not use it.
ACCEPTANCE: By registering with and using the eVestment Site, you acknowledge that you have read and agree to all terms, conditions contained or referenced in this Agreement. We reserve the right, at our discretion, to update or revise this Agreement at any time. eVestment Alliance also reserves the right to change the terms and conditions under which the eVestment Site and its many offerings are extended to the Member. Your continued use of the eVestment Site following the posting of any changes to the Agreement constitutes acceptance of those changes.Please check back often for changes as eVestment Alliance will not send notification of changes.The most recent revision date will be posted above.By accessing, viewing, or utilizing the products and/or services available on or through the eVestment Site, you indicate that you understand and recognize this Agreement to be the legal equivalent of a signed, written contract and equally binding.
- TARGETED MEMBERS: eVestment Alliance products and services are designed for the major participants in the institutional investment industry; including plan sponsors/pension funds, investment/asset/fund managers, hedge funds, fund-of-funds, investment consultants, financial advisors, investment banks, endowments & foundations, and third-party marketing organizations.All data and content is targeted to the institutional investment community.
- NATURE OF EVESTMENT SITE : The eVestment Site is designed to serve as an informational source on institutional money managers as well as various other institutional investment oriented content.Information is intended for educational and research purposes ONLY. eVestment Alliance does NOT provide investment advice nor give recommendations on the suitability of an investment manager or their respective investment funds.Accordingly, eVestment Alliance assumes no responsibility or liability for any investment decisions made or services rendered by any institutional money manager or vendor, or any other entity featured on the eVestment Site. We do not specifically endorse any of the investment managers and/or vendors on the eVestment Site. eVestment Alliance recommends seeking the advisement of an independent advisor before making an investment decision.Additional due diligence may be necessary before making an investment decision and should be based on a case-by-case basis depending on the circumstances. eVestment Alliance shall not be held liable for investment decisions made based on content provided through the eVestment Site.
- EVESTMENT SITE CONTENT: As stated, the content on the eVestment Site is intended for informational, research and educational purposes only.The data and information collected on investment managers has been obtained from sources believed to be reliable.It is of the utmost importance to strive for the highest level of data integrity, and while there are a variety of data validations and checks in place, eVestment Alliance cannot and does not guarantee accuracy or comprehensiveness of the eVestment Site. eVestment Alliance relies on the self-reporting of investment managers and eVestment Alliance does not independently verify or warrant data accuracy.You hereby acknowledge and agree that eVestment Alliance makes no claims with regard to accuracy on the part of either the investment managers, eVestment Alliance or the eVestment Site; that there may be delays, omissions or other inaccuracies in the information contained on the eVestment Site; and that such information may become unreliable because of changing market or economic situations.Any decisions made based upon information gathered herein may include incorrect information that may lead to results differing from the past. Before committing to any investment, seek the advice of an independent advisor. Past performance does not guarantee similar results in the future.
- REGISTERED MEMBERS: Members of the eVestment Site will consist of Plan Sponsors (i.e. corporate pensions, government pensions, foundations, endowments, hospitals, religious entities and other financial institutions), investment managers, financial advisors, consulting organizations and various other investment professionals whose business services the institutional investment industry.
- REGISTRATION AND ACCESS: Each Member will be required to register with eVestment Alliance prior to receiving a username and password to access the eVestment Site. Once registration is verified, the Member will receive a username and password granting access to the eVestment Site.By registering with eVestment Alliance, the Member agrees that all information provided is accurate and complete.The Member will have the ability to maintain the registration information and change the information as necessary.However, Members shall be solely responsible for the upkeep and security of the username and password.It is possible for anyone with knowledge of the Member’s username and password to view certain portions of the eVestment Site and modify information on the eVestment Site. The Member hereby agrees to keep all information confidential and notify eVestment Alliance if theft or any other breach of secure information occurs. eVestment Alliance reserves the right to grant or deny access to the eVestment Site to any Member and modify or delete a Member’s access at any time for any reason without notice or liability. eVestment Alliance will not be held responsible for damages incurred due to Member’s carelessness or noncompliance with the above statements.
