Duff & Phelps Case Study

Firm Profile: Asset Management

Duff & Phelps is an investment management boutique based in Chicago, Illinois. The firm provides a limited number of specialized investment strategies, including infrastructure, real estate, MLPs and energy, international equity and custom solutions for institutional investors. Duff & Phelps has been an eVestment client since 2010 and subscribes to the Large Manager Premium package as well as the Omni database population service.

Case Study: Professional Services

BJ Plant is the Senior Marketing & Database Specialist for Duff & Phelps. At the end of 2016, BJ began working with a specialist on the eVestment Professional Services team to build a competitive analysis report.

“We discussed building a report that would show our top competitors and give an overview of what they looked like in terms of assets, net flows, fees, personnel and turnover, assets by client type, characteristics, sector and regional allocations,” she said. “It would also show performance and risk metrics, product viewership and a narrative summary of their product, all in one report.”

“My specialist knew what I was trying to accomplish. He introduced PowerLink and Design Lab slides that would get the job done. It was a completely positive experience and I am thrilled that I was able to learn from him.”

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