Case Study: Institutional Asset Management Firm streamlines database submissions with eVestment Omni

Institutional Asset Management Firm - Customer Case Study

An institutional asset management firm faced a significant challenge in managing its presence across nearly 20 consultant databases. The manual process of submitting consistent quarterly updates for 120 products and over 400 share classes was error-prone and consumed excessive staff resources, hindering their marketing efforts. To address this, they turned to eVestment and implemented its Omni solution to streamline their database submissions.

eVestment's Omni solution automated the data entry process, dramatically reducing errors and freeing the firm's staff to focus on more critical tasks. The results included streamlined processes and enhanced insight into market trends. The firm later upgraded to the full-service Omni Complete offering, further solidifying the partnership. The client reported that eVestment's tools, including Advantage, greatly improved their business planning and win-loss analysis.