Alternative Investment Management Firm

Firm Profile: Alternative Investment Management Firm

This alternative investment management firm wanted to strike a balance between transparency and efficiency when it came to reporting critical financial information to consultants. The firm invests globally in undervalued businesses. Today, it manages nearly $2 billion in assets and is working to continue gaining traction in the institutional investment marketplace.  This firm has been a eVestment client since 2013 and subscribes to eVestment Omni.

Case Study: Omni

“We operate with a lean team of 20 staff members at the firm, and I am the only investor relations professional. The decision to use eVestment was a matter of time and scalability,” said the firm’s head of marketing. Since signing on with eVestment, the firm has now increased its visibility by marketing its fund across mulitple databases. “Omni seemed like the perfect solution. I don’t know why more people don’t do this — updating 13 databases on our own would have been inefficient. It’s a no-brainer for us and it allows me to be more focused on client relationships,” he said.

How Can eVestment Help Your Firm?