Getting Ahead with the Right Intelligence Platform
Winning opportunities requires precision targeting. Scott Valentine, Head of Investor Relations at Quest Partners, said his firm needed a platform that could give them the “ability to anticipate mandates before they come out and to see who is, at a given point in time, evaluating our type of manager or quantitative strategies.”
Without such a centralized intelligence platform, the firm resorted to “scouring public plans’ websites, receiving information from industry peers and occasionally hearing from someone who would recommend us for a mandate. We also had a tough time sourcing competitor data.”
Nasdaq eVestment™ offered them Nasdaq eVestment Market Lens, a library of more than 50,000 plan documents that gives users visibility into where investors are adjusting target allocations for the future, searches under review that have not been announced, and more.
“Nasdaq eVestment Market Lens has made all that information centralized and easily extractable. This has given us easy access to information on our competitors and the ability to identify areas in which we can improve.”