- Who We ServeOur clients use eVestment's suite of cloud-based analytics and intelligence solutions to help make data-driven decisions, identify and capitalize on global investment trends and better position their funds for success.
German Corporate Pension Plan
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.”