Several quarters before assets move, investors and their consultants conduct asset allocation studies, revise their models, and plan re-balancing to align with their IPS. With Nasdaq eVestment™ – and automated alerts – you can get ahead of new opportunities by tracking these leading indicators. And with extensive key contact data, along with manager rosters, you know which asset owners to connect with and how you would fit into their portfolio.
Consultants and asset owners conduct extensive research and due diligence in Nasdaq eVestment before they hire, fire, watchlist or replace a manager. This research activity is therefore a leading indicator of coming opportunities – as well as potential redemption risks. Data-driven managers track this activity on a regular basis to quantify interest in their products and understand what allocators are researching today for decisions tomorrow.
Before investors place assets, they go through a predictable process with their consultant, starting with education about an investment universe, then recommendations on allocation changes – both of which take place well before a search is approved or announced. Consultant ratings also play a key role in influencing the decisions asset owners make. In aggregate, this qualitative data gives managers insight into broad areas of opportunity, where consultants see certain investment universes favorably. Even more important is the actionable intelligence it gives managers, especially peers that have been downgraded, with click-throughs to their investor client lists.
Utilize our suite of solutions to detect early signals of coming mandates and identify opportunities.
The latest research, thought leadership and client success stories.
The latest research, thought leadership and client success stories.
The latest institutional news delivered straight to your inbox biweekly.
The latest institutional news delivered straight to your inbox biweekly.
Nasdaq eVestment for asset managers empowers you to win and retain assets.
Nasdaq eVestment for asset managers empowers you to win and retain assets.
