Global Asset Management Firm

Firm Profile: Global Asset Management Firm

This global asset management firm offers a wide variety of equity and fixed income solutions for individual and institutional investors. The firm is a longtime eVestment client, first subscribing over ten years ago to Omni for database population services, and now subscribes to the full Analytics suite including Asset Flows, Advantage, Holdings Analysis and Scorecard. This client also has engaged with our Professional Services team to execute custom reporting projects.

Case Study: Advantage, Analytics, Asset Flows, Holdings Analysis, Scorecard

“Using eVestment Analytics is critical for us,” said the firm’s Consultant Relations Supervisor. “We decided to expand the relationship since we realized the amount of information available that we could leverage. I am impressed by the way eVestment handles the data and provides it to us in an intelligent and intuitive format that is useful for asset managers.”

The client said he always has a good experience whenever he needs to call into the support line. “eVestment has so much information in the platform and when I call support, everyone is always so helpful. It’s always a good experience working with eVestment.”

Case Study: Professional Services

The Consultant Relations Supervisor reached out to the eVestment Professional Services team to help him create a more in-depth product intelligence report. “Our senior leadership was interested in viewing our product lineup from every competitive angle that we had the ability to show,” he said. “I was asked to leverage all the capabilities of eVestment and create a book that could be used as a one-stop shop for how we look from every angle.”

“[We created] a comprehensive equity book that shows a lot of what people could possibly ask of me. It’s a time saver, and it’s a good resource for the sales and client service teams to use as needed.”

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