Case Study: a boutique firm raises assets with Nasdaq eVestment

Boutique Firm uses eVestment to manage $3.29bn AUM and spot mandates sooner

The customer, a boutique investment management firm, faced the challenge of competing for assets as a smaller player amid the rise of private "shadow searches," where institutional investors conduct manager screenings without public requests for proposals. This made it difficult for the firm to know about or compete for new opportunities. To address this, they turned to Nasdaq eVestment and its intelligence platform to improve their visibility and marketing strategy.

The solution implemented by Nasdaq eVestment provided the firm with comprehensive data, email alerts for relevant searches, and access to consultant ratings and market documents. This enabled them to identify opportunities sooner, better engage with consultants, and differentiate their story. The measurable impact was successfully winning new assets, as evidenced by the firm discovering it was a finalist for a mandate before being officially notified, allowing them to proactively pursue and win the business.

\boxed{}