Case Study: Foundry Partners achieves faster database updates and time savings with eVestment Omni Source

Foundry Partners - Customer Case Study

Foundry Partners, a boutique asset management firm, faced a significant challenge in manually updating eight different investment strategies across multiple third-party and consultant databases. This process created a logjam, especially around quarter-end deadlines, and was becoming increasingly difficult for their marketing manager to handle alone. The firm sought a solution and chose eVestment's Omni Source service to assist with their database population efforts.

By implementing eVestment's Omni Source, Foundry Partners automated their database updates, which resulted in substantial time savings and allowed them to meet deadlines efficiently. The solution also improved their internal data reporting processes, making it easier to find information for RFPs. While difficult to quantify precisely, eVestment's service led to a noticeable reduction in man hours, enabling the firm to get information out faster and more efficiently.

Foundry Partners

Jason Thon

Marketing & Products Manager