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Nasdaq 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

Differentiating managers is a constantly moving target. 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 Nasdaq eVestment™ 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. 

Compare Managers vs Peer Group on Style, Sector and Region Allocations

Stack Up Managers vs Peer Group on Portfolio Characteristics Including Factor Exposures

Measure Managers on Equity Holdings and Ownership Weights

Features

How Nasdaq eVestment Holdings Analysis Can Help You

Understand the Whole Story

of manager performance in context: Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections, factor exposures, 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. Nasdaq eVestment 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, Nasdaq eVestment 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.

Njara Rakotonanahary, Head of Research & International Liquid Assets, SEDCO Capital

Resources

Product Overview