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    Asset Owner Solutions

    eVestment

    As your investment objectives evolve, so does your need for the right data and tools to make the best decisions for your stakeholders.

    Overview

    Research and monitor managers to better perform due diligence.

    Go Beyond Headline Numbers

    Most top-quartile managers are delivering similar performance. What differentiates one portfolio team from another is how they’re delivering, their thought process and their ability to remain disciplined. Multi-dimensional analysis — quantitative and qualitative — is key to finding managers aligned with your objectives.

    Explore eVestment Analytics -> Explore eVestment TopQ+ ->

    Most top-quartile managers are delivering similar performance. What differentiates one portfolio team from another is how they’re delivering, their thought process and their ability to remain disciplined. Multi-dimensional analysis — quantitative and qualitative — is key to finding managers aligned with your objectives.

    Explore eVestment Analytics -> Explore eVestment TopQ+ ->
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    Hold Your Managers Accountable

    Things change, but good stewardship is constant. Whether you have an in-house investment team or a consultant relationship, you’ll want to get behind quarterly performance with drill-down data that helps you interact with your managers and understand their thought processes.

    Explore eVestment Holdings Analysis -> Explore eVestment Market Lens -> Explore eVestment RiskPlus ->

    Things change, but good stewardship is constant. Whether you have an in-house investment team or a consultant relationship, you’ll want to get behind quarterly performance with drill-down data that helps you interact with your managers and understand their thought processes.

    Explore eVestment Holdings Analysis -> Explore eVestment Market Lens -> Explore eVestment RiskPlus ->

    Scale Your Research

    Intensive manager research is central to what you do. Ensure that your research – from documents and notes to commentary and reviews – are centralized and secure. With a purpose-built platform for manager research, it’s easy to show your due-diligence process

    Explore eVestment Research Management ->

    Intensive manager research is central to what you do. Ensure that your research – from documents and notes to commentary and reviews – are centralized and secure. With a purpose-built platform for manager research, it’s easy to show your due-diligence process

    Explore eVestment Research Management ->
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    For us, eVestment has really been a breakthrough. We’re going beyond looking at the track record and doing regression to get a full picture of how a manager generates alpha.

    Ask the Right Questions

    Whether you’re conducting your own manager search or you’re working with a consultant, start with questions that reflect your organization’s values and priorities, then drill into manager profiles to assess quantitative and qualitative factors.

    Enhance Operational Efficiency

    Streamline how you collect, aggregate and analyze general partner track records to free up time and resources in due diligence and monitoring. Standardize how performance is calculated across general partners and use analytics to mitigate risks of errors that impact decision making and reporting.

    Negotiate Fees Intelligently

    Use the fee intelligence in Market Lens to understand what other asset owners are paying and ground your negotiation strategy in actual data.

    Compare Managers vs Their Peer Group

    What differentiates one manager from another is how they’re delivering returns. Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections and holdings weights.

    Stress-Test Your Portfolio

    Use a variety of market stresses to conduct simulations. See how your portfolio would perform under various conditions, from historical events to hypothetical scenarios.

    Automate Your Research Process

    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 workflow frees you to do what you to best: research, analyze and think.

    Connect with us to learn more about eVestment: