Freed-Hardeman University

Firm Profile: University Endowment

Freed–Hardeman University is a private university located in Henderson, Tennessee. The university’s endowment fund currently holds forty million dollars. Freed-Hardeman has been an eVestment client since 2011 and subscribes to eVestment Analytics, Advantage, Asset Flows, Holdings Analysis and Scorecard.

Case Study: eVestment Analytics

Freed-Hardeman University Endowment was looking for a user-friendly solution to conduct their due diligence and facilitate reporting. Jay Satterfield, Chief Investment Officer for the endowment, said that originally he acted as a consultant for the university, which then recruited him to work in-house.

Once on board, one of his main goals was to reduce overall cost, and he began evaluating different solutions to help with due diligence and reporting. “We relatively quickly began looking at what other resources were available to us. One of the firms we worked with mentioned eVestment as an option to look at and we liked the solution and the service.”

Satterfield said he already recommended eVestment to one of his peers, who is now also a client. “eVestment is a top firm to consider, not just because they have the fanciest charts, but because they are able to talk through intelligently what it is you are trying to get done. Being able to implement various scenarios for compliance with fiduciary and operational management has provided significant enhancement to our communications, both internally and externally.”

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