How to Succeed with Database Marketing

A Best Practices Guide to Managing Your Data, Populating Databases & Measuring the Success of Your Efforts

Increased market exposure and visibility are the main reasons asset managers populate investment databases like eVestment. But in recent years, we have seen a significant shift in how investors and consultants are using databases for manager selection and research. You may have noticed that open calls for RFPs are becoming less and less common. This is because consultants and investors are using databases to pre-screen managers and create a shortlist. Then only that select group is invited to participate in the RFP or finals process.

Many asset managers might not realize this process is happening behind the scenes until they are notified they are being considered. This process, known as a “shadow search,” only serves to highlight the importance of maintaining a strong presence across industry databases.

In this paper, we will cover:

  • Answers to the most frequently asked questions about investment databases
  • Tips for managing your internal data
  • Ways to measure the success of your efforts

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