Overview for Consultants
Your intellectual capital is your greatest differentiator. Secure, store and track your research team’s IP to ensure it’s fully leveraged across your firm with Nasdaq eVestment™ Research Management.
Use Nasdaq eVestment Research Management to:
Centralize your manager research assets
Findability sounds like a tech term, but it’s actually a problem many research teams face everyday. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.
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Findability sounds like a tech term, but it’s actually a problem many research teams face everyday. They know they have deep research on a strategy or manager, but it’s just not findable. It’s hidden on a chaotic shared drive or dispersed across analysts.
Bring efficiency to your research process
Your research team has a well defined due-diligence process for screening managers, but you’re still relying on emails to remind people of review deadlines or pending approvals. Automated workflow frees you to do what you do best — research, analyze and think — and lets technology take care of reminders to Kevin.
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Your research team has a well defined due-diligence process for screening managers, but you’re still relying on emails to remind people of review deadlines or pending approvals. Automated workflow frees you to do what you do best — research, analyze and think — and lets technology take care of reminders to Kevin.
Meet compliance requirements
With a platform expressly designed by former consultants for manager research, your documents, notes, reviews and workflows are always compliance-ready, in a centralized place.
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With a platform expressly designed by former consultants for manager research, your documents, notes, reviews and workflows are always compliance-ready, in a centralized place.
Resources
FAQs
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You need a way to manage information on contacts and connect that data to documents and notes. The type of software that does that is a Research Management System, or RMS. The Nasdaq evestment RMS platform is not to be confused with a Customer Relationship Management system or CRM, which also manages contact information but is specifically designed to track customers through the sales life cycle. Similarly, Nasdaq eVestment RMS is not a platform for securities research or portfolio management; nor is it an automated bot.
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Building a research management system is more complex than you might expect. As it turns out, there’s much more to total cost of ownership than you’d think.
Of our clients who built or started to build their own solution, 80% returned to Nasdaq eVestment Research Management when they realized the benefits they would receive:
- New software releases weekly for ongoing maintenance
- Full platform support for replatforming requirements
- Security to fend off hundreds of attacks per day
- 256 Bit AES TLS Data Transmission;
SOC 1 and SOC 2 SSAE 16/ISAE 3402
Attestations; ISO/IEC 27001:2005
Audit and Certification
- 256 Bit AES TLS Data Transmission;
Store, organize and track your manager research
Connect with us to learn more about Nasdaq eVestment Research Management
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