About Glenmede
The Glenmede Trust Company is an independent, US-based wealth manager with more than $41B under management. Glenmede is focused on providing clients the responsiveness of a small, boutique firm, coupled with the infrastructure and resources of a large organization. It turned to Nasdaq eVestment™ for comprehensive data on managers offering institutional funds across the world, analytics tools for screening managers, and a document library of consultant ratings, commentary and other qualitative intelligence.
About The Client
Glenmede Trust Company
Dane Weinberger
Glenmede Officer
Description:
$41B Firm AUM
6:1 Client-to-Employee Ratio
-
Dane Weinberger
Glenmede OfficerDescription:
$41B Firm AUM6:1 Client-to-Employee Ratio
Broader, More Efficient Manager Searches
Glenmede officer Dane Weinberger says his firm turned to Nasdaq eVestment for “a robust, institutional manager search tool that would [also] help us effectively communicate content to prospects and clients.”
“With Nasdaq eVestment, we are now able to conduct wider, more efficient manager searches. Before, we had to email a wholesaler for a deck of performance information. Now, manager pitch books, performance and more are available by logging into the platform.”
We really value Nasdaq eVestment as a one-stop tool that expedites and enhances the quality of our research and enables us to effectively communicate with internal and external stakeholders.
Better Client Communication
According to Weinberger, Glenmede also relies on Nasdaq eVestment for communicating key data to clients about their managers. “We found even more value by using Nasdaq eVestment to improve how we communicate with clients. With the Nasdaq eVestment team’s help, we built out templates so we can now easily run a manager through the template and generate a cohesive, concise five- or six-page deck of key information for clients on their managers.”
More Productive Meetings with Current Asset Managers & the Firm’s Investment Teams
“We consult the Nasdaq ocument library to read manager reviews conducted by large institutional investors and investment consultants, so we’re aware of any issues that may be surfacing. That way, when we get on the phone with managers, we’re ready to have a more productive, more robust dialogue.”
Glenmede has also configured dashboards in Nasdaq eVestment, which Weinberger says “provides us with an easy way to watch managers and know key questions to ask when we have our quarterly calls. It helps us do due diligence on our managers so we’re better prepared to discuss potential issues internally.”
Data, Analytics & Reporting – All in One Platform
Having a single platform with quantitative data, qualitative data, analytics and reporting was a key consideration in Glenmede’s buying decision. “Nasdaq eVestment stood out to us because it’s a one-stop shop solution. The platform executes on all dimensions of what we’re looking to accomplish – whereas other platforms we evaluated were only able to give us part of the total equation. With Nasdaq eVestment, we can search managers, analyze and compare them and get qualitative intelligence on them all from one platform. We can also report on our analysis for communicating with internal stakeholders, clients or meeting with managers. All of this has been really powerful for Glenmede and our ability to provide unparalleled service to our clients.”
Leverage Nasdaq eVestment Analytics to:
Build comparisons of managers by choosing from hundreds of metrics, see products in quartile ranking, see yourself as consultants & investors do, and much more.
-
Build comparisons of managers by choosing from hundreds of metrics, see products in quartile ranking, see yourself as consultants & investors do, and much more.