- MEMBER CONDUCT: The Member hereby agrees not to use the eVestment Site or services in any way that is unlawful or prohibited by these terms and conditions.Unauthorized commercial uses of the eVestment Site, or the resale of eVestment Alliance’s services, is expressly prohibited. The content and software on the eVestment Site may only be used for the purposes intended by eVestment Alliance.Any other use, including the reproduction, modification, distribution, transmission, republication, display, or performance, of the content on the eVestment Site is strictly prohibited.The Member hereby agrees not to upload, post or distribute any content through the various mediums via the eVestment Site that:
- restricts or inhibits any other user from using the eVestment Site;
- is unlawful, threatening, abusive, harassing, defamatory, libelous, deceptive, fraudulent, invasive of another’s privacy, tortuous, obscene, vulgar, offensive, pornographic, profane, indecent, or contains explicit or graphic descriptions or accounts of sexual acts;
- discriminates, victimizes, harasses, degrades, or intimidates an individual or group of individuals;
- attempts to gain unauthorized access to the eVestment Site, network, server or other systems related to the eVestment Site;
- constitutes unauthorized or unsolicited advertising, junk or Spam e-mail, chain letters, pyramid schemes, any other form of unauthorized solicitation, any form of lottery or gambling or any information, software or other material of a commercial nature;
- contains viruses, corrupted files, or any other similar software or programs that may damage the operation of another’s computer;
- collects or stores personal data about other Members;
- violates, plagiarizes or infringes the rights of third parties including, without limitation, copyrights, trademark, patent, rights of privacy or publicity or any other proprietary right;
- constitutes or contains false or misleading indications of origin or statements of fact; or
- violates or encourages conduct that would violate any other applicable laws or regulation or give rise to civil liability.
eVestment Alliance reserves the right at all times to edit, refuse to post or remove any information or materials, in whole or in part, that in eVestment Alliance’s sole discretion are objectionable or in violation of this Agreement.
- LINKS: eVestment Alliance may, at its sole discretion, offer links to websites of various vendors and providers of institutionally oriented services.As these websites are not maintained by eVestment Alliance, we do not guarantee or attest to the accuracy and completeness of the information obtained through these links.Accordingly, eVestment Alliance will not be held liable for decisions made based upon information on these linked websites.These links should not serve as an endorsement for any particular vendor’s capabilities or services, as we have no control over the quality, accuracy or comprehensiveness of the information obtained.As always, an independent advisor’s assistance should be sought before making an investment decision.
- COPYRIGHT AND TRADEMARK NOTICE: You hereby acknowledge and agree that all content and materials available on the eVestment Site are protected by copyrights, trademarks, service marks, patents, trade secrets, or other proprietary rights and laws. Except as expressly authorized by eVestment Alliance, you agree not to sell, license, rent, modify, distribute, copy, reproduce, transmit, publicly display, publicly perform, publish, adapt, edit, create derivative works from such materials or content, or in any manner commercially exploit any content or materials on/from the eVestment Site.You must abide by all copyright notices, information, or restrictions contained in or attached to any content or portion of the eVestment Site.“eVestment Alliance,” “eVestment” and the eVestment logo and any other logos or similar marks are trademarks and service marks of eVestment Alliance.All other trademarks, service marks and logos used in the eVestment Site are the trademarks, service marks or logos of their respective owners.
- DISCLAIMERS: All CONTENT materials, information, software, FUNCTIONS, products, and services included in or MADE available through the eVESTMENT Site are provided “as is” and “as available” for your use.WHILE EVESTMENT ALLIANCE ENDEAVORS TO PROVIDE THE MOST ACCURATE, UP-TO-DATE INFORMATION AVAILABLE, THE INFORMATION, CONTENT, PRODUCTS, AND SERVICES AVAILABLE ON THE EVESTMENT SITEMAY INCLUDE INACCURACIES OR UNRELIABLE DATA.MOREOVER, EVESTMENT ALLIANCE MAY MAKE MODIFICATIONS AND/OR CHANGES IN THE EVESTMENT SITE OR IN THE INFORMATION, CONTENT, PRODUCTS AND SERVICES DESCRIBED IN THE EVESTMENT SITE AT ANY TIME, FOR ANY REASON.YOU ACKNOWLEDGE THAT YOUR USE OF THE EVESTMENT SITE IS SOLELY AT YOUR RISK.IN ADDITION, TO THE FULLEST EXTENT PERMISSIBLE BY LAW, EVESTMENT AND ITS SUBSIDIARIES AND AFFILIATES MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WHATSOEVER FOR the CONTENT ON THE EVESTMENT SITE OR THE MATERIALS, INFORMATION AND FUNCTIONS MADE ACCESSIBLE BY THE SOFTWARE USED ON OR ACCESSED THROUGH THE EVESTMENT SITE, FOR ANY PRODUCTS OR SERVICES OR HYPERTEXT LINKS TO THIRD PARTIES OR FOR ANY BREACH OF SECURITY ASSOCIATED WITH THE TRANSMISSION OF SENSITIVE INFORMATION TRANSMITTED THROUGH THE EVESTMENT SITE.FURTHER, EVESTMENT AND ITS SUBSIDIARIES AND AFFILIATES DISCLAIM ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING WITHOUT LIMITATION, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.COMPANY DOES NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE EVESTMENT SITE OR ANY MATERIALS OR CONTENT CONTAINED THEREIN WILL BE UNINTERRUPTED OR ERROR FREE, OR THAT DEFECTS WILL BE CORRECTED. EVESTMENT AND ITS SUBSIDIARIES AND AFFILIATES SHALL NOT BE LIABLE FOR THE USE OF THE EVESTMENT SITE, INCLUDING, WITHOUT LIMIATION, THE CONTENT AND ANY ERRORS CONTAINED THEREIN.
