Solutions for Investors & Pensions

Investors and Pensions are rapidly diversifying to include alternatives and global instruments.

Challenges

Investors and pensions need efficient methods to screen, research, perform due diligence and monitor managers in their quest to deliver returns. They need to know the data they are using is accurate and fresh — and represents the best options available worldwide across every asset class. They must take into account their own assets and liabilities and the impact to portfolio risk while screening strategies and tracking exposures. They also need polished reports and presentations to provide evidence of a sound, inclusive selection processes for regulators and committees. Finally — investors and pensions just don’t have time to meet with every money manager who would like to meet with them.

Meeting the Challenge

eVestment offers a comprehensive suite of solutions for screening and monitoring managers leveraging the data of the #1 "Must Be In" database as ranked by Money Management Letter and iiSEARCHES. Additionally, our tools allow you to assess portfolio risk and keep up with fund manager documents and communications. With analysis and intelligence available anywhere through web-based technology, investors can screen more efficiently and monitor more rigorously. For alternative strategies, eVestment’s analytics provide visibility into long and short-term return rates, Value at Risk (VaR), Kurtosis and Skewness to help evaluate strategies.

Solutions

Analytics

Analytics provides a robust engine powered by the eVestment global database where investors and pensions 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
  • Ensure screening includes newer managers and newer strategies
  • Create polished materials to support presentations and analysis processes for stakeholders
  • Compare managers against peers using numerous industry standard calculations
  • Construct, analyze and simulate active or pro forma portfolios using the Efficient Frontier and Monte Carlo Simulation
  • Track liquidity to view upcoming redemption possibilities and fees associated with those redemptions

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Asset Flows

Asset Flows offers a powerful 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 portfolio moving ahead of market shifts?

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Attribution

As an investor or pension, 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 

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Peer Alpha

Peer Alpha is eVestment’s web-based, aggregated peer-holdings database that  is fundamentally changing the way investors and pensions 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

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PerTrac RiskPlus

PerTrac RiskPlus helps investors and pensions better understand their 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 portfolio under pre-defined or custom market conditions and shock factors
  • Produce easy-to-interpret reporting quickly

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“We needed access to managers worldwide across asset classes to analyze the impact of shifting portfolio directives. Emerging markets and new types of assets represent promising options for returns consistent with the philosophy of our fund. That's why we are using eVestment for research.”
Institutional Investor, London

New Whitepaper:

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

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