---
title: Nasdaq eVestment™ Reviews
meta_title: 'Nasdaq eVestment™ Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 43 reviews by the users' company size, role or industry to
  find out how Nasdaq eVestment™ works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 43
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Nasdaq eVestment™ Reviews
**Vendor:** Nasdaq  
**Category:** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 43
## About Nasdaq eVestment™
Nasdaq eVestment™ is the definitive source for Institutional Investment Intelligence -bringing transparency and efficiency to the global institutional market. As a primary data-driven intelligence platform for managers, asset owners, and consultants, we empower our clients to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.



## Nasdaq eVestment™ Pros & Cons
**What users like:**

- Users value the **fantastic customer support** provided by Nasdaq eVestment, enhancing their overall user experience and satisfaction. (5 reviews)
- Users value the **insightful analytics** of Nasdaq eVestment™, enhancing their understanding of market trends and competitive strategies. (3 reviews)
- Users value the **ease of use** of Nasdaq eVestment™, highlighting its intuitive interface and helpful customer support. (3 reviews)
- Users appreciate the **intuitive user interface** of eVestment, enabling easy navigation and efficient data retrieval. (3 reviews)
- Users value the **user-friendly access** of Nasdaq eVestment™, facilitating effortless navigation and market analysis. (2 reviews)
- Efficiency (2 reviews)
- Users value the **customizable reports** in eVestment, enabling tailored analysis of competitor performance for impactful presentations. (2 reviews)
- User Experience (2 reviews)
- Users admire the **powerful vendor tool** that sets industry standards with extensive data and responsive support. (1 reviews)
- Comprehensive Information (1 reviews)

**What users dislike:**

- Users experience **slow performance** when downloading data, making report creation and analysis time-consuming and cumbersome. (4 reviews)
- Users find the subscription fees for Nasdaq eVestment™ to be **very expensive** compared to competitors, impacting overall value. (3 reviews)
- Users experience **poor usability** with eVestment™, citing clunky design and slow data refresh times that hinder productivity. (3 reviews)
- Users find **data inaccuracies** in eVestment, with gaps hindering effective analysis and overall satisfaction with the tool. (2 reviews)
- Users express frustration over **limited data** availability, especially in Asia, impacting their sales and analytics effectiveness. (2 reviews)
- Complexity (1 reviews)
- Users find the **information overload** can make report adjustments cumbersome, needing a more streamlined approach for efficiency. (1 reviews)
- Limited Accessibility (1 reviews)

## Nasdaq eVestment™ Reviews
  ### 1. Straightforward, Data-Rich Platform with Helpful Support and Easy Exports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jonathan M. | Summer Research Analyst, Investment Consulting, Enterprise (> 1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about Nasdaq eVestment™?**

Personally, I like how the use is very straightforward. I enjoy the fact that I can export various data points and charts to PowerPoint and word to use as evidence in my work. I also think that it streamlines manager searches and makes it much easier to determine who really performs the best. The platform has a lot of data that is both qualitative and quantitative. I believe it is fairly priced. The support team was very helpful when teaching us. I enjoy the fact that it does not rely on AI. Overall quite good.

**What do you dislike about Nasdaq eVestment™?**

The only thing I dislike is the fact that the integration with PowerPoint and word regarding data exports does not allow manager consistency reports to be exported in my office. That could be an issue on our end though.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

It solves the difficulty of creating charts that can be used in work and presentations. Additionally, it makes it very easy to determine the top performers regardless of what universe is being analyzed.

  ### 2. Fresh Improvements, Strong Integrations for Market Intelligence, and Quarterly Masterclasses.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 17, 2026

**What do you like best about Nasdaq eVestment™?**

Information available, servicing and the continued push to expand their borders and the platform.  The ongoing integrations with Dasseti and constant improvements across products keeps things fresh.  We enjoy the new ability to pull allocators and managers together via the quarterly masterclass events.

**What do you dislike about Nasdaq eVestment™?**

Pricing continues to increase and become a larger part of the budget we have to justify to management.  At some point we will hit a wall.  Being able to better piecemeal functions we use and a la carte things could be helpful.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

One stop shop for input and output helpful.   We are using it to understand trends and flows and behaviors in the market and where our firm sits within.  We want to continue to understand how we can best leverage the data in addition to the normal test use cases.

