Case Study: BTA Investment Advisors streamlines database updates and strengthens institutional analysis with eVestment

BTA Investment Advisors - Customer Case Study

BTA Investment Advisors, a New York City-based hedge fund specializing in alternative strategies from emerging managers, needed to ensure it was perceived with institutional rigor and transparency. To meet prospective client expectations and efficiently manage its data across multiple databases, the firm turned to eVestment and its Omni service for a solution.

By implementing eVestment's Omni, Analytics, and Public Plan IQ products, BTA automated its time-consuming database population process, increasing its reach from 4-5 to 10 databases while ensuring data consistency. This freed the team to focus on core skills. Using Analytics for deep "what-if" portfolio analysis and Public Plan IQ for tracking Emerging Manager Programs, BTA gained the tools to perform essential homework, leading to its first EMP RFP response and a stronger, more informed market presence.

BTA Investment Advisors

Paul Toldalagi

Managing Partner and CEO