Solutions for Investment Consultants

78 percent of the top 50 consultants as ranked by Pensions & Investments in 2013 rely on data and tools from eVestment.

Challenges

Consultants have a critical role recommending investments and need efficient methods to screen, research, perform due diligence and monitor managers on behalf of their clients.  They also need polished reports and presentations to provide evidence of the process for regulators and clients.  And – consultants don’t have time to meet with every money manager knocking on their door hoping for a meeting. The challenge becomes more profound with the shift to alternative, hedge fund and international allocations. Only a handful of consultants have adequate power to command data from the asset management community across all asset classes and geographies – and, if they don’t have that power, they will struggle providing the best service to their clients.

Meeting the Challenge

eVestment was started by investment consultants, built by consultants – for consultants.  Everything eVestment has done – from designing the questionnaire, creating analytics tools and working with asset managers to populate the database – has been done with the consultant in mind.  By pulling together the most influential consultants early, the eVestment database has become the #1 database to update for asset managers – creating leverage for all consultants.  With analysis and intelligence available anywhere through web-based technology, consultants can screen more efficiently and monitor more rigorously.  

Solutions

Analytics

Analytics provides a robust engine powered by the eVestment global database where investment consultants can:

  • Screen potential managers on 2,300+ unique characteristics for traditional investments and 500+ characteristics for alternatives including qualitative information and all relevant index/universe benchmarks
  • Screen across 55,000 investment vehicles in all asset classes and geographies
  • Create polished materials to support presentations and analysis processes for clients and regulators
  • Compare managers with peers with a number of dimensions
  • Model hedge fund portfolios using Efficient Frontier and Monte Carlo Simulation
  • Monitor managers for performance against promises

Learn More >


Asset Flows

Asset Flows offer a great view into global trends – across asset classes – with visibility into strategies, product types and style emphasis. With Asset Flows, you can see:

  • What types of products are in or out of vogue?
  • What kind of firm is investing in what kind of product and where?
  • Are the funds in my client's portfolio moving ahead of market shifts?

Learn More > 


Attribution

As an investment consultant, the truth behind a manager’s success and failure is often unknown. Breaking down the components of active return is key to better understanding a manager’s performance, evaluating investment decisions and determining the right questions to ask. eVestment Attribution is an equity holdings-based attribution system that helps you:

  • 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
  • Access and review attribution within the same Analytics platform you know and love – complete with advanced filtering, charting and publishing capabilities
  • Leverage 100% global institutional holdings data integrated directly into product profiles – no need to import data
  • Evaluate attribution against a new and unique peer group relative view called Peer Alpha – 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 – produce reports in less than a minute

Learn More >


Peer Alpha

Peer Alpha is eVestment’s web-based, aggregated peer-holdings database that 
is fundamentally changing the way consultants assess managers — leveraging the help of the 
industry’s only 100% institutional equity holdings data.

  • 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

Learn More >


PerTrac RiskPlus

PerTrac RiskPlus helps investment consultants better understand their client's portfolio risk using returns-based analysis 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 client's portfolio under pre-defined or custom market conditions and shock factors
  • Produce easy-to-interpret reporting quickly

Learn More >

“eVestment is an industry leader and second to none in terms of the amount of data that is easily available at your fingertips. The ease with which we can access the data makes our jobs as research professionals that much more efficient – it’s an awesome resource that we leverage daily.”

Mark Stoner
Research Operations Associate
Slocum

Read the Case Study > 

New Whitepaper:

Exploring the Challenges of Multi-Asset Class Analysis in Institutional Portfolios

Read More