Large Institutional Asset Management Firm

Firm Profile: Large Asset Management Firm

Today, the institutional investment industry is one of the prime targets and areas of growth for this global asset manager and retirement plan provider. Along with this growth, however, came the need to market its products across a variety of consultant and third-party databases. The firm soon realized the amount of resources required to maintain a viable presence in the marketplace was outpacing its staff. The time and expertise required for accomplishing consistent quarterly updates of various quantitative and qualitative data across nearly 20 databases was taking a toll. The firm sought outside assistance and soon contacted eVestment to discuss a solution to the missed deadlines and data entry errors it was experiencing. This firm has been an eVestment client since 2005 and subscribes to eVestment Analytics, Advantage, Asset Flows, and Omni.

Case Study: Advantage, Analytics, Asset Flows, Omni

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.

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