International Investment Firm

Firm Profile: Institutional Asset Management

Product: Analytics

eVestment Client Since 2011

This international investment firm provides asset management services to investors all over the world outside the U.S. and Canada. The firm has a substantial need for investment data to satisfy the constant demand from marketing, product development and competitive analysis teams across the organization’s multiple office locations. In the past, the client struggled to find qualitative information on asset managers and was often forced to scour the web for missing data. The firm’s Head of Consultant Relations commented, “We had known for some time that the information eVestment provided was far deeper and broader than the data that we currently had. The ability to search across the entire eVestment database was very powerful.” After extensive evaluation, the firm chose eVestment’s Analytics solution to supply its many users with the data they needed.

A Growing Global Dataset From a Consultant-Agnostic Provider

The Head of Consultant Relations appreciated that eVestment was a “consultant-agnostic,” third-party data provider. “We can use the information quite easily in marketing documents or source the information in front of any client, prospect or consultant without worrying about competitive conflicts of interest. The confidence in the data has increased dramatically, particularly in regions outside the U.S. and Europe. The coverage is continuously growing, and we have seen lots of proof of this,” said the client.

Strength of Technology

The investment management firm has found the eVestment solution to be user-friendly with an intuitive interface superior to other solutions. “It is very clear as a client that eVestment is a technology firm, and this is their bread and butter. The strength of the technology is hugely helpful,” said the client.

A Wide Variety of Uses

The firm uses the Analytics solution across the organization with multiple users around the world. Most recently, the competitive analysis division has been working to set-up a series of reports which it plans to share globally. When evaluating new opportunities, the firm uses the tool to assess whether it should respond to particular request for proposals, as well as to prepare for new business pitches. The client also commented, “The peer group analysis eVestment provides is key — trying to get information on your competitors is a tricky thing, and this is the best way to get as much information as we can. It is easy to go in and just run a report, which is incredibly powerful from a time-saving perspective.”

A Responsive Team

The asset manager noted the eVestment team has been highly responsive and willing to travel to help workers in remote offices. When asked about the characteristics of the team, the client responded with three words: “Positive, collaborate and effective.”

Multiple Solutions Under One Roof

In addition to eVestment Analytics, the firm also uses Omni for its database marketing needs and is currently assessing the Asset Flows solution. The Head of Consultant Relations noted, “Having the ability to use all these different systems around the database provides great consistency since it allows our teams to become familiar with one tool. It is a one-stop-shop solution for our data needs.”

“We had known for some time that the information eVestment provided was far deeper and broader than the data that we currently had. The ability to search across the entire eVestment database was very powerful.”

Head of Consultant Relations

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