  ### 3. Easy-to-Use Modules with Top-Tier Support and Impeccable Communication

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua A. W. | Senior Product Performance Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** July 17, 2026

**What do you like best about Nasdaq eVestment™?**

The ease of use across all modules we are subscribed to. Particularly Market Lens and Analytics. The support staff is top in the industry in my opinion and always willing to assist. The communication between our companies is impeccable and the integration of ideas in continued conversations have been productive.

**What do you dislike about Nasdaq eVestment™?**

Just quirky details, not having access to all charts and data in Design lab that are available in Advantage for instance. The input feature in user entered where the data needs to be revised each time it's loaded. The limitations of template saving where it's difficult to get rankings for benchmarks that are attached to more than one universe.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Competitive analysis, opportunity seeking, performance, product decision making.

  ### 4. Effortless Asset Management with Robust Features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aditya K. | Associate, Enterprise (> 1000 emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Nasdaq eVestment™?**

I like the simplicity of use and the clean and fast response times of Nasdaq eVestment™. I find the Compare, Design Lab, Workflow, and Scorecard modules particularly valuable. The Compare module is great for raw data extraction and manipulation, the Design Lab is perfect for creating slide decks, the Workflow aids in automation, and the Scorecard assists with product positioning. I also appreciate the extensive documentation around methodologies, which is very helpful. Plus, the initial setup was easy.

**What do you dislike about Nasdaq eVestment™?**

Automating extracts from the Compare module is challenging, especially when trying to have dynamic product lists in each iteration. It would be better if Compare templates, when set up as automated/scheduled batches on Workflow, could update dynamically based on Universe selections instead of being limited to a static list. Another area for enhancement is the lack of options or guidance for integrating Nasdaq eVestment™ with other tools.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I use Nasdaq eVestment™ for data extraction, analytics, and slide deck preparation. It provides holistic information on asset management offerings.

  ### 5. Essential Tool for Investment Pricing Analysis

**Rating:** 5.0/5.0 stars

**Reviewed by:** James M. | Advisory Services Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Nasdaq eVestment™?**

I like the Product Analysis features of Nasdaq eVestment™. I use the Compare feature to find and analyze pricing data, and it helps me quickly see median and average prices across different vehicles, strategies, and asset levels. It was easy for me to get set up as a user. I would rate it a 10 for someone who needs pricing data.

**What do you dislike about Nasdaq eVestment™?**

I think it would be ideal if Nasdaq eVestment™ could include true total effective rates, which are the actual fees the end client pays to the investment manager, in an anonymous or aggregated way. true total effective rates are the most meaningful data point as they reflect the actual market pricing, while stated fees may not reflect various forms of discounts or rebates and appear inflated.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Nasdaq eVestment™ helps me understand industry pricing and analyze pricing data quickly, comparing median and average prices across vehicles and strategies.

  ### 6. Fast, Helpful Support Whenever We Need It

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Nasdaq eVestment™?**

The support that comes with it! Any time I have a question, they are able to help within a day or so.

**What do you dislike about Nasdaq eVestment™?**

I do find it a bit hard to navigate at times, but with all the ways to build reports, I could see why it would there needs to be so many tabs.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

We use eVestment for holdings analysis, and I can see how it helps the investment team make decisions about what to consider researching.

  ### 7. Intuitive Technology with Excellent Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cam H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2026

**What do you like best about Nasdaq eVestment™?**

I love Nasdaq and have been using Nasdaq eVestment™ for investment strategy analysis and industry flow data for about 7 years. I particularly appreciate the comprehensive support and webinars eVestment provides. Truly great people working at Nasdaq eVestment™, including Vanessa Shaffer, Alex Montes, Jeff Thomas, and Mike Stiller. eVestment's technology and UI are great. The initial setup was very easy.

**What do you dislike about Nasdaq eVestment™?**

quarterly data in most cases not monthly and takes a long time for data like flows to be available

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I use Nasdaq eVestment™ for investment strategy analysis and industry flow data, appreciating its data handling and technology. The comprehensive support and webinars enhance its usefulness.

  ### 8. Integral Competitor Insights for Smarter Product Decisions

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.)

