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Nasdaq eVestment™ Research Management

A purpose-built research management platform designed for institutional manager research, which also integrates with Nasdaq eVestment™ data.

Overview

Store, Organize and Track Manager Research

Intensive manager research is central to what you do. Ensure that your documents, notes, commentary, and reviews are centralized, secure, and accessible across your teams. 

Centralize Your Firm's Manager Research Assets

Bring Efficiency to Your Process with Workflow Triggers and Reminders

Document Your Due-Diligence Methodology for Stakeholders

Features

How Nasdaq eVestment™ Research Management Can Help You

Centralize Your Manager Research Assets

Findability sounds like a tech term, but it’s a real problem many research teams face every day. They know they have deep research on a strategy or manager, but it’s just not findable. It’s located somewhere on a chaotic shared drive or siloed across various analysts’ personal files.

Inefficient Operations Holding you Back

Your research team has a well-defined due-diligence process for screening managers, but you’re still relying on emails to remind people of review deadlines or pending approvals. Automated workflows free you and your team to do what you to best: research, analyze, and think. Let technology take care of the reminders.

Educate Clients and Stakeholders

Boards, families and other investor stakeholders want to more fully understand the process behind how particular managers have been chosen. With a purpose-built platform for manager research, it’s easy to show your due-diligence process, step by step.

As we populate the RMS with more documentation, our full research process on funds is more efficient because everything is in one place and organized. We’re not hunting through networks to compile the total picture we have on the fund.

Michael Casel, CIO, Haverford College

Resources

Product Overview