German Corporate Pension Plan

Firm Profile: Corporate Pension Plan

This firm’s team manages one of the top ten largest corporate pensions in Germany. The firm has been an eVestment client since 2015 and subscribes to eVestment Analytics and Holdings Analysis.

Case Study: eVestment Analytics and Holdings Analysis

This firm uses eVestment to conduct due diligence on asset managers it is considering for it’s portfolio. For this case study, the firm described their process and how they use the eVestment platform during their research.

“As we are a benchmark-oriented investor we start our research based on a strategy’s preferred benchmark,” the client said. “Qualitatively we also look at a strategy’s inception date, investment process, and personnel details. Quantitatively we review excess returns (1, 3 and 5 years), product total AUM, information ratio, and tracking error.”

“If there is no data provided in eVestment, it is highly unlikely that we would take the strategy into account in our research. Therefore we encourage all managers to upload consistent and complete data.”

How Can eVestment Help Your Firm?