Delivering powerful and actionable institutional insights
Professional Services maximizes the value gained from subscriptions to eVestment data and solutions. Driven by the most comprehensive institutional data, our experts extend beyond any platform, time and knowledge constraints to deliver powerful, actionable insights. 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.
Our quarterly intelligence reports help answer business questions such as:
What position do we hold within our peer groups, as defined by investors, and how can we enhance distribution efforts?
Where are there addressable growth opportunities and how do I implement an informed strategy to target these?
How do we understand regional or investor-type demands to effectively position ourselves for new business?
Partnering with you to define and deliver tailored projects to meet the needs of your business. Examples of Custom Services offered include:
Database Population Audits
Training & Development
Ensure platform and data fluency across all your users, allowing you to:
Unlock the full potential of your team(s) to produce institutional insights
Ensure all users are working towards team and organizational goals
Develop an internal champion, capable of driving excellence within your business
Complete key eVestment projects with efficiency
“[The report] is a comprehensive book that shows a lot of what people could possibly ask of me. It’s a time saver, and a good resource for the sales and client service teams to use as needed.”
– AVP, Consultant Relations Supervisor, Global Asset Management Firm
“My advice to others would be to reach out to the eVestment team and just ask them for what you are looking to achieve. Typically, they will be able to find a solution for you.”
– Amanda Kokan, Atlanta Capital
“When I presented the report to the sales group, they thought it would help give them an edge. These reports have been very highly regarded.”
– BJ Plant, Duff & Phelps Investment Management