**Reviewed Date:** July 29, 2026

**What do you like best about Nasdaq eVestment™?**

For my role, eVestment is integral for looking at competitor information to help shape my product development decisions. It is also nice to see where competitors are receiving capital in from and fees they are earning

**What do you dislike about Nasdaq eVestment™?**

In some instance lack of information on some GPs, but that is largely outside eVestments ability to control

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Competitor analysis, launch timing, capability review

  ### 9. Rich Data and Peer Insights at Your Fingertips

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Nasdaq eVestment™?**

The breadth of data and peer information

**What do you dislike about Nasdaq eVestment™?**

Navigation - It takes many steps to get the data I want, sometimes by trials and errors. The solution is not to offer more user training but to streamline user experience.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

It helps me understand how our portfolios have performed relative to their benchmarks and peers. I use that information to inform product positioning and messaging.

  ### 10. Competitive Intelligence Insights That Highlight Key Differentiators

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about Nasdaq eVestment™?**

competitive intelligence across asset classes that help provide insights to identify competitive differentiators

**What do you dislike about Nasdaq eVestment™?**

when my saved reports do not automatically pull forward to the next period. not sure why this occurs but its frustrating and requires additional manual intervention

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

The insights that I can gather from eVestment help me identify where my strategies are competitively differentiated relative to others in the universe

  ### 11. Comprehensive analyses and reliable data to make quick decisions with Nasdaq eVestment

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 20, 2026

**What do you like best about Nasdaq eVestment™?**

I appreciate the comprehensive insights and data accuracy that Nasdaq eVestment provides. It helps us make informed decisions quickly and confidently, enhancing our overall investment strategy

**What do you dislike about Nasdaq eVestment™?**

One aspect I find less satisfactory is the limited depth of data available, particularly regarding access to specific index performance and certain datasets that are not yet accessible. Expanding these features would significantly improve the platform's usefulness for our detailed analysis needs.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

The platform provides useful risk metrics for portfolios and strategies, allowing us to evaluate performance stability and volatility. Comparing these metrics with peers helps us identify relative strengths and weaknesses, guiding more informed decision-making and risk management.

  ### 12. Always Up-to-Date Data That’s Easy to Find

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Nasdaq eVestment™?**

The sheer amount of data, and how often that data is updated. It is always easy to find what I am looking for.

**What do you dislike about Nasdaq eVestment™?**

Sometimes specific products can become inactive.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

The need for specific data on a monthly basis. There is very other places that I would be able to find most of this information.

  ### 13. Abundant Data and Powerful Comparisons

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Nasdaq eVestment™?**

The availability and abundance of data, as well as the ability to compare them

**What do you dislike about Nasdaq eVestment™?**

Some of the UIs aren't exactly the most user-friendly and large set of data can take a while to load

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

eVestment allows for performance-related comparisons across various strategies to help us make better-informed recommendations for our clients.

  ### 14. Flexible Data Pulls Across Currencies

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2026

**What do you like best about Nasdaq eVestment™?**

The flexibility in the data, the different ways you can pull it, different currencies etc.

**What do you dislike about Nasdaq eVestment™?**

I dislike the cutoff times for data, and not a lot of flexibility around uploading company AUM.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Multi currency performance for critical international pitch meetings. Hard to pull otherwise.

  ### 15. Intuitive and Data-Rich Investment Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2026

**What do you like best about Nasdaq eVestment™?**

I like Nasdaq eVestment™ for its simplicity and extensive data availability, which allows me to quickly get any data I need for manager research in institutional investment consulting. The platform is intuitive and easy to understand, making setup very easy.

**What do you dislike about Nasdaq eVestment™?**

I think sometimes we could use definition of field names.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I use Nasdaq eVestment™ for manager research with easy access to manager data and index track records. Its simplicity and vast data availability let me quickly get any data I need.

  ### 16. Easy to Use but Needs an Interface Update

**Rating:** 4.5/5.0 stars

**Reviewed by:** Huy V. | Enterprise (> 1000 emp.)

**Reviewed Date:** July 22, 2026

**What do you like best about Nasdaq eVestment™?**

I like how easy it is to use Nasdaq eVestment™, especially when entering performance. The initial setup was also easy.

**What do you dislike about Nasdaq eVestment™?**

I think uploading could be better, and it looks really outdated.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I use Nasdaq eVestment™ to enter and review historical performance data, which is easy to handle.

  ### 17. Comprehensive, Industry-Leading Market Data and a Great Partner Network

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 22, 2026

**What do you like best about Nasdaq eVestment™?**

As a heavy user of the Market Lens and Analytics interfaces, I find eVestment to be a very comprehensive data on asset managers and the marketplace for new opportunities that you cannot get elsewhere. They have built a reputation as the industry leader for this type of market data and are a good connector for the network around them. Great partners to work with who are always willing to meet you where you are at.

