Slocum

Firm Profile: Institutional Investment Consultant

Slocum has been delivering investment advice to the institutional investment market since 1986 with over 100 clients across North America. Slocum has been an eVestment client since 2003 and subscribes to eVestment Analytics as well as a Custom Data Feed.

Case Study: Custom Data Feed

Slocum was looking to build a custom client-interface and engaged eVestment to provide a data feed from its Traditional U.S. and Global datasets as part of that effort.

“We wanted to provide information to our clients in a variety of formats, but we just couldn’t have our research department collecting and maintaining that information – we needed them to focus on the core responsibility of manager due diligence,” said Research Operations Associate Mark Stoner. He continued, “We had an existing relationship with eVestment, and the information it was already providing played an integral part in what our research teams were doing. So it just made sense to leverage this information in a form that worked for our new interface.”

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