Case Study: Global Insurance Company achieves faster portfolio analysis and risk reporting with eVestment

Global Insurance Company - Customer Case Study

The customer, Global Insurance Company, is a global insurance carrier with $500 billion in assets whose investment alternatives group needed to replace a manual, Excel-based process for portfolio analysis and reporting. They sought a more advanced tool for portfolio construction, risk monitoring, and reporting, ultimately selecting eVestment for its Analytics and RiskPlus solutions.

The implementation of eVestment's solutions allowed the team to quickly analyze portfolio impacts, generate detailed tear sheets with peer comparisons, and run unique stress tests and risk analysis. This provided unique insights and led to significant time savings in quarterly reporting. The client also highlighted eVestment's phenomenal support and responsiveness. The vice president concluded that the system is an essential tool for any allocator.