Case Study: an international investment management firm improves database visibility and competitive analysis with eVestment Omni Complete and Analytics

International Investment Management Firm - Customer Case Study

An international investment management firm was missing out on a significant portion of the marketplace because it lacked a consistent strategy for updating its profiles in consultant and third-party databases. This sporadic presence caused them to be overlooked for investment searches. To address this challenge, the firm partnered with eVestment to implement their Omni Complete solution for comprehensive database marketing support.

The eVestment team managed the entire data submission process, ensuring timely and accurate profile updates across 18 different databases. This full-service approach resulted in the firm completing nearly 400 profiles, greatly increasing its chances of being included in relevant searches and providing management with peace of mind. The firm also utilized eVestment Analytics for robust competitive analysis, comparing their products against various universes and creating internal reports.