**What do you dislike about Nasdaq eVestment™?**

The UI is somewhat basic and clunky across solutions.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

They are solving the problem of getting intel on asset managers and asset owners that cannot be gathered elsewhere. It benefits me and my firm to understand where the opportunity set is coming from for business development and understanding our competitors.

  ### 18. Good features and design, needs smoother onboarding process.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Capital Markets | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2026

**What do you like best about Nasdaq eVestment™?**

I like the UI design and how easy it is to navigate sales opportunities.

**What do you dislike about Nasdaq eVestment™?**

Some of the newer features are more complex

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Identifying consultant trends and where institutional money is flowing

  ### 19. Large Database with many Available Options, User-Friendly Interface, and Fast Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 21, 2026

**What do you like best about Nasdaq eVestment™?**

Large accessible and reliable data base, user friendly interface, useful Excel add-in complement and many options available. Fast support and answer during onboarding or problem solving.

**What do you dislike about Nasdaq eVestment™?**

Limited data available in private market and data that depends on portfolio managers, and some of them do not fill in the fields correctly

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Product benchmark and universe building. Help building shortlist and filter out investment products, large accessible database easy to pull out and understand.

  ### 20. Packed, Concise Database with Tons of Useful Information

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2026

**What do you like best about Nasdaq eVestment™?**

Lots of information in one concise database

**What do you dislike about Nasdaq eVestment™?**

Sometimes there are large amounts of missing or inaccurate information

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Adding more universes

  ### 21. Leading global consultant database but focus on Asia can be improved

**Rating:** 4.0/5.0 stars

**Reviewed by:** Daniel C. | Sales Management &amp; Market Intelligence, Regional Distribution, Enterprise (> 1000 emp.)

**Reviewed Date:** August 04, 2025

**What do you like best about Nasdaq eVestment™?**

My company has purchased & currently uses 3 modules (Analytics, Market Lens, OMNI). I am responsible for the overall commercials with eVestment.

Analytics: It is a great tool to get a pulse on market sizing, industry sales trend & perform peer analysis against competing strategies. Appreciate the network effect of having many asset owners & managers on the same platform.

OMNI: Helpful utility service to populate our company & strategy information across multiple databases, although eVestment continues to be our highest priority database.

General points:
1) The database is user-friendly and relatively intuitive for new joiners
2) Our relationship manager has been supportive & responsive to our needs

**What do you dislike about Nasdaq eVestment™?**

Analytics:

1) More data & transparency on Asia will be appreciated. For example, Investor Domicile fields in Asia are limited to Singapore, Japan, Hong Kong and Other Asia ex Japan.

2) Design lab can be improved. It feels clunky and is typically slow to refresh / load. Morningstar Direct Presentation Studio is a positive example on how eVestment can improve the module.

3) Frequency & timeliness of data refreshes can be improved. I understand this is dependent on data completeness from Asset Managers crossing the 80% threshold. For example, it is 5 Aug 2025 and I still see Q1 2025 data in the Asset Flow page.

Market Lens:

1) Similarly, more data on Asia-based asset owners & RFP activity will be appreciated. My company's business is largely focused on Asia and we have not been able to reap the benefits given the limited data available for sales prospecting. The cost of this module has not been able to justify the spend.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Analytics: It is a great tool to get a pulse on market sizing, industry sales trend & perform peer analysis against competing strategies. This helps us to position and differentiate our product offerings.

OMNI: Helpful utility service to populate our company & strategy information across multiple databases, although eVestment continues to be our highest priority database. This reduces the workload of my RFP team to focus on client-led requests.

  ### 22. Comprehensive, High-Quality Data That’s Easy to Slice & Dice

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2026

**What do you like best about Nasdaq eVestment™?**

Comprehensive data, easy to slice & dice

**What do you dislike about Nasdaq eVestment™?**

Tough to find a real dislike. The price is a premium, but it reflects the quality of the data

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

It eliminates the heavy lifting of gathering and normalizing institutional investment data

  ### 23. Amazing platform for institutional competitive intelligence!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2025

**What do you like best about Nasdaq eVestment™?**

As a frequent user of eVestment Analytics module, I really appreciate both the ease of use on the website and ease of integration (the Excel PowerLink module). High quality data and user friendly interface make it an enjoyable experience and help to concentrate at a task at hand. Also, I've always had a great experience with the Customer Support any time I had any questions.

