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eVestment

4.3
(2)

eVestment provides a flexible suite of easy-to-use, cloud-based solutions designed to help global investors and their consultants select investment managers, enable asset managers to successfully market their funds worldwide and assist clients to identify and capitalize on global investment trends.

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eVestment Reviews

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eVestment review by User in Financial Services
User in Financial Services
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"eVestment is solid one stop shop for traditional investments"

What do you like best?

The best part of eVestment is that it is a one stop shop for investment research. It's very helpful in comparing products and as a source of data.

What do you dislike?

All data fill relies on the investment manager.

Recommendations to others considering the product

This product is excellent for traditional investments. If you are looking for data on alternative investments I would not recommend it. However, you can upload and store return streams that are not in their database for your own analysis. This tool is very helpful. eVestment has also done a great job working with us to create templated reporting for analysis we like to have repeated monthly, quarterly, yearly, etc. As mentioned before, all data is directly from the manager which is very accurate. However some managers choose not to populate the data or are delayed on populating the data. I think eVestment could do a better job of pushing managers to keep things up to date. A nice feature they do provide however is the ability to "ping" managers to let them know you would like the data to be updated.

What business problems are you solving with the product? What benefits have you realized?

Most of my job is comparing investments and this is an excellent tool to do so, as well as a reliable, verifiable, and aggregated source of data.

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eVestment review by User
User
Validated Reviewer
Verified Current User
Review Source
content

"Best in the industry"

What do you like best?

Has the nuts and bolts of all manager research

What do you dislike?

Not all managers listed, lag in performance reporting

Recommendations to others considering the product

Good for mutual funds and indices

What business problems are you solving with the product? What benefits have you realized?

Finding competitors, benchmarking

What Other Finance & Insurance solution do you use?

Thanks for letting us know!

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* We monitor all eVestment reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.