eVestment’s unique position as a data-driven source of intelligence serving institutional asset managers, investors and their consultants globally provides us the ability to produce a holistic view of the themes, trends and trend shifts impacting asset managers around the world.

Tom Janisch CFA, Director Hedge Fund Research for Asset Consulting Group; Sarah Maynard, Global Senior Head of Diversity, Equity & Inclusion for CFA Institute; Russ Elliott, Head of Asset Management Market Intelligence at Nasdaq eVestment; and Michele Shauf, Head of Client Experience Strategy, Investment Intelligence at Nasdaq eVestment, talk through the latest trends in global asset movement and investor viewership, changes in the database landscape, and other thematic trends such as ESG.

Emerging managers face numerous unique obstacles to successful fundraising. Data-driven resourcing and outreach can help managers allocate their limited time and capital more effectively and find the opportunities which best fit their strategy. eVestment, as a key source of intelligence serving asset managers, investors, and consultants, allows emerging managers and those who allocate to them to dissect trends and surface relevant opportunities.

This report uses the management fee data reported to eVestment to explore the current landscape of separate account fees and the differences between the actual fees paid by public plan investors and the managers’ stated fees.

Brand awareness is an important factor in the growth and long-term success of asset managers seeking to raise institutional assets. In this report, we rank the top asset management firms by brand awareness scores for the quarter across multiple global, regional and asset class categories.

The capital markets assumptions data in this report is aggregated from US public plan documents, created by consultants, and found within Nasdaq eVestment Market Lens. It is based on consultants’ 10-year nominal, geometric risk and return expectations.

Ryan J. Fanning, Principal/Research Analyst – Global Equity at Prime Buchholz, Russ Elliott, Head of Asset Management Market Intelligence at Nasdaq eVestment; and Michele Shauf, Head of Client Experience Strategy, Investment Intelligence at Nasdaq eVestment, talk through the latest trends in global asset movement and investor viewership, changes in the database landscape, and other thematic trends such as ESG.

Russ Elliott, Head of Asset Management Market Intelligence for Nasdaq eVestment; Hayley Tran, Co-Head of Equity, Meketa Investment Group; and Michele Shauf, Head of Client Experience Strategy, Investment Intelligence at Nasdaq, talk through the latest trends in global asset movement and investor viewership, highlight the risks and opportunities facing managers and dive into ESG-focused strategies.

Asset allocation information affords allocators the opportunity to compare their investments to U.S. public plan peers’. The data can be used to benchmark against U.S. DB strategic targets, review alternative portfolio construction concepts, and understand how U.S. public plans are viewing certain investments within a portfolio context. To aid in these efforts, we analyze how strategic asset allocations have changed over time and how asset allocations differ between plans of various asset sizes.

In this webinar, Paris Aligned Benchmarks co-inventor Professor Andreas Hoepner joins Sharmila Kassam, Head of Nasdaq Asset Owner Solutions to discuss what the PABs are, and how they are changing the investment approach of institutional investors.

Beyond Capital was held February 23 where attendees learned how investors are analyzing emerging managers and hedge funds, and incorporating ESG, D&I and ODD data into their due diligence process. Replays from this event’s panel sessions are now available on-demand.

Part 1 of this best-practices series looks at current data on the institutional landscape and why understanding the consultant perspective is essential for winning and retaining assets in the space. Part 2 looks at current research into consultant meetings – when they are most productive and topics most likely to come up.

The Institutional D&I Summit was held in October 2021 as a partnership between the Institutional Investing Diversity Cooperative (IIDC) and eVestment. Recordings from the event are now available for you to listen on-demand to hear top consultants share their perspectives on diversity.

Institutional investors know value investing will be out of favor in certain market cycles. What matters most to them is that value managers stay true to their stated investment philosophy rather than chasing returns – and they use specific data to assess manager discipline. This best practices webinar with a former Investment Officer at the NYC Comptroller’s Office will illustrate proof points for your narrative about discipline and focus.

Market shocks can be fast, confusing and brutal. Attempting to react to them in real-time often results in suboptimal investment decisions. That’s where risk scenario planning is essential. In this analysis, we use the Solovis Risk Analytics application to simulate the impact of a market shock on a hypothetical public-plan portfolio and model the impact that an uptick in corporate bankruptcies might have on our portfolio.

More episodes available to listen on Spotify and Anchor.