Case Study: an alternative investment management firm boosts database visibility and client focus with eVestment Omni Alternatives

Alternative Investment Management Firm - Customer Case Study

The customer, an alternative investment management firm managing nearly $2 billion in assets, faced a challenge in efficiently reporting performance data to a growing number of consultant and third-party databases. This manual process was consuming valuable time for its lean team and hindering its institutional marketing growth. The firm turned to eVestment and its Omni Alternatives solution to address this inefficiency and improve its market visibility.

By implementing eVestment's Omni Alternatives, a full-service database marketing solution, the firm was able to dramatically increase its reporting scope from 5 to 13 databases with minimal internal effort. This allowed the head of marketing to focus on client relationships instead of manual data entry. The solution proved to be a scalable and efficient success, providing the firm with greater visibility to investors and even aiding in a routine SEC audit, solidifying eVestment's role as a key service provider.