Generating Alpha in Institutional Sales

As institutional asset managers find it increasingly difficult to deliver investment alpha on a consistent basis, they’re looking for other levers to drive firm results. The most forward-thinking firms are applying the same type of rigorous research in their distribution functions as they do in their investment process to achieve greater sales momentum and generate a second form of alpha.

In this webinar, we’ll explain the research-based framework we’re seeing more managers use to create a successful distribution strategy. And as always, we’ll also share some current industry trends revealed by our data – how assets are moving, where asset owners are investing and some leading indicators of future flows.


Andrew Bevan
Andrew is a Solutions Specialist at eVestment and works closely with asset managers to develop effective institutional marketing strategies in light of current industry trends and each firm’s product offerings. Andrew came to eVestment from the asset management industry, where he had responsibilities in business development, sales and client service, and has experience in both institutional and retail markets. Andrew graduated from Duke University and is a CFA and CAIA charter holder.

Michele Shauf
Michele is the Director of Corporate Learning at eVestment, overseeing training, professional development and internal communication. Prior to joining eVestment, Michele was Global Learning Strategist at Invesco and a research professor in Communication at the Georgia Institute of Technology. She holds a CFP certification and a PhD in Semiotics from University of Delaware.