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Firm Profile: Asset Management
Foundry Partners is a boutique asset management firm based in Minneapolis, Minnesota. Foundry Partners manages approximately $1B in assets from their institutional investor clients (as of March 31, 2016). Foundry Partners has been an eVestment client since 2015 and subscribes to Omni.
Case Study: Omni
“Our challenge was, unlike a lot of other boutique firms around the same asset level who may have one to three strategies, we have eight and this can create a logjam with the associated deliverables,” said Jason Thon, Marketing & Products Manager for Foundry Partners.
“As the primary internal marketing person on staff it can be especially taxing around quarter-end, when I’m also updating our commentaries, fact sheets, presentations and working through quarterly or annual due diligence pieces directly from consulting firms or our clients. It was just becoming harder for me to meet the deadlines associated with eight strategies and all the various databases.”