Harvest Global Investments Case Study

Firm Profile: Global Asset Management Firm

Products: Omni

Harvest Global Investments (“HGI”) was established in Hong Kong in 2008 as a wholly-owned subsidiary of Harvest Fund Management Co., Ltd. Since its founding in 1999, Harvest Fund Management has grown to employ more than 200 investment professionals globally. Harvest is one of the largest Chinese institutional asset managers by AUM, and subscribes to eVestment Omni to help market their funds to the global institutional investment network.

Challenges Prior to Omni

“We didn’t have the reach I wanted to have as an international shop with proper global distribution,” said Ashley Dale, Chief Business Development Officer and Chief Marketing Officer for HGI.

“I am restricted in terms of scale. We don’t have a large team writing RFPs, or looking after databases for all the consultants. An outsourced solution like eVestment Omni was without a doubt the best one we could find.”

Ashley said he was familiar with eVestment from his roles at prior companies.

“eVestment is highly reputable and is an excellent, independent platform. I was shocked when I arrived at Harvest and found out we didn’t have any relationship with eVestment. One, it’s important to populate the eVestment database itself, but with Omni we can populate the others as well, which made perfect sense.”

Joyce Lui is the Vice President of Marketing Communications for HGI, and has been closely involved in the implementation of the Omni service.

“We had been manually inputting fund information onto the eVestment database and had been only updating the minimum data such as the latest AUM instead of being more holistic. Since we engaged with the Omni team, we found out that there’s a lot more information we should add that would be useful. Hopefully, we will see what further information we can add to fully utilize the eVestment Omni service to reach out to our clients.”

Impact of Implementing Omni

Joyce continued, “I can say with confidence that using eVestment Omni is going to make our processes going forward smoother than they were before. When we were doing our internal mapping, and seeing where we needed to extract the information, we now know it’s correct and it takes the human error risk out of the picture.”

“Timeliness is other key factor, because instead of going to each database we would want to update, we just have to upload the file once. That definitely cuts down on the hours needed for database input, and reduce errors,” she said.

Ashley said that partnering with eVestment was “incredibly important” and that it helped them to distribute their message broadly.

“Obviously, there is a certain amount we can do through media and branding. eVestment is another channel for us to get our message out there. I know eVestment is so important for institutions globally and certainly for consultants. By engaging with eVestment, our potential clients are able to get a better understanding of what we are about.”

“eVestment is so important for institutions globally and certainly for consultants. By engaging with eVestment, our potential clients are able to get a better understanding of what we are about.”

Ashley Dale, Chief Business Development and Chief Marketing Officer

“I can say with confidence that using eVestment Omni is going to make our processes going forward smoother than they were before.”

Joyce Lui, Vice President of Marketing Communications

公司性质:资产管理

eVestment方案: Omni

嘉实国际资产管理公司(下称“嘉实国际”)于2008年在香港成立,是嘉实基金管理有限公司的全资子公司。嘉实基金管理公司自1999年成立以来,在全球雇用超过280名投资专业人士。以 资产管理规模来说,嘉实基金是最大的中国机构资产管理公司之一。嘉实国际现采用eVestment的Omni方案,致力将其基金推广至全球机构投资网络。

采用Omni前所面临的挑战

嘉实国际业务拓展总监兼市场总监Ashley Dale先生表示:“作为国际资产管理公司,我们并没有广阔的销售渠道去触及全球分销点。受规模所限,我们没有庞大的团队撰写需求建议书或为所有顾问提供数据库。然而,eVestment Omni这样的外包解决方案无疑是我们最佳解决方法。”

Dale 先生在以前的公司工作时,已对eVestment非常熟悉。他表示: “eVestment是有信誉又优秀的独立平台。我刚加入嘉实国际时,发现我们与eVestment没有任何合作关系,感觉十分惊讶。扩充eVestment数据库是很重要的,而使用Omni的同时,我们也可优化及扩充其他数据库。”

嘉实国际营销传播副总裁吕懿文女士一直紧密参与并推动Omni服务方案。她表示:”过去,我们手动向eVestment数据库输入基金信息,并且只更新最少的数据,例如最新的资产管理规模,而不是把数据库变得更全面。但自从与Omni团队合作以来,我们发现更多有用的信息应添加到数据库。希望将来我们向数据库添加更多信息,充分利用eVestment Omni服务来接触我们的客户。”

采用Omni后的影响

吕女士继续说道:“我对使用eVestment Omni充满信心,因为它简化及优化我们的流程,工作比以前更顺畅。当我们制作内部资讯图时,我们知道可以从哪里获取所需的信息,同时确信采用eVestment Omni是正确的决定,因为它排除人为错误风险。”

吕女士表示:“及时性是其他关键因素。我们只需要上传一个文件,而不需更新每个数据库。这绝对缩短输入信息到数据库所需的时间,并减少错误。”

Dale 先生表示与eVestment的合作是 “非常重要”,因為它帮助嘉实更广泛地传播信息。 “显而易见,我们可以通过媒体和品牌强化嘉实,而eVestment是另一个重要渠道助我们传播信息 。我深明eVestment对全球机构及顾问机构的重要性。透过与eVestment合作,潜在客户可以更了解嘉实。”

“我深明eVestment对全球机构及顾问机构的重要性。透过与eVestment合作,潜在客户可以更了解嘉实。”

嘉实国际业务拓展总监兼市场总监Ashley Dale

“我对使用eVestment Omni充满信心,因为它简化及优化我们的流程,工作比以前更顺畅。”

嘉实国际营销传播副总裁吕懿文女士

How Can eVestment Help Your Firm?