Case Study: Lord Abbett strengthens meeting prep and competitive intelligence with eVestment Public Plan IQ

Lord Abbett - Customer Case Study

Lord Abbett, a large asset manager, faced a manual and reactive process for gathering critical information, which made institutional prospecting and consultant relations inefficient. The data was often inaccessible unless they already knew exactly what to look for, risking that they would miss key insights entirely.

Using eVestment's Public Plan IQ, the firm gained a powerful tool for preparation and competitive intelligence. The eVestment solution provided a centralized source for up-to-date information on plan allocations, consultant recommendations, and competitor activity, enabling Lord Abbett’s teams to make more informed decisions on fees, presentations, and strategy, ultimately ensuring they enter every client engagement with the most pertinent information.

Lord Abbett