eVestment for Allocators Overview

Solutions for Insurance

Insurance companies are in search for higher-returning investments, while maintaining certain risk profiles. Let us show you how.

Challenges

Insurance companies are in search for higher-returning investments, while maintaining certain risk profiles. In order to accomplish this, branching out to other, more exotic investments, aside from traditional core fixed income and long-only large cap equity, may be necessary. But with the need for higher-returning asset classes and more specialized investments comes the need to hire outside money management expertise. Ideally this expertise comes with knowledge of your industry and a long history of dealing with the complexities that go hand-in-hand with investing in specialized investments, such as global macro hedge funds or private equity. Sourcing alternative asset managers to deliver the returns is a new process for your team and can become laborious without the right tools in place. The same is true for managing a portfolio that now includes hedge funds, commodities, debt instruments and other alternative investment structures.

Meeting the Challenge

Whether you are choosing a new manager for your investments, monitoring existing managers or risk profiles, eVestment has a solution that can meet your needs. In addition to giving you more access to a broader number of traditional vehicles (+36,000 total vehicles), you’ll also gain the ability to search and source leading managers in the alternative space (+26,000 total vehicles). We also offer analytic and portfolio management tools that support finding the optimal mix and allocation of funds for portfolios, as well as tools for assessing risk under specific scenarios. And, with easy-to-use reporting you can create charts and graphs that make it easier to communicate with internal compliance and other regulatory departments.

Solutions and Uses

Source New Managers

  • Screen across 33,000+ active investment vehicles using 2,800+ unique characteristics for traditional and alternative investments including qualitative information
  • Cross-check your consultant recommendations against what other investors are screening for to find managers you may not have known about
  • Ensure potential manager holdings are varied when compared against others in your portfolio by conducting an active share overlap analysis

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Evaluate Private Equity Managers

  • Look past the headline numbers and gain deeper insight into the true drivers of value to get the information you need for more effective due diligence and decision making
  • Analyze track records at an unparalleled level of granularity and flexibility with configurable performance analysis tools 
  • Quickly generate standard and custom reports of your analysis in a variety of formats, ready to be included into your own documentation

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Monitor Existing Managers

  • Compare managers against peers using numerous industry standard calculations
  • Know if the fees you are paying are commensurate with performance — and if those fees are competitive among other managers
  • Dig deeper to see how active your manager really is and what is contributing the most to success or failure with attribution analysis

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Break Down Performance with Holdings Analysis

  • Understand the impact of security, sector and regional decisions as well as style, timing and activity components – quickly determining the manager’s strengths and weaknesses
  • Evaluate attribution against a new and unique peer group relative view — think peer group “benchmark” based on actual and aggregated holdings — or compare against a specific active manger
  • Assess attribution analysis for hundreds of managers at once — no need to import data with reports in less than a minute 

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Create Reporting for Constituents

  • Create made-to-order, reports for stakeholders by dragging and dropping tables, charts and narrative text blocks into one of many layout options
  • Choose from our library of existing templates with the ability to customize reports by adding your  logo and colors
  • Export fund and portfolio reports to PDF 

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Construct and Optimize Portfolios

  • Construct, analyze and simulate active or pro forma portfolios using the Efficient Frontier method
  • Add potential managers to your existing portfolios to see how they would have performed
  • Track liquidity to view upcoming redemption possibilities and fees associated with those redemptions

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Manage Risk

  • Understand portfolio risk is for both normal and non-normal distributions using traditional and fat-tailed frameworks
  • Assess both risk and upside using a returns-based model
  • Utilize an award-winning portfolio risk solution built in partnership with FinAnalytica
  • Test your portfolio under pre-defined or custom market conditions and shock factors

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Conduct Advanced Peer Analysis

  • Leverage a web-based, peer-holdings database to compare your manager's portfolio to the average portfolio in a universe
  • See how closely your manager is adhering to stated philosophies 
  • Enhance performance and holdings overlap analysis

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Track Industry Flow Trends

  • Understand which types of products are in or out of vogue
  • Track which kinds of firms are investing in what kind of products and where
  • Learn if the funds in your portfolio are moving ahead of market shifts or if you need to change your allocations to keep up

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“Analytics helps us easily see what the addition or subtraction of a new fund will do to our portfolio. It’s a quick way to generate a return stream without having to run a bunch of Excel calculations. Every allocator would be well served to have a system like this.”

Vice President
Global Insurance Company
$500 Billion in AUM

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Whitepaper:

Three Ways to Take Charge of Your Fiduciary Responsibility

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