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    Nasdaq eVestment™ for Asset Managers

    Smart at Scale

    Integrating Nasdaq eVestment™ data into your applications with Nasdaq eVestment APIs for even greater insight

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    Overview

    Nasdaq eVestment™ APIs are the Keys to financial data integrations that drive drive business outcomes. See how investment professionals can transform their financial data through CRM platforms.

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    Distribution Intelligence

    Actionable intelligence pushed to your CRM for Sales, Consultant Relations and Business Development teams

    Competitive Distribution teams have long relied on peer data, investor profiles, consultant ratings, alerts and other critical intelligence from Nasdaq eVestment. Now, that data can be pushed to CRMs such as Salesforce for holistic views of prospects and potential opportunities. By integrating Nasdaq eVestment into your CRM, you’re ensuring that actionable intelligence is surfaced daily in your team’s everyday workspace.

    The APIs Included:

    ALERTS API

    Alerts Data

    • Significant changes in a product’s AUM (total or institutional)
    • Significant decreases in a product’s performance

    ANALYTICS API

    Competitor Data

    • Performance, including historical
    • Assets and accounts

    MARKET LENS® API

    Investor & Consultant Data

    • Key contacts
    • Asset allocations
    • Investment recommendations
    • Manager rosters
    • Manager ratings
    • Mandates

    Common Use Cases & Business Outcomes:

    Enhance investor records in Salesforce with validated key contacts

    Integrate current v. target allocations into investor records in Salesforce to identify potential prospects before manager searches are announced

    Integrate consultant ratings into consultant records in Salesforce to understand the “house view” of the firm’s products and where peers might be vulnerable to replacement

    Integrate mandate data into both investor and consultant records in Salesforce to track potential, open and closed mandates

    Integrate peer data and alerts into competitor records in Salesforce to identify vulnerable peers and link to their client rosters

    Market Intelligence

    Longitudinal data for Product Management, Corporate Strategy and Institutional Trend Analysis

    Entering new markets, defining territories, developing realistic forecasts and evolving your product line-up are all data-driven decisions. Now, Nasdaq eVestment data on historical peer performance and global asset flows, along with trends in consultant and asset owner research activity, can be loaded to your data warehouse, then pushed to BI tools such as Tableau or Power BI for robust analysis and forecasting.

    The APIs Included:

    ANALYTICS API

    Competitor Data

    • Performance, including historical
    • Assets and accounts

    ASSET FLOWS API

    • Product flows
    • Flows by geography
    • Historical flows

    ADVANTAGE API

    • Product views
    • Views by geography
    • Historical views

    Common Use Cases & Business Outcomes:

    Rank competitors with integrated views of performance and flows over time to identify vulnerable peers

    Identify products poised for growth with trends analysis of flows across the product line-up, integrated with viewership data

    Forecast future demand with trends analysis of consultant and investor viewership of the firm’s products

    Test new product ideas with trends analysis of the types of strategies being viewed by consultants and investors over time

    Locate product demand by market through trends analysis of flows and viewership by geography

    Case Studies

    See how Nasdaq eVestment API helps managers like you:

    evestment waves

    Calamos Investments

    Utilize Nasdaq eVestment to track new business opportunities, raise assets, and inform decision-making

    Read Case Study
    evestment mountains purple

    Global Asset Manager

    Leverage advanced data analytics, powered by APIs, to engage investors

    Read Case Study

    Resources

    Nasdaq eVestment Masterclasses for Asset Managers

    Nasdaq Masterclass for Asset Managers: Market Lens for Salesforce
    Designed for modern, data-driven asset managers, Nasdaq Masterclasses for Asset Managers sessions will explore how the latest technology from Nasdaq eVestment™ to help you find where to focus and how to best compete. This masterclass will demonstrate how you can connect Nasdaq eVestment Market Lens® data to your firm’s native Salesforce instance for immediate insights into potential opportunities with new investors.
    Oct 30, 2024

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    Solutions

    Nasdaq eVestment for asset managers empowers you to win and retain assets.

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    Nasdaq eVestment for asset managers empowers you to win and retain assets.

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