Products & Services

Global Database

Widely used by the institutional investment community to help make more informed, data-driven decisions, eVestment’s Global Database aims to capture the data points consultants and investors find most useful in their research and analysis, as well as those which give asset managers the most complete view of their competitive landscape. eVestment has been named the top database maintained and most important database as ranked by managers in the past three Cerulli manager survey reports, and is used by 70% of the Top 50 Global Consultants as ranked by Pensions & Investments in 2017.

Analytics Platform

With eVestment Analytics, investors and consultants can research asset managers that meet their needs along with tools for ongoing monitoring, building and optimizing portfolios, managing risk and creating reports. Asset managers can learn to better position their funds against competitors and create customized marketing materials.

AVAILABLE ADD-ON MODULES

Advantage

A unique view into the activity within eVestment, showing specific data being researched and comparison criteria.

Asset Flows

An interactive look into the size, health and direction of the global market, showing a more complete picture of money movement.

Dashboards

Created for light users of eVestment, Dashboards aim to display the actionable insights most relevant to you.

Holdings Analysis

Context into how managers are actively allocating capital across equities compared to both benchmarks and peers.

Market Lens

Early mandate identification, product ratings and investor, manager and consultant profiles, all in one solution.

Scorecard

A visualization of the factors indicative of product strength in a specific universe, identifying variables most predictive of flows.

INCLUDED WITH YOUR SUBSCRIPTION

eVestment for Salesforce

Distribution, consultant relations and client service teams can access eVestment intelligence alongside opportunities.

eVestment for Mobile

Look up product profiles, download reports, read the latest eVestment research and more with our apps for both iPad and iPhone.

PowerLink for Excel

For clients who work with large datasets or require heavy customization, gain robust access to eVestment data from within Excel.

eVestment Research Management

Built for powerful research and analysis, eVestment Research Management seamlessly retains your notes, ranking assessments and documents. This powerful and intuitive platform allows all your research data to live in one place, delivering insights in real-time and providing a complete experience for the research professional.

OUR SERVICES

Omni

Our Omni data population service minimizes the effort required when reporting data, while increasing accuracy, timeliness and consistency. Submit your quarterly, monthly, quantitative and qualitative data across your traditional or alternative strategies to multiple third-party and consultant databases, including eVestment.

Professional Services

Professional Services maximizes the value gained from subscriptions to eVestment data and solutions. Leveraging our deep understanding of the institutional market, we operate at the heart of your business, becoming a trusted partner in defining and delivering insights pertinent to your institutional success.

Data Feeds

eVestment’s Data Feed Services let us deliver institutional intelligence directly into your applications and systems with ease and efficiency. Unlock the complete eVestment dataset today and deliver new levels of flexibility, functionality and insight into your cutting-edge applications, research systems and reporting tools.

eVestment Private Markets

eVestment Private Markets provides powerful performance analytics and granular insights on institutional investor and consultant activity to help private markets fund managers be more prepared than ever for fundraising and ongoing investor relations. eVestment provides institutional investors with the tools needed to solve due diligence challenges, more effectively assess private fund managers during due diligence and maximize the opportunity for better returns.

“Every time eVestment develops a new version, I adopt it. It has all the information I need.”

– Senior Portfolio Manager, PFA Pension

“eVestment went from being a ‘nice-to-have’ to a ‘need-to-have’ level of information.”

– Director of Strategic Marketing, Principal Global Investors

How Can eVestment Help Your Firm?

eVestment
Principal Global Investors
PFA Pension