**What do you dislike about Nasdaq eVestment™?**

Sometimes exporting results to excel can take few minutes to load but that's when I prefer to use the excel PowerLink module. Also, Compare Results excel exports have a unique code that enable to update the results easily but I also wish there was a way to modify that report if any slight changes are needed.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I'm using the eVestment Analytics module for competitive intelligence to compare our firm products to benchmarks and eVestment peer universes.

  ### 24. Valuable Peer Group Analysis Insights

**Rating:** 4.0/5.0 stars

**Reviewed by:** beth w. | consultant relations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 26, 2026

**What do you like best about Nasdaq eVestment™?**

peer group analysis info and lots of data points

**What do you dislike about Nasdaq eVestment™?**

some of the charts could be more visually appealing

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

getting info on peers, getting performance data, downloading data to make charts

  ### 25. Research manager is powerful and analytics is a universal solution.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Conner G. | Portfolio Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2025

**What do you like best about Nasdaq eVestment™?**

Customization options in design lab, research management platform and the broad data on funds/indices for research.

Customer support is always helpful, and quick. I use eVestment multiple times a week. Bloomberg is my everyday use.

**What do you dislike about Nasdaq eVestment™?**

The excel plug in is vastly inferior to every other provider I've used. 

Live data is pretty much non-existence and characteristic data is voluntary... meaning its often missing.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Tracking analyst meetings through power BI and research manager is a key time saver. 

We also do factsheets through the system and find it very intuitive/useful.

  ### 26. All the granularity you need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dominic K. | Data and Analytics Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** August 11, 2025

**What do you like best about Nasdaq eVestment™?**

eVestment lets you build brand awareness through an easy to use platform that contains simple yet effective tools to help navigate market trends through powerful peer analysis.

**What do you dislike about Nasdaq eVestment™?**

Data collection is effective; however sometimes there is a sense of urgency created for lesser needed data points.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

We can check how our peers are performing through benchmarking tools and fee analysis - this can help us decide on the best way to represent our products to the market.

  ### 27. Investment Management: Trusted Source for Market and Competitor Intelligence

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jin P. | Head of North America - Marketing &amp; Client Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 14, 2025

**What do you like best about Nasdaq eVestment™?**

Nasdaq eVestment is a trusted source for institutional investment, market and competitor intelligence.  I like their focus on data quality and delivering actionable insights for asset managers, asset owners and allocators.  One of their competitive advantages is their loyal user base and network across asset owners and consultants.  The strength and breadth of their user base has resulted in eVestment becoming an invaluable tool for every asset managers' distribution, consultant relations and product development strategy.  The Nasdaq eVestment support and success teams are knowledgeable, professional and user-centric.

**What do you dislike about Nasdaq eVestment™?**

There is an opportunity to enhance vehicle-level data for each investment strategy. I also wish that all traditional, geographic data sets were included in the Analytics platform subscription. Currently, these are purchased a la carte, which can provoke a bit of fatigue after coming to terms with the price tag just to access the platform. With full data sets in Analytics, I think the business case for other add-on modules becomes far easier for users to envision and then advocate for within their organizations.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Nasdaq eVestment platform allows its users to screen and compare thousands of investment firms and strategies across quantitative and qualitative metrics.  Its loyal user base is comprised with 100% of the world's largest investment consultants and a growing number of institutional asset owners around the globe. This means that having our investment strategies on the eVestment platform is not optional!  Furthermore, with access to eVestment Analytics, we are able to source market an competitor intelligence to understand, quantify and articulate our competitive advantages.  Nasdaq eVestment helps my firm with less than 30 employees execute a global and scalable distribution, consultant relations and product development strategy.

  ### 28. Love the in-depth capabilities of the software

**Rating:** 4.5/5.0 stars

**Reviewed by:** jake a. | co-pm, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Nasdaq eVestment™?**

in depth and easy to use
love the customer support

**What do you dislike about Nasdaq eVestment™?**

sometimes the in depth structure makes it to hard to follow 
I also dont like the fact that cant use internet explorer and can only use chrome

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

I use the software to analyze hedge fund performance and compare one with another or compare to the indices

  ### 29. Tool has it flaws, but overall satisfied.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2025

**What do you like best about Nasdaq eVestment™?**

I've been a user for some time now (almost daily) and I like the fact that it remained pretty much the same. Some tools try to innovate and completely change their layouts. I like that eVestment has remained their lay-out.
Customer support is good and responsive. They are willing to help and setup calls if needed.

