Nasdaq eVestment™ for Asset Owners
Nasdaq eVestment™ Holdings Analysis
Deconstruct equity manager performance versus not only benchmarks, but also peer averages. Validate a team’s discipline around its stated process.
Overview
Hold Your Equity Managers Accountable
Differentiating managers is a constantly moving target. Your equity managers may deconstruct their returns to report attribution, but that doesn’t explain how their decisions differ from those of other managers. Use Nasdaq eVestment™ Holdings Analysis to pinpoint where managers are demonstrating independent thinking with stock selections that are notably different from peers. Analyze their sector, region, and style allocations to validate that they’re following their stated investment philosophy or uncover potential style drift.
Compare managers vs peer group on style, sector and region allocations
Stack up managers vs. peer group on portfolio characteristics including factor exposures
Measure managers on equity holdings and ownership weights
Features
How Nasdaq eVestment Holdings Analysis Can Help You
Understand the Whole Story
of manager performance in context: Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections, factor exposures, and holdings weights in advance. This background data will help you ask better questions and get more insight into your managers’ thought process.
of manager performance in context: Prepare for meetings with your equity managers by analyzing their allocation decisions, stock selections, factor exposures, and holdings weights in advance. This background data will help you ask better questions and get more insight into your managers’ thought process.
Get Behind the Numbers
Most top-quartile managers are delivering similar performance. What differentiates one manager from another is how they’re delivering returns. Nasdaq eVestment Holdings Analysis is key to holding your managers accountable for following their stated philosophies and process.
Most top-quartile managers are delivering similar performance. What differentiates one manager from another is how they’re delivering returns. Nasdaq eVestment Holdings Analysis is key to holding your managers accountable for following their stated philosophies and process.
Be an Interactive Partner
Whether you’re an in-house investment team or you work with a consultant, Nasdaq eVestment Holdings Analysis helps you interact with managers as a partner and get behind their headline updates.
Whether you’re an in-house investment team or you work with a consultant, Nasdaq eVestment Holdings Analysis helps you interact with managers as a partner and get behind their headline updates.
For us, eVestment Holdings Analysis has really been a breakthrough. We’re going beyond looking at the track record and doing regression to get a full picture of how a manager generates alpha through style-, country- and sector-allocations.
Resources
Product Overview
Nasdaq eVestment Holdings Analysis
Case Study
Deconstructing Returns to Understand How Managers Deliver Alpha
News
Nasdaq eVestment Driving Data Transparency for Diversity, Equity & Inclusion in Asset Management
News
Nasdaq eVestment Next Generation ESG Questionnaire Offers Deeper, More Useful Insights
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