Introduction
abrdn is one of the UK and Europe’s largest independent asset managers with approximately $430 billion assets under management. The firm manages equites, public and private fixed income, multi-asset and alternatives strategies through separate accounts, institutional pooled funds, and various retail vehicles.
abrdn has worked with institutional investors and consultants in United States for more than two decades and the firm has around 220 US-based investment, distribution, and operational employees. The organization’s primary focus is on providing investors with specialist investment capabilities and industry leading client service.
About The Client
abrdn
Description:
Global Investment Company
Location:
United Kingdom
Firm AUM:
$430 Billion
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Description:
Global Investment CompanyLocation:
United KingdomFirm AUM:
$430 Billion
The Challenge: Breaking into the Sub-Advisory & Insurance Company Segments
As part of their efforts to expand their client base, abrdn sought to target sub-advisory sponsors and insurance companies. However, both presented unique business development challenges.
Both are “low transparency” segments that typically operate without legacy consultant relationships or widely publicized manager searches. Success in the sub-advisory segment requires investment product insights and identification of potential gaps and replacement searches. Insurance company asset management teams are amongst the industry’s most sophisticated with outsourcing opportunities often tightly focused in public and private fixed income.
abrdn needed a solution that could provide more insight into how allocators in each segment were building their portfolios and turn them into opportunities to introduce relevant abrdn strategies.
Year Founded:
1825
Number of Employees
5,000
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Year Founded:
1825Number of Employees
5,000
Nigel Storer
Senior Director - Insurance
Nasdaq eVestment™ Market Lens provides us with the insights we needed on top of the tools we regularly use from Nasdaq eVestment’s market-leading analytics package. By combining Market Lens with a tool we were already very familiar with, we are now able to more efficiently and effectively identify opportunities and create data-informed pitches
Disparate systems fail to deliver cohesive results
To properly position their strategies, abrdn needed visibility into the underlying manager rosters of sub-advised funds as well as access to the general account product holdings of insurance companies. Due to regulatory reporting requirements, all of this raw data is available and in the public domain. abrdn had previously used other platforms for collecting and sorting the data to varying degrees of success. What they all lacked was uniformity and accessibility through a consolidated platform.
Nasdaq Market Lens delivers enhanced visibility in a familiar interface
After careful consideration, abrdn opted to adopt Nasdaq eVestment Market Lens to deliver the necessary insights across the sub-advisory and insurance company segments in a single platform. The specific portfolio view functionality that abrdn sought was bolstered by the platform’s superior prospect search tools and integrated market-leading performance analytics. abrdn can now conduct searches based on investor, investor type, asset manager or strategy, as well as gathering competitive intelligence via searches on peer strategies which often yield capital-raising opportunities beyond sub-advisory and insurance companies.
The final decision was an easy one in the end for abrdn as the firm already had a significant internal user base for Nasdaq eVestment Analytics. As a result, adding Nasdaq eVestment Market Lens was a simple “flick of a switch” upgrade to a platform with which users were already familiar.
Expand your view of the investor landscape
With access to Nasdaq eVestment Market Lens, you gain a true one-stop shop for intelligence across the institutional investor landscape.
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With access to Nasdaq eVestment Market Lens, you gain a true one-stop shop for intelligence across the institutional investor landscape.
