Atlanta Capital Case Study

Firm Profile: Asset Management

Atlanta Capital is an investment boutique with growth equity, core equity and fixed income teams serving the institutional investor market. Atlanta Capital manages approximately $20B in assets (as of Dec 31, 2017). Atlanta Capital has been an eVestment client since 2008.

Case Study: Professional Services

The president and head of marketing for Atlanta Capital wanted to see how their strategies were looking versus their peers. “They saw the value in the data, but bringing it all together was a challenge from a time perspective for them,” said Amanda Kokan, Director of Managed Accounts Operations and Marketing.

Amanda said her executives were interested in learning how consultants were looking at their strategies and where they were failing, either due to missing criteria or missing data. “The eVestment team helped us tremendously with creating these reports on the strategies that we were most interested in marketing. We also pulled in some of our competitors on the socially responsible side so we could see what their data looked like as well.”

“I’m able to refresh the data each quarter. The Excel file is connected to a PowerPoint template, which I can send to executives at our firm so that they have a broader picture of how we’re doing in the marketplace. The executives are now able to review a condensed report that tells them exactly what they want to see using eVestment’s data, without having to dig through and find it, and they can track and monitor the information.”

How Can eVestment Help Your Firm?