**What do you dislike about Nasdaq eVestment™?**

I am missing new functionalities. The developments in AI could help me as a user to get results more quickly. I forsee some cool new stuff in compare when you can prompt an AI bot with questions. The amounts of data that the AI can work with will result in cool outcomes. I hope that is coming soon.
The data quality/entry is something that can be improved. I know the Asset Manager themselves are responsible but eVestment should push for more and higher quality input from Asset Managers.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Analysing, comparing capabilities vs our own product range. The eVestment database is used to go 1 layer deeper than the regular performance/peer analysis in Morningstar.

  ### 30. Insightful Tool for Understanding Investor Needs and Asset Manager Expertise

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.)

**Reviewed Date:** April 10, 2025

**What do you like best about Nasdaq eVestment™?**

What I like best about this tool is its user-friendly interface and the breadth and depth of the data it offers. The reports are incredibly insightful, and with the addition of Mercer data, the qualitative aspects have become even more valuable.

**What do you dislike about Nasdaq eVestment™?**

What I dislike about the tool is that the design lab is not very user-friendly; it lacks intuitiveness and can be somewhat inflexible. Compared to Morningstar's Presentation Studio, it often takes a considerable amount of time to create a report from scratch. Additionally, there are some gaps in the data that hinder true comparative analysis

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Nasdaq eVestment™ is solving the problem of understanding competitive dynamics within specific segments of the market. It allows me to analyze how my firm is positioned relative to competitors, enabling me to compare and contrast our offerings effectively. This insight helps me identify strengths and weaknesses in our value proposition.

  ### 31. User friendly UI and ongoing innovated functions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2025

**What do you like best about Nasdaq eVestment™?**

I really like the clean and user-friendly UI which is easy to get hands on. Plus, eVestment keeps rolling out innovated add-on functions that are robust in daily use. The excel add-in is also easy to use and maintain.

**What do you dislike about Nasdaq eVestment™?**

If the team can invests more resource in developing a more robust excel add-in, that would be great!

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Manager search
Easy to get a quick screen and generate ideas for manager sourcing.

  ### 32. Great and Intuitive

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2025

**What do you like best about Nasdaq eVestment™?**

It is an easy-to-use site, "how to pull investment data for dummies" - using the analysis tab is so much easier than Morningstar

**What do you dislike about Nasdaq eVestment™?**

I don't have anything to complain about.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

How can I help positions my firms products and services to ensure they are the best in relation to their competitors.

  ### 33. Assessment of OMNI Vendor Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** April 04, 2025

**What do you like best about Nasdaq eVestment™?**

Powerful vendor tool that currently sets the standards in the industry and that covers a very wide range of relevant data and consultant databases that can be mapped. Responsive, friendly as well as experienced service analysts.

**What do you dislike about Nasdaq eVestment™?**

Very expensive subscription fees compared to competitors. Little willingness to compromise in pricing discussions. Little development in the field of dissemination of qualitative data and in particular its standardization and automation.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Nasdaq eVestment offers a vendor tool called OMNI. The latter supports us in our monthly and quarterly dissemination that feeds our Consultant Databases with quantitative and qualitative data. This with the purpose to best represent our investment strategy line-up on these digital shop-windows. The vendor tool of Nasdaq eVestment anticipates reporting formats of the respective Consultant Database and makes our life's easier in populating the data.

  ### 34. eVestment serves as my primary source for manager searches, performance metrics, and  research data

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Nasdaq eVestment™?**

Ease of use, timely upload of data, consistency

**What do you dislike about Nasdaq eVestment™?**

There seems to be increasing data that is limited due to licensing requirements

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

It is primary source for manager searches

  ### 35. eVestment review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shay I. | Consultant Relations, Enterprise (> 1000 emp.)

**Reviewed Date:** March 31, 2025

**What do you like best about Nasdaq eVestment™?**

Customizable Reports: eVestment allows users to create customized reports that can highlight specific aspects of competitor performance. This flexibility is valuable for tailoring analysis to specific needs and presenting findings in a clear, impactful manner.

**What do you dislike about Nasdaq eVestment™?**

Data internationally versus data available in the US

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Competitive analysis, Flows and Insights

  ### 36. Solid Institutional Database

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about Nasdaq eVestment™?**

Easy to use and navigate. Good for institutional investors.

