Aberdeen Investments Streamlines Prospecting Process for New Client Segments with Nasdaq eVestment™ Market Lens
Introduction
Aberdeen Investments is one of the UK and Europe’s largest independent asset managers with approximately $430 billion assets under management. The firm manages equites, public and private fixed income, multi-asset and alternatives strategies through separate accounts, institutional pooled funds, and various retail vehicles.
Aberdeen Investments has worked with institutional investors and consultants in United States for more than two decades and the firm has around 220 US-based investment, distribution, and operational employees. The organization’s primary focus is on providing investors with specialist investment capabilities and industry leading client service.
Breaking into the Sub-Advisory & Insurance Company Segments
As part of their efforts to expand their client base, Aberdeen Investments sought to target sub-advisory sponsors and insurance companies. However, both presented unique business development challenges.
Both are “low transparency” segments that typically operate without legacy consultant relationships or widely publicized manager searches. Success in the sub-advisory segment requires investment product insights and identification of potential gaps and replacement searches. Insurance company asset management teams are amongst the industry’s most sophisticated with outsourcing opportunities often tightly focused in public and private fixed income.
Aberdeen Investments needed a solution that could provide more insight into how allocators in each segment were building their portfolios and turn them into opportunities to introduce relevant Aberdeen Investments strategies.
Aberdeen Investments
Description:
Global Investment Company
Location:
United Kingdom
Firm AUM:
$430 Billion
Year Founded:
1825
Number of Employees:
5,000
Nigel Storer, Senior Director - Insurance"Nasdaq eVestment™ Market Lens provides us with the insights we needed on top of the tools we regularly use from Nasdaq eVestment’s market-leading analytics package. By combining Market Lens with a tool we were already very familiar with, we are now able to more efficiently and effectively identify opportunities and create data-informed pitches."
Disparate systems fail to deliver cohesive results
To properly position their strategies, Aberdeen Investments needed visibility into the underlying manager rosters of sub-advised funds as well as access to the general account product holdings of insurance companies. Due to regulatory reporting requirements, all of this raw data is available and in the public domain. Aberdeen Investments had previously used other platforms for collecting and sorting the data to varying degrees of success. What they all lacked was uniformity and accessibility through a consolidated platform.
Nasdaq Market Lens delivers enhanced visibility in a familiar interface
After careful consideration, Aberdeen Investments opted to adopt Nasdaq eVestment Market Lens to deliver the necessary insights across the sub-advisory and insurance company segments in a single platform. The specific portfolio view functionality that Aberdeen Investments sought was bolstered by the platform’s superior prospect search tools and integrated market-leading performance analytics. Aberdeen Investments can now conduct searches based on investor, investor type, asset manager or strategy, as well as gathering competitive intelligence via searches on peer strategies which often yield capital-raising opportunities beyond sub-advisory and insurance companies.
The final decision was an easy one in the end for Aberdeen Investments as the firm already had a significant internal user base for Nasdaq eVestment Analytics. As a result, adding Nasdaq eVestment Market Lens was a simple “flick of a switch” upgrade to a platform with which users were already familiar.
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