To Raise Institutional Assets, You Have to Know the Trend Lines
Every quarter, investors around the world move trillions of dollars across asset classes and regions. Support your long-term strategy by quantifying this momentum and ensure your firm is best positioned to capture those assets in the future.
How to Analyze Trends and Anticipate Institutional Behavior:
Track Asset Movement
Product demand changes over time, and data on flows momentum tracks how it’s evolving. Flows data can be sliced by universe, geography, investor type or theme (such as ESG) to give managers key data points for forecasting where investor demand is headed next. And analysis like this gives managers a firm data foundation for critical decisions, from which products to support with sales and marketing dollars to how their firm’s investment capabilities may need to evolve along with investor demand.
Track Viewership and Research Activity
Investment consultants and institutional investors take due diligence seriously. That’s why over 1,000 of the most influential consultants and largest investors in the world subscribe to Nasdaq eVestment™ – to access to the deepest data on institutional strategies available. How they research, screen, compare and chart managers provides a multi-dimensional picture of how they think and what matters to them. Coupled with performance data, this intelligence becomes even more signal-rich, pointing to potential replacements (high screening + underperformance) or potential opportunities (high screening + outperformance). Consultant and investor activity can also be viewed at different levels of granularity to identify trends at the universe, geographic or product level.
Monitor Trends in Product Manufacturing
Every quarter, 500+ products are added to the Nasdaq eVestment database, and many are newly incepted. Monitoring new products and their ability to attract assets provides other data points for assessing demand by strategy, geography or investor type.
Understand the Advice Asset Owners are Receiving
Well before investors change course, they’re assimilating advice from their consultant – or in many cases their consultants. Understanding how they’re being advised is essential for forecasting how individual asset owners may allocate differently in the future and how, in aggregate, the institutional market is likely to shift moving forward.
Solutions, Tools, and Services
Utilize our suite of solutions to analyze trends to anticipate institutional behavior.
Nasdaq eVestment Asset Flows
Trillions of dollars move in and out of strategies and geographies every year. Understanding where assets are moving – and the investor types that are reallocating – is essential for quantifying product demand and assessing the competitive strength of your line-up.
Learn MoreNasdaq 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.
Learn MoreNasdaq eVestment Instant Insights
Instant Insights is a dashboard view of your product line-up, with immediate line of sight into how your strategies rank, the dynamics of the universes in which you compete, allocator interest in your products and opportunities in each universe.
Learn MoreNasdaq 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.
Learn MoreNasdaq 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.
Learn MoreNasdaq 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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