**What do you dislike about Nasdaq eVestment™?**

There should be more Mercer reports on fixed income strategies.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Idea generation and screening. Updated information

  ### 37. Difficult to use

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about Nasdaq eVestment™?**

Benefits are being able to see competitors

**What do you dislike about Nasdaq eVestment™?**

The fields are confusing and need be more clear

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

It's helping me look at competitive universes

  ### 38. Zazove Associates eVestment Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul E. | Sales Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2025

**What do you like best about Nasdaq eVestment™?**

the credibility with investors in regards to the analysis that eVestment can provide and the customizability of each report. Support has been fantastic

**What do you dislike about Nasdaq eVestment™?**

can be somewhat clunky in terms of adjusting reports, could be streamlined to make broad amendments to data/reports rather than having to go into each page individually.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

strategic comparisons with competition and sales ideas versus different asset classes.

  ### 39. Invaluable Tool for our firm

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** April 07, 2025

**What do you like best about Nasdaq eVestment™?**

I have been using eVestment for several years now and I am thoroughly impressed with its functionality. The user interface is intuitive and easy to navigate, making it simple to provide and retrieve data efficiently.

**What do you dislike about Nasdaq eVestment™?**

There isn't anything significant to list here. 
Downloading data from the Compare tool can sometimes be a bit slow.

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Sourcing competitors analytics.

  ### 40. Good for Analytics and Manager Searches

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2025

**What do you like best about Nasdaq eVestment™?**

Breadth of managers, manager universe comparisons, ease of adding new quant metrics

**What do you dislike about Nasdaq eVestment™?**

Lack of ability to do performance-based factor analysis

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Searching for new managers with specific geographic focuses and conducting return analysis.

  ### 41. The best database for investor information

**Rating:** 4.5/5.0 stars

**Reviewed by:** James L. | Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2022

**What do you like best about Nasdaq eVestment™?**

Easy use of profile section and tons of data and information - you also get good contact stuff

**What do you dislike about Nasdaq eVestment™?**

No great asset allocation information, and it does not tell you who the consultant is

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Prospect data allows me to find who to call.

  ### 42. Best in the industry

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 13, 2019

**What do you like best about Nasdaq eVestment™?**

Has the nuts and bolts of all manager research

**What do you dislike about Nasdaq eVestment™?**

Not all managers listed, lag in performance reporting

**Recommendations to others considering Nasdaq eVestment™:**

Good for mutual funds and indices

**What problems is Nasdaq eVestment™ solving and how is that benefiting you?**

Finding competitors, benchmarking

  ### 43. eVestment is solid one stop shop for traditional investments

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2018

**What do you like best about Nasdaq eVestment™?**

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 about Nasdaq eVestment™?**

All data fill relies on the investment manager. 

**Recommendations to others considering Nasdaq eVestment™:**

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 problems is Nasdaq eVestment™ solving and how is that benefiting you?**

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. 



- [View Nasdaq eVestment™ pricing details and edition comparison](https://www.g2.com/products/nasdaq-evestment/reviews?qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+13%3A34%3A59+-0500&secure%5Bsession_id%5D=924cf069-ca8f-4f5b-ab87-b0f7207a01f3&secure%5Btoken%5D=52695ef12e7d3511b7974ab856b2517f7d5d6c39631b3f867fb9db56f0015730&format=llm_user)
## Nasdaq eVestment™ Integrations
  - [Dasseti ENGAGE](https://www.g2.com/products/dasseti-engage/reviews)
  - [Databricks](https://www.g2.com/products/databricks/reviews)
  - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Snowflake Cortex AI](https://www.g2.com/products/snowflake-cortex-ai/reviews)

## Nasdaq eVestment™ Features
**Financial Information**
- Data Visualization
- Document Search

**Platform Additional Functionality**
- Dashboard
- Cloud

**Analysis**
- Financial Analysis
- Charting
- Risk Analysis
- Document Annotation
- Collaboration

**Platform Content**
- Automation
- Content Library

**Market News**
- Alerts and Monitoring
- Market Information
- Market News

**Platform Data**
- Visualization

**Platform Interoperability**
- API

**Platform Basics**
- Mobility
- Interoperability

**Platform Performance**
- Reporting

**Agentic AI - Financial Research**
- Multi-step Planning

**Agentic AI  - Financial Analytics**
- Proactive Assistance

## Top Nasdaq eVestment™ Alternatives
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