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.
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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.
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.
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.
Discover ESG Analytics
Validate how managers’ ESG policies translate into outcomes
Ensuring managers you screen and invest in are in accordance with your firm’s ESG investment policies is crucial. The new ESG Analytics tool is designed to provide insights on ESG exposures of asset managers’ products, offering asset owners enhanced transparency throughout manager research and monitoring.
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.