Nasdaq eVestment™ Next Best Action for Institutional Capital
Empowering institutional capital teams with predictive insights and proactive risk management to win and retain mandates.
Win more mandates by focusing efforts where they matter most
By combining proprietary Nasdaq eVestment data and our intelligent scoring model, Nasdaq eVestment Next Best Action for Institutional Capital enables sales and distribution teams to filter through mandates — surfacing the best fit.
Smarter Mandate Selection
Prioritize outreach based on real-time scoring of open and eligible mandates.
Replacement Opportunities
Identify underperforming incumbents and position your products for replacement.
Identify Risk Exposure
Proactively uncover, assess, and mitigate risks that could lead to asset outflows
Spend less time searching, more time winning.
Automate the identification and prioritization of mandates, freeing your team from manual research so they can focus on high-impact outreach and relationship-building.
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Automate the identification and prioritization of mandates, freeing your team from manual research so they can focus on high-impact outreach and relationship-building.
See what others miss.
Gain early visibility into emerging and replacement mandates—backed by a proven scoring model that delivers an Opportunity Score from live testing, helping you engage before RFPs are issued.
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Gain early visibility into emerging and replacement mandates—backed by a proven scoring model that delivers an Opportunity Score from live testing, helping you engage before RFPs are issued.
Act with certainty.
Make smarter decisions with transparent, data-backed scoring. The “trust but verify” model design ensures your team can confidently pursue the right opportunities at the right time.
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Make smarter decisions with transparent, data-backed scoring. The “trust but verify” model design ensures your team can confidently pursue the right opportunities at the right time.
Talk to a Specialist
Want to skip the research and have an expert help you find the plan that’s the right fit for your firm?
Explore Our Data Coverage
See our global institutional data coverage across managers, strategies, investor profiles and more.
For Enterprise clients
Accelerate time to revenue by combining our Opportunity Scores with your own first-party intelligence
This hybrid approach enhances strategic clarity and ensures outreach is both data-backed and contextually informed.
Increased Win Rates
Prioritize mandates with the highest probability of success using real-time, data-driven scoring
Time Savings
Automate manual mandate tracking and research—freeing up your team to focus on high-impact outreach
Revenue Growth
Capture overlooked opportunities and proactively engage before RFPs are issued
Strategic Clarity
Align distribution efforts with real-time market intelligence and mandate visibility
Competitive Edge
Leverage proprietary insights unavailable to competitors through integrated viewership, performance, and relationship data
Enable Sales and Distribution Teams with Nasdaq eVestment™ Next Best Action for Institutional Capital
See Our Data in Power BI
Our Algorithm Analyzes:
- Viewership patterns and trends
- Competitive Positioning
- Strategy performance metrics
- Consultant sentiment
- Incumbent relationships
- Market timing and influence potential
Request a Free Assessment
Talk to a Specialist
Want to learn more? Fill in the form to request your free assessment — One of our experts will contact you to help you find the plan that’s the right fit for your firm.
