step 3

    Asset Owner Solutions

    eVestment Holdings Analysis

    Deconstruct equity manager performance versus not only benchmarks, but also peer averages. Validate a team’s discipline around its stated process.

    Overview

    Hold Your Equity Managers Accountable

    Your equity managers may deconstruct their returns to report attribution, but that doesn’t explain how their decisions differ from those of other managers. Use Holdings Analysis to pinpoint where managers are demonstrating independent thinking with stock selections that are notably different from peers. Analyze their sector, region and style allocations to validate that they’re following their stated investment philosophy or uncover potential style drift.

    AOS Holdings Analysis allocations

    Compare managers vs peer group on style, sector and region allocations

    AOS Holdings Analysis characteristics

    Stack up managers vs. peer group on portfolio characteristics

    AOS Holdings Analysis weights

    Measure managers on equity holdings and ownership weights

    Features

    How eVestment Holdings Analysis Can Help You

    Know the Questions to Ask

    Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections and holdings weights in advance. This background data will help you ask better questions and get more insight into your managers’ thought process.

    Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections and holdings weights in advance. This background data will help you ask better questions and get more insight into your managers’ thought process.

    Get Behind the Numbers

    Most top-quartile managers are delivering similar performance. What differentiates one manager from another is how they’re delivering returns. Holdings Analysis is key to holding your managers accountable for following their stated philosophies and process.

    Most top-quartile managers are delivering similar performance. What differentiates one manager from another is how they’re delivering returns. Holdings Analysis is key to holding your managers accountable for following their stated philosophies and process.

    Be an Interactive Partner

    Whether you’re an in-house investment team or you work with a consultant, Holdings Analysis helps you interact with managers as a partner and get behind their headline updates.

    Whether you’re an in-house investment team or you work with a consultant, Holdings Analysis helps you interact with managers as a partner and get behind their headline updates.

    For us, eVestment Holdings Analysis 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 through style-, country- and sector-allocations.

    Connect with us to learn more about eVestment Holdings Analysis: