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Know How You Rank

By definition, every manager on a shortlist will have similar performance results. Knowing how you rank against peers on multiple dimensions is the beginning of differentiating your strategy.

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How to Rank Yourself:

Go Beyond Performance - Because Investors and Consultants Do

Compare your products to those of competitors on multiple dimensions, from performance and characteristics to philosophy and fees, equity holdings to asset flows. After all, asset owners and allocators compare active managers to each other – not just a benchmark. They have a deep understanding of how you rank against other managers. You should too.

Know Who Your Peers Actually are

With Nasdaq eVestment™, you can identify the other managers investors and consultants are comparing you against when they build reports and charts. Who you’re actually competing against might surprise you. When you know who your perceived peers are, you can anticipate questions as you prepare for meetings and more assertively position your strategies favorably because you know the competition. And with Mercer Trends, you can toggle between Nasdaq eVestment and Mercer universes to see your rankings from different perspectives.

Understand What Consultants are Saying About You and Your Peers

Investors rely on the thought leadership of their consultants, from capital markets assumptions to asset allocation models, watchlist and hire recommendations to manager ratings. Understanding how consultants are advising their clients – and how they’re evaluating strategies like yours – is business-critical intelligence. With Nasdaq eVestment Market Lens®, you have direct line-of-sight into consultant sentiment, as a precursor to asset movement in coming quarters. And with Mercer Trends, you have perspective on your own ESG ratings and those of your peers.

Analyze Your Market Share and Flow Capture Rate

Understanding whether your distribution strategy is on track requires deeper data than AUM alone. Competitive managers want to understand how their efforts rank against their peers in terms of market share and flow-capture rates. This intelligence and more is available through Nasdaq eVestment.

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See How You Rank in Mercer Universes With even more transparency into how your products stack up. Learn More

Solutions, Tools, and Services

Utilize our suite of solutions to know how you stack up.

Nasdaq eVestment Advantage

Are your strategies top of mind with gatekeepers? Which firms are you really competing against? Is your consultant outreach effectively building interest in your products? You have hunches about these questions, but Nasdaq eVestment Advantage actually has answers.

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Nasdaq eVestment Analytics

You know how you perform against the benchmark, but you’re competing against other active managers – not an index. Nasdaq eVestment Analytics equips you to compare your strategy to those of competitors on multiple dimensions, from performance to portfolio characteristics, PM bios to active share, efficiency to firm ownership.

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Nasdaq eVestment API

Integrating Nasdaq eVestment data into your applications with APIs for even greater insight.

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Nasdaq eVestment ESG Analytics

For distribution and strategy teams, Nasdaq eVestment ESG Analytics enables you to quantify, demonstrate, and highlight your ESG approach to allocators, with quantitative insights on your products’ ESG metrics alongside the competitive landscape.

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Nasdaq eVestment Holdings Analysis

You already deconstruct your returns to understand attribution, but attribution doesn’t explain how your team’s decisions set you apart from peers. With Nasdaq eVestment Holdings Analysis, pinpoint the narrative that truly differentiates your equity products.

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Nasdaq eVestment Market Lens®

It’s all about context – the more you have, the smarter your distribution game plan will be. Nasdaq eVestment Market Lens is the one-stop shop for institutional investment intelligence that gives managers line of sight into the broader context of the marketplace.

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Mercer Trends

Mercer Trends gives you more intelligence for positioning your products, based on more transparency into how your strategies are perceived in the marketplace and how they rank versus peers across multiple dimensions, from performance to fees to ESG ratings.

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Research

Insights

The latest research, thought leadership and client success stories.

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Solutions

Nasdaq eVestment for asset managers empowers you to win and retain assets.

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