- LIMITATION OF LIABILITY: IN NO EVENT SHALL EVESTMENT ALLIANCE BE LIABLE FOR ANY INDIRECT, PUNITIVE, INCIDENTAL, SPECIAL, EXEMPLARY OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OF THE EVESTMENT SITE OR WITH THE DELAY OR INABILITY TO USE THE EVESTMENT SITE, OR FOR ANY INFORMATION, CONTENT, PRODUCTS AND SERVICES OBTAINED THROUGH THE EVESTMENT SITE, OR OTHERWISE ARISING OUT OF THE UTILIZATION OF THE EVESTMENT SITE, WHETHER BASED IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE, EVEN IF EVESTMENT ALLIANCE HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY. IF, NOTWITHSTANDING THE ABOVE, EVESTMENT ALLIANCE IS FOUND LIABLE FOR ANY LOSS OR DAMAGE RELATING TO THE USE OF THE EVESTMENT SITE, YOU AGREE THAT YOUR SOLE REMEDY AND THE SOLE LIABILITY OF EVESTMENT ALLIANCE SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY MEMBER TO EVESTMENT ALLIANCE IN CONNECTION WITH THE SUBJECT MATTER FROM WHICH YOUR CLAIM ARISES.
- INDEMNIFICATION: You agree to indemnify, defend and hold harmless eVestment Alliance and its affiliates, and any of their officers, directors, shareholders, employees, consultants, agents, licensors, licensees, information providers and suppliers, from and against any and all claims, liability, damages, costs and/or expenses, including but not limited to reasonable attorneys’ fees, arising from your use or misuse of the eVestment Site or any breach of any covenant, representation or warranty contained herein.
- APPLICABLE LAW: This Agreement shall be governed by and construed in accordance with the laws of the State of Georgia, as applied to agreements entered into and completely performed in the Georgia, without regard to conflicts of law rules.You agree to submit to the sole and exclusive jurisdiction of and venue in the federal or state courts presiding in Atlanta, GA for all actions or proceedings arising out of or related to this Agreement and waiver any jurisdictional, venue or inconvenient forum objections to such courts. eVestment Alliance makes no representation that the materials on the eVestment Site are appropriate or available for use in locations outside the United States, and access to them from territories where any of the contents of the eVestment Site are illegal are prohibited.Those who choose to access the eVestment Site from other permissible locations do so on their own volition and are responsible for compliance with applicable local laws.
- TERM AND TERMINATION: This Agreement will take effect at the time the Member begins using the eVestment Site, thereby indicating acceptance of this Agreement and at each use thereafter the Member shall be deemed to have reaffirmed his or her acceptance of this Agreement. eVestment Alliance reserves the right at any time and for any reason in its sole discretion to deny any Member access to the eVestment Site or any portion thereof, and to terminate this Agreement. Termination will be effective without notice.
By accepting this Agreement, the Member hereby acknowledges that he or she has read, understood and agrees to the terms and conditions contained in this Agreement.If you have any questions about these Terms and Conditions, please contact us at firstname.lastname@example.org.
We respect the intellectual property of others, and we require that our users to do the same. On this page, you will find information about our copyright infringement procedures and policies.
