eVestment Spotlight Analytics

eVestment Spotlight Analytics SM

Differentiate your offerings. Earn investor trust. Target new managers. All with cutting-edge analytics technology.

Spotlight Analytics from eVestment addresses the challenges managers face when looking to conduct market analysis and produce professional reporting, as well as the needs of consulting firms and their investors. As a web-based application, this simple and easy-to-use tool is available anywhere for use on any computer.

Bundled with eVestment data, Spotlight also includes the capability to integrate third-party data and custom data sources. Our advanced search functionality allows consultants and investors to perform in-depth screens, while interactive profiles offer the capability to slice and dice a strategy as well as perform peer analysis. And with dynamic charting, which allows for instantaneous updates based on interactions like dragging and dropping benchmarks or clicking and dragging to zoom in on specific date ranges, Spotlight delivers innovative industry intelligence.

Access Comprehensive Data

  • Access the eVestment global dataset which comprises over 68,000+ total traditional vehicles and alternative strategies
  • Spotlight also integrates third-party datasets and allows for user-entered proprietary fund information
  • Improve efficiency and communication across your organization by providing consistent data

Screen and Target Managers

  • Narrow a large database down to a workable list of managers
  • Filter products as you type with the ability to specify other characteristics like asset class, investment focus, strategy and geographic focus
  • Further refine by using unique sliders to select ranges of desired returns, standard deviations, skewness, kurtosis and more

Perform Fund Analysis with Interactive Profiles and Charts

  • Use the interactive profile to compare a fund’s performance by dragging and dropping benchmarks and funds into 50+ charts, as well as by viewing risk analysis, correlations and historical performance tables
  • Get a visual snapshot of your fund against benchmarks using the R, R-Squared, Alpha, Beta and other correlation calculations – industry standard calculations so managers and allocators can compare apples to apples
  • Dynamically zoom across different economic time periods to view a fund’s performance calculated on-the-fly – great for live client meetings
  • Export and save charts to a .png, .jpeg, PDF or SVG vector image for use in marketing pitch books or internal committee meetings

Improve Workflow Efficiency with a Unique Dashboard

  • Create a personalized dashboard including interactive charts, tables and peer analysis for analyzing single or multiple funds
  • Our interactive dashboards are easily used for internal analysis, executive review and even showcasing products during live investor meetings
  • Save at the firm or private level for better control and process within your firm

Conduct Peer Group Analysis

  • Use an existing eVestment universe or create a peer group based on filters using our advanced search functionality 
  • Simply drag and drop a peer group into a fund profile to see how it compares
  • Analyze the group in any of our dynamic charts

Build Professional Reporting

  • With our built-in Design Lab feature, create made-to-order, client-ready tear sheets and reports by dragging and dropping tables, charts and narrative text blocks into one of many layout options
  • You may also choose from our library of existing templates with the ability to customize reports by adding your firm’s logo and colors
  • Export fund and portfolio reports to PDF 
  • Design Lab gives you a predictable and repeatable process to create internal or investor-facing material

"There is so much information available and so many ways to analyze the data. I rely on eVestment for my reporting needs and have often used the various calculations to demonstrate opportunities in the market for my clients."

John Schaffer
Catallyst Advisors

Read the Case Study >

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