Identify the Universes and Products Garnering Interest from Investors & Consultants

1. EVESTