Dasseti ENGAGE

How Asset Managers Connect eVestmentTM Data to RFP & DDQ Workflows

Using eVestment™ data to streamline RFP and DDQ workflows, eliminate duplicate data entry and keep investor communications consistent.

Dasseti
Mar 16, 2026
Dasseti ENGAGE Investor Relations

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For asset managers distributing to institutional investors, Nasdaq eVestmentTM often sits at the center of how strategies are found and evaluated by consultants and allocators.

Because of this, investor relations and product teams spend considerable time maintaining their eVestmentTM profiles. Firm and strategy information must remain accurate, both in the quantitative data used for screening and in the narrative sections that explain the strategy and investment philosophy.

The difficulty is that much of this same information is required across multiple investor communication processes at the same time. RFPs, DDQs and consultant database submissions routinely ask for the same narrative descriptions, explanations and positioning that already exist in eVestmentTM, but in separate templates and systems with no way to pull it through.

The Challenge: Reusing eVestmentTM Data in RFP Responses and DDQs

Without integration between eVestmentTM  and RFP response software, investor relations teams often find themselves repeating the same process across multiple systems.

In practice this means teams often:

  • Re-enter firm and strategy narratives across multiple questionnaires
  • Manually reconcile consultant database narratives with RFP responses
  • Update messaging in one document while risking inconsistencies elsewhere

As questionnaire volumes increase and distribution expands across regions and investor types, this manual replication becomes progressively more difficult to manage, introducing both operational inefficiency and the risk of conflicting information appearing across submissions.

How the eVestmentTM Integration Works Within Dasseti ENGAGE

Dasseti ENGAGE is the only RFP response platform with an official integration with Nasdaq eVestmentTM. This allows asset managers to connect the information they already maintain for consultant searches directly to the workflows used to respond to investor questionnaires.

This means that narrative information such as strategy descriptions, investment philosophy explanations or firm background content can:

    • Populate a structured Q&A knowledge base, giving teams a searchable repository of approved content from the outset.
    • Be centrally governed and maintained, so updates made in one place are reflected across future responses.
    • Be reused directly when responding to investor questionnaires across Word templates, Excel formats, consultant databases and online portals.

Because this information is drawn from a controlled source, firms can maintain consistent messaging across all investor communications, reducing the risk of discrepancies between eVestmentTM profiles and formal submissions. 

From eVestmentTM Profile to Investor Response

By connecting eVestmentTM data to RFP workflows within Dasseti ENGAGE, firms can update information once, govern it centrally and reuse it consistently across consultant databases, RFP responses, RFIs and DDQs. The result is a more efficient process for preparing investor questionnaires, while also improving consistency across consultant-facing and investor-facing information.

To see how asset managers connect Nasdaq eVestmentTM data directly to RFP workflows using Dasseti ENGAGE, and how this eliminates duplicate data entry across investor questionnaires, book a demo with our team.

 

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