Notification of Copyright Infringement
If you are a copyright owner (or an agent of a copyright owner) and believe material posted or linked to on our site infringes upon your copyright, you may submit a Notification of Claimed Infringement under the Digital Millennium Copyright Act (“DMCA”) by sending an e-mail to our Designated Copyright Agent containing the following information:
- A clear identification of the copyrighted work claimed to have been infringed. If multiple copyrighted works are posted on a single web page and you notify us about all of them in a single notice, you may provide a representative list of such works found at the site.
- A clear identification of the material you claim is infringing on the copyrighted work, and information sufficient to locate that material on our website.
- A statement that you have a “good faith belief that the material that is claimed as copyright infringement is not authorized by the copyright owner, its agent, or the law.”
- A statement that “the information in the notification is accurate, and under penalty of perjury, the complaining party is authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.”
- Your contact information so that we can reply to your notice, preferably including an e-mail address and telephone number.
- The notice must be physically or electronically signed by the copyright owner or a person authorized to act on behalf of the owner.
Your written Notification of Claimed Infringement must be sent to our Designated Copyright Agent at the e-mail address listed below. We will review and address all notices that substantially comply with the requirements identified above. If your notice fails to substantially comply with all of these requirements, we may not be able respond to your notice.
We suggest that you consult your legal advisor before filing a Notification of Claimed Infringement. Please note that you may be liable for damages if you make a false claim of copyright infringement. Section 512(f) of the Copyright Act provides that any person who knowingly materially misrepresents that material is infringing may be subject to liability.
Counter Notification of Copyright Infringement
- If you believe material was removed in error, you may send a Counter Notification to our Designated Copyright Agent at the e-mail address provided below.
- To file a Counter Notification with us, you must send us an e-mail that sets forth the items specified below:
- Identify the specific file or URL of material that we have removed or to which we have disabled access.
- Provide your full name, address, telephone number, and e-mail address.
- Provide a statement that you consent to the jurisdiction of Federal District Court for the judicial district in which your address is located (or Atlanta, Georgia if your address is outside of the United States), and that you will accept service of process from the person who the provided notification of claimed infringement to which your notice relates or an agent of such person.
- Include the following statement: “I swear, under penalty of perjury, that I have a good faith belief that the material was removed or disabled as a result of a mistake or misidentification of the material to be removed or disabled.”
- Sign the notice. If you are providing notice by e-mail, an electronic signature or scanned physical signature will be accepted.
- If we receive a Counter Notification from you, we may forward it to the party who submitted the original Notification of Claimed Infringement. The Counter Notification we forward may include some of your personal information, such as your name and contact information. By submitting a Counter Notification, you consent to having your information revealed in this way. We will not forward the Counter Notification to any party other than the original claimant unless required or expressly permitted to do so by law.
After we send out the Counter Notification, the original claimant must respond to us within 10 business days stating that the original claimant has filed an action seeking a court order to restrain you from engaging in infringing activity relating to the material on our web site.
We suggest that you consult your legal advisor before filing a Counter Notification of Copyright Infringement. Please note that you may be liable for damages if you make a false claim. Under Section 512(f) of the Copyright Act, any person who knowingly materially misrepresents that material was removed or disabled by mistake or misidentification may be subject to liability.
Please note that we may not be able to contact you if we receive a Notification of Copyright Infringement about material you posted online. In accordance with our Terms of Service, we reserve the right to remove any content posted on our web sites at any time at our sole discretion.
Termination of Subscriber Accounts
It is our policy, in what we deem in our sole discretion to be appropriate circumstances, to disable and/or terminate the accounts of users, subscribers or account holders who repeatedly infringe the copyrights or other intellectual property rights of others.
Designated Copyright Agent Contact Information
Notices with respect to this web site should be sent to:
|Legal name and address:||eVestment Alliance, LLC|
|Names doing business under:||Evestment; eVestment Alliance; evestment.com; easeexchange.com; evestment.co.uk; evestment.eu; evestmentalliance.com; evestmenthfn.com; evestmenthfn.net; evestmentalliance.co.uk|
|Designated Agent:||Gene Luciani, General Counsel|
|Address of Agent:||100 Glenridge Point Parkway
Atlanta, GA 30342
The Designated Copyright Agent should be contacted only about notices regarding alleged copyright. Any other feedback, comments, requests for technical support, and other communications should be directed to customer service at email@example.com.
Third-party Data Vendor Notices
For all Morningstar data: © 2013 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.