Case Study: Catallyst Advisors achieves timely, customized investment reporting with eVestment Analytics

Catallyst Advisors - Customer Case Study

Catallyst Advisors, an institutional investment marketing firm, needed a comprehensive investment analytics tool to provide competitive reporting and detailed performance analysis for its clients. The firm required regular, direct access to a complete data set for peer-group analysis to correctly position their investment manager clients. They selected the eVestment Analytics solution to meet this challenge.

eVestment provided a wealth of data with robust custom reporting capabilities, which Catallyst uses to prepare quarterly and ad hoc reports. The solution's timely, up-to-date data, delivered at an affordable price, was a key factor in its selection. The client service received particular praise for its exceptional support. As a result, Catallyst relies on eVestment to demonstrate market opportunities and differentiate its clients' capabilities.

Catallyst Advisors

John Schaffer

Principal