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    Asset Owner Solutions

    eVestment Research Management

    A purpose-built research management platform designed for institutional manager research, which also integrates with eVestment data.

    Overview

    Store, organize and track manager research

    Intensive manager research is central to what you do. Ensure that your documents, notes, commentary and reviews are centralized and secure.

    AOS RMS Assets

    Centralize your firm's manager research assets

    AOS RMS workflow

    Bring efficiency to your process with workflow triggers and reminders

    AOS RMS Methodology

    Document your due-diligence methodology for stakeholders

    Features

    How eVestment Research Management Can Help You

    Centralize Your Manager Research Assets

    Findability sounds like a tech term, but it’s actually a problem many research teams face everyday. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.

    Findability sounds like a tech term, but it’s actually a problem many research teams face everyday. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.

    Bring Efficiency to 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. Let technology take care of the reminders.

    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. Let technology take care of the reminders.

    Educate Clients and Stakeholders

    Boards, families and other investor stakeholders want to more fully understand the process behind how particular managers have been chosen. With a purpose-built platform for manager research, it’s easy to show your due-diligence process, step by step.

    Boards, families and other investor stakeholders want to more fully understand the process behind how particular managers have been chosen. With a purpose-built platform for manager research, it’s easy to show your due-diligence process, step by step.

    As we populate the RMS with more documentation, our full research process on funds is more efficient because everything is in one place and organized. We’re not hunting through networks to compile the total picture we have on the fund.

    Connect with us to learn more about eVestment Research Management: