eVestment logo

eVestment

by Nasdaq
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorNasdaq
Year launchedN/A
StatusActive
Location151 West 42nd Street, Floors 26, 27, 28, New York, NY 10036, United States
Countries servedGlobal
Languages6
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About eVestment

eVestment is the "LinkedIn meets Bloomberg" of institutional finance. It is an indispensable ecosystem that connects the world’s largest pools of capital (Pension Funds/Endowments) with the firms that manage it.

eVestment is the "LinkedIn meets Bloomberg" of institutional finance. It is an indispensable ecosystem that connects the world’s largest pools of capital (Pension Funds/Endowments) with the firms that manage it. For an Investment Consultant or Asset Manager, its value is in standardization—it forces everyone to speak the same data language, allowing for fair and rigorous competition. It is the premier tool for those who need high-stakes competitive intelligence and institutional-grade due diligence.

Pros & Cons

Pros
  • Tools like Omni save hundreds of hours by automating the update of multiple consultant databases.
  • Backed by the security and infrastructure of a global stock exchange.
Cons
  • The system relies on asset managers to self-report; if a firm provides poor data, the analytics suffer.
  • Because data is self-reported quarterly, there can be a lag in seeing the most recent market shifts.

Features

Key features

Omni Data Distribution

Allows asset managers to populate their data across multiple consultant databases with a single entry.

Universe Performance Tracking

Access to the world’s largest database of institutional investment performance across all asset classes.

Due Diligence Questionnaires (DDQ)

Standardizes the data collection process between asset managers and consultants.

Market Lens

Aggregates data from thousands of institutional meeting minutes to show which consultants are recommending which managers.

Peer Analysis

Compare any investment strategy against thousands of competitors in real-time using standardized performance data.

Additional features

Team & Firm Stability Tracking

Monitor key personnel changes at competing firms.

Risk Metrics

Standard deviation, Sharpe ratio, and Alpha/Beta calculations.

Portfolio Characteristics

Analyze weighted average market cap, P/E ratios, and sector tilts.

Institutional Mandate Search

Track upcoming RFPs and investment mandates from pension funds.

Custom Benchmarking

Create bespoke benchmarks to measure "Alpha" accurately.

Consultant Relationship Tracking

See which consultants have the most influence over specific asset classes.

Fee Analysis

Compare management fees against industry medians to remain competitive.

ESG Analytics

Tools to evaluate the environmental and social impact of portfolios.

Private Markets Intelligence

Deep-dive data on PE, VC, and Real Estate funds.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
6
Interface languages
3
Billing currencies

Interface languages

EnglishFrenchGermanSpanishJapaneseChinese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP

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