Investment Consultant Solutions

Solutions for Investment Consultants

76 percent of the top 50 consultants as ranked by Pensions & Investments in 2014 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 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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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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“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

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