For us, eVestment 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.
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Ask the Right Questions
Whether you’re conducting your own manager search or you’re working with a consultant, start with questions that reflect your organization’s values and priorities, then drill into manager profiles to assess quantitative and qualitative factors.
Enhance Operational Efficiency
Streamline how you collect, aggregate and analyze general partner track records to free up time and resources in due diligence and monitoring. Standardize how performance is calculated across general partners and use analytics to mitigate risks of errors that impact decision making and reporting.
Negotiate Fees Intelligently
Use the fee intelligence in Nasdaq eVestment Market Lens to understand what other asset owners are paying and ground your negotiation strategy in actual data.
Compare Managers vs Their Peer Group
What differentiates one manager from another is how they’re delivering returns. Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections and holdings weights.
Stress-Test Your Portfolio
Use a variety of market stresses to conduct simulations. See how your portfolio would perform under various conditions, from historical events to hypothetical scenarios.
Automate 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.
Go Beyond Headline Numbers
Evaluating managers and understanding how they will fit into your portfolio is a constantly moving target. You need to understand how they’re delivering value, their thought process and their ability to remain disciplined to their strategy. Multi-dimensional analysis — quantitative and qualitative — is key to finding your best-fit managers, every time.
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Evaluating managers and understanding how they will fit into your portfolio is a constantly moving target. You need to understand how they’re delivering value, their thought process and their ability to remain disciplined to their strategy. Multi-dimensional analysis — quantitative and qualitative — is key to finding your best-fit managers, every time.
Hold Your Managers Accountable
Things change, but good stewardship is constant. Whether you have an in-house investment team or a consultant relationship, you’ll want to get behind quarterly performance with drill-down data that helps you interact with your managers and understand the whole story of their performance in context.
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Things change, but good stewardship is constant. Whether you have an in-house investment team or a consultant relationship, you’ll want to get behind quarterly performance with drill-down data that helps you interact with your managers and understand the whole story of their performance in context.
Scale Your Research
Intensive manager research is central to what you do but inefficient operations may be holding you back. Ensure that your research – from documents and notes to commentary and reviews – are centralized and secure so that your team can focus less on operations and more on analysis. With a purpose-built platform for manager research, it’s easy to show your due-diligence process.
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Intensive manager research is central to what you do but inefficient operations may be holding you back. Ensure that your research – from documents and notes to commentary and reviews – are centralized and secure so that your team can focus less on operations and more on analysis. With a purpose-built platform for manager research, it’s easy to show your due-diligence process.
Get To Know Nasdaq eVestment
As your investment objectives evolve, so does your need for the right data and tools to help you create context faster and make the best decisions for your portfolio.
