Challenges
Consultants have a critical role recommending investments and need efficient methods to screen, research, perform due diligence and monitor managers on behalf of their clients. They also need polished reports and presentations to provide evidence of the process for regulators and clients. And, consultants don’t have time to meet with every money manager knocking on their door hoping for a meeting. The challenge becomes more profound with the shift to alternative, hedge fund and international allocations. Only a handful of consultants have adequate power to command data from the asset management community across all asset classes and geographies – and, if they don’t have that power, they will struggle providing the best service to their clients.
Meeting the Challenge
eVestment was started by investment consultants, built by consultants – for consultants. Everything eVestment has done – from designing the questionnaire, creating analytics tools and working with asset managers to populate the database – has been done with the consultant in mind. By pulling together the most influential consultants early, the eVestment database has become the #1 database to update for asset managers – creating leverage for all consultants. With analysis and intelligence available anywhere through web-based technology, consultants can screen more efficiently and monitor more rigorously.
