Case Study: a global asset management firm strengthens peer analysis and reporting with eVestment

Global Asset Management Firm - Customer Case Study

A global asset management firm, a long-time user of eVestment's Omni data management service, sought to leverage deeper intelligence to enhance its consultant relations, competitive analysis, and strategic planning. The firm needed to provide highly detailed, data-driven responses to consultant inquiries and perform comprehensive market analysis.

eVestment implemented its full Analytics suite, including Asset Flows, Advantage, Holdings Analysis, and Scorecard. This provided the firm with critical peer-level comparisons and competitive intelligence, enabling them to quickly craft detailed responses to consultants and set data-informed goals. The client reported a highly positive experience, praising the intuitive data format and the exceptional support from the eVestment team, which also helped create a custom, comprehensive quarterly report. This expansion of their relationship with eVestment empowered the firm to turn data into actionable business intelligence.