Financial Services & Insurance Asset Management

Firm Profile: Large Asset Manager

This Large Insurance & Financial Services Investment Management Firm was founded more than 40 years ago, offering a wide range of investment products and services to meet their members’ needs. The firm manages over $125B billion in mutual fund assets, including proprietary, externally managed sub-advised funds and subsidiaries. The firm has been an eVestment client since 2006 and subscribes to eVestment Analytics and Omni.

Case Study: Omni

“We’re a little bit of a different beast than some other investment management firms,” said the Business Development Advisor of the firm. “Until four years ago, you had to call us directly to buy our funds. We’ve since been in hyper growth mode, building awareness across various platforms. We had virtually no presence in the databases before. Our leadership team was at an event, and learned there that we really did need to be in the databases. That was our wakeup call.”

“Once we made the decision to engage a service, Omni was the only one we considered. We literally called into the eVestment 1-800 number and asked to speak to a sales representative. We had zero views in the database prior to engaging with Omni Complete. Now we are certainly showing up in screens. We had our first inquiry from a true consultant and they actually contacted the right person – that would not have happened a year ago.”

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