Develop differentiating product narratives with

HOLDINGS ANALYSIS


You already deconstruct your returns to understand attribution, but attribution doesn’t explain how your team’s decisions set you apart from peers. With eVestment Holdings Analysis, pinpoint the narrative that truly differentiates your equity products.

Use Holdings Analysis to:

Position your product

Craft product narratives around the decisions your portfolio team is making that are different from those of peers.

Differentiate your team

Use sector, style and region comparisons to identify which allocation choices best demonstrate your team’s independent thinking.

Find a great story

Develop a stock-picking story about a position you know most peers weight differently – or don’t hold at all.

Validate your discipline

Leverage peer comparisons to show your team’s disciplined adherence to its stated investment philosophy – not chasing returns.

Develop a differentiated product narrative.

Connect with us to learn more about eVestment Holdings Analysis