Case Study: Slocum streamlines manager research and client reporting with eVestment Analytics and Database Datafeed

Slocum - Customer Case Study

Slocum, an institutional investment consulting firm, faced inefficiencies in manually collecting and distributing data for manager research and client reports. This time-consuming process was detracting from their core due diligence work. To address this challenge, they turned to eVestment, a long-time vendor, and implemented the eVestment Analytics Database Datafeed.

By leveraging eVestment's data feed from its Traditional U.S. and Global datasets, Slocum automated its data distribution. This solution fed a new web-based client portal and automated fact sheets, eliminating the need for manual data collection by the research team. The results were significant time savings for the team and a more useful portal for clients to monitor their investments. The team also found the latest eVestment Spectrum software release provided improved navigation and easier data access.

Slocum