Solutions for Wealth Managers & Advisors

Solutions for Wealth Managers & Advisors

Offering efficiency and independence for manager selection, monitoring and client communication.

Challenges

Wealth managers, Registered Investment Advisors (RIAs), Broker/Dealers and Wirehouse advisors face continued pressure on profitability as clients dissatisfied with returns drift from higher-cost service models in favor of discount brokers and custodians. In the UK and Australia, new regulations require that advisors move to a fee-for-service model – absent of commissions and inducements to decrease bias in advice given. The U.S. is expected to adopt a similar structure. Increased regulations lead to increased transparency and the need to demonstrate sound advisory processes. 

Meeting the Challenge

eVestment offers affordable and scalable access to an independent, comprehensive, global database of funds across all regions and asset classes populated by managers for use by institutional investors. With flexible, intuitive screening capabilities, your firm can narrow down managers to those meeting your criteria based on style, ownership, manager experience, ethical performance, risk attributes, impact to portfolio, etc. in an inclusive way with documented evidence of your search methodology. You can then generate tear sheets for advisors to share with clients on funds you recommend. Ongoing manager monitoring against benchmarks and client-facing reporting is supported with sophisticated, customized reporting that is accessible even to new users. For your research departments, there are advanced simulation and modeling capabilities for both traditional and fat-tail risk strategies. With a subscription to Morningstar, advisors can track separately managed accounts, mutual funds and ETFs all in one place.

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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“By leveraging institutional-caliber analytics and model portfolios to streamline the process of creating investment proposals, technology can help firms achieve great consistency in advice delivery.”
Neal Ringquist, Accounting Today