Australian-based, Global Equity Boutique Leverages Nasdaq eVestment™ to Better Engage Investors & Consultants Globally
Introduction
Bell Asset Management (BAM) is an Australian-based manager with USD $3.0B under management. The firm is a global equity boutique with strong performing strategies serving investors internationally, especially institutional investors such as U.S and European pension plans and Australian superannuation funds.
They say their ‘Quality at Reasonable Price’ investment approach is more broader and dynamic, which has led to more consistent performance outcomes over differing market cycles.
Bell Asset Management
Rob Sullivan
Managing Director for Distribution and Strategy
Description:
$3.0bn Firm AUM
Establishing a Global Reach for Engagement
According to Rob Sullivan, Managing Director for Distribution and Strategy, Bell Asset Management is growing its network throughout Europe, the U.K., broader Asia and the U.S. by focusing on high-touch engagements with institutional investors and asset consultants.
“Obviously direct engagement is important for [us], but so is Nasdaq eVestment™ . We take pride in providing complete and timely information to Nasdaq eVestment so investors and consultants, no matter where they are in the world, have immediate access to deep data on our firm and strategies.” BAM’s outreach also includes distributing thought leadership, in particular on its global small- and mid-cap equity expertise, its ESG engagement and on its definition of Quality investing.
BAM began to focus more on expanding its global visibility about six years ago, said Sullivan. “The first thing we did was look at what we were reporting to Nasdaq eVestment and focus on making sure it was complete. Then from that point on, we started to see more ‘reviews,’ which led to direct investor engagement. It’s been an important channel to promote our extensive global equity expertise and has helped us increase our assets under management.”
For BAM, establishing and maintaining a global brand presence has been key to the firm’s growth strategy.
Rob Sullivan"We take pride in providing complete and timely information to Nasdaq eVestment™ so investors and consultants, no matter where they are in the world, have immediate access to deep data on our firm and strategies."
Tracking Engagement
BAM relies on Nasdaq eVestment Advantage to monitor engagement “on a weekly basis,” according to Sullivan. “We regularly check Nasdaq eVestment to track the viewership of our products before and after we engage with investors. When we plan road shows in a particular region, for instance, we first assess viewership of our strategies in the region, then monitor for spikes in viewership after the road show. This helps us quantify how successfully we’re engaging.”
BAM also uses viewership data to understand where interest in its products is coming from. As the firm’s brand awareness continues to expand globally, locating viewership by geography – and knowing whether it’s generated from investor or consultant research activity – has helped BAM further refine its outreach and engagement.
Choosing Nasdaq eVestment
“When we reviewed data sources and platforms, Nasdaq eVestment stood out in relation to our needs,” explained Sullivan. “And we maintain our relationship with Nasdaq eVestment because it continues to evolve. Of course, there are the data and analytics capabilities, but we value the insights Nasdaq eVestment provides in other ways too, like reports on institutional trends and interviews with consultants. Content on demand for ESG has been of particular interest to us, as it’s a strength of our investment capabilities. All of this just helps us engage with investors and consultants in more and deeper ways.”
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