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(5 min read) Institutional investors are spoiled for choice when it comes to picking the next asset manager for their portfolio. To support their decision-making process, investors are leaning more and more on databases to help pinpoint the managers who are best suited to meet their needs. Here are five key fundamentals to a database strategy that asset managers must master to effectively facilitate engagement with institutional investors.

Well before adjusting allocation models or approving manager searches or replacements, asset owners and their consultants conduct extensive research in eVestment. Therefore, this research activity serves as a leading indicator of how institutional assets are likely to move in quarters to come. Managers use this data to quantify interest in their products, evaluate their brand visibility and continually improve their database marketing strategy.

Well before adjusting allocation models or approving manager searches or replacements, asset owners and their consultants conduct extensive research in eVestment. Therefore, this research activity serves as a leading indicator of how institutional assets are likely to move in quarters to come. Managers use this data to quantify interest in their products, evaluate their brand visibility and continually improve their database marketing strategy.

(4 min read) End of Q3 2023 Comes with Elevated Redemptions from Hedge Funds. With the summer flow doldrums unfortunately in the rearview mirror, elevated net outflows returned to the industry in a widespread flurry in September. The breadth of funds experiencing redemptions was very broad during the month, but the amounts removed at the fund-level across the landscape were not exceptionally high. Aggregate net outflow wasn’t from pockets of large redemptions, rather the result of nearly 70% of reported funds’ data indicating redemptions, the widest level of product-level net outflows since at least 2016.

(4 min read) The Nasdaq-eVestment platform typically sees between 400-700 strategies added each quarter. In Q3 2023 a total of 617 strategies were added by 301 firms. Of the 617 strategies, 92 (15%) were characterized by the underlying manager(s) as being a dedicated ESG strategy, while 197 (32%) indicated that they integrate ESG factors into their respective investment process.