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Enterprise Layer Intelligence
Categories/Data Analytics/Evestment
Evestment

Evestment

Founded by Heath Wilson & Matt Crisp in 2000

Benchmark investment strategies and track institutional mandates

Pricing model

Paid

Rating

★ People love it

Time to value

Moderate Setup (1-3 hours)

You can use Nasdaq eVestment to research institutional investment funds, analyze portfolio holdings, and monitor allocator activity. The database lets asset managers showcase their investment strategies to institutional consultants and pension funds looking for new mandates. Allocators and consultants can compare fund performance against custom peer groups, evaluate risk metrics, and review private market due diligence materials. It also provides market intelligence on asset flows, consultant searches, and investor sentiment across global markets, with direct data delivery into analytical environments like Snowflake and Power BI.

What Evestment does

Create custom peer benchmarks for investment strategiesAnalyze underlying portfolio holdings and sector exposuresSet up automated alerts for institutional allocator searchesExport institutional fund datasets via REST APIsEvaluate private market track records and fund performanceGenerate risk attribution and factor exposure reportsUpdate institutional firm profiles and strategy track recordsCustom peer group creation for strategy and performance benchmarkingHoldings analysis to inspect asset exposures and positioningReal-time alerts on investor mandate activity and searchesMarket Lens module to track allocator behavior and demand shiftsTop Q+ module for private market due diligence analysisDirect data exports to Snowflake, Databricks, and Power BIRisk Plus module to calculate and quantify portfolio risk metrics

Pricing breakdown

Pricing model: Paid

Frequently asked

SnowflakeSnowflakeDatabricksDatabricks

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Nasdaq eVestment, institutional investment, asset management, consultant database, manager research, peer benchmarking, fund performance, holdings analysis, Risk Plus, Top Q+, private markets due diligence, allocator trends, mandate tracking, investment analytics, Snowflake integration