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.