International Investment Management Firm

Firm Profile: Global Asset Management

eVestment Client Since 2010

In the past, institutional investors were not the main focus audience of this international investment management firm. It was soon realized, however, that it was missing out on a large segment of the marketplace and accordingly needed to increase its presence in consultant and third-party databases. This effort fell on various associates within the firm, such as the RFP team, but there was no dedicated resource for the function. Consequently, the data was not updated regularly and the firm suspected it may be missing out on searches.

Maximized Search Inclusion

The firm was attracted to eVestment’s Omni Complete solution since it could simply provide the data in any format and the eVestment team would setup the submission files based on the requirements of each database. Contrasted against other solutions which required more preliminary work, the firm chose to work with eVestment based on its full-service database marketing capacity. The solution had already been in place when the firm’s institutional database manager came on board — although, he was familiar with the eVestment Omni solution from time spent in previous roles. Since working with eVestment on a routine basis over the past year, he said, “Before our presence in databases was patchy at best. Upper management would ask why we were passed over for searches, and the answer was ‘We weren’t in the database.’ Now we have nearly 400 profiles completed across 18 databases and can be confident we have a greater chance for search inclusion.”

Peace of Mind

“One of the major benefits of this solution is that we know our data is being submitted to the databases in a timely fashion. When we know all of our performance figures will be uploaded and taken care of, it gives us tremendous peace of mind,” says the database manager. Having worked in the database marketing industry for many years, he recognized eVestment is aware of the minute level of detail that goes into the process. “Sometimes we miss some of the questions the databases ask and are glad to have someone that knows the databases so intimately. It’s the small things, like changes between fund managers and team members, that are not often straightforward, but with eVestment’s help we are able to tackle these issues,” he said.

A Global Provider

The asset management firm is also a subscriber of eVestment Analytics. The database manager noted, “eVestment’s awareness among those in Europe is certainly growing. The data is robust in terms of size and the number of universes available.” He explained he uses the system to compare the firm’s products against various universes as a part of their competitive analysis process. He also uses Analytics to create internal quarterly reports for the “higher echelons” of the company.

‘A1 Service’ – Good from the Start

The database manager was also delighted with the level of service, noting the client service team is “A1” and “very responsive.” In fact, when away on business, eVestment was able to assist a more junior associate with an issue he was experiencing — the issue was easily resolved by a quick email and the associate was pleased. “The Omni team always comes back with good suggestions and ideas, as well as how to deal with various concerns. It’s been good from the start and there has been a genuine effort to help us all along the way,” he said.

“One of the major benefits of Omni is that we know our data is being submitted to the databases in a timely fashion. When we know all of our performance figures will be uploaded and taken care of, it gives us tremendous peace of mind.”

Institutional Database Manager

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