eVestment
50 Case Studies
A eVestment Case Study
Trinity Street Asset Management, a UK-based asset manager with $4.2 billion in AUM, faced the challenge of driving asset growth with a limited marketing team. Their challenge was to strategically deploy their small team by understanding where demand for their products was coming from and to improve their visibility with the institutional investors and consultants who use the Nasdaq eVestment platform for manager research.
By utilizing the Nasdaq eVestment intelligence platform, Trinity Street gained insights into which consultant and investor database screens they were passing or failing. This allowed them to make simple adjustments to their data profile, significantly reducing the number of screens failed due to missing information. The solution led to more significant conversations with prospective clients, an expedited sales process, and the ability to proactively create new revenue opportunities by effectively positioning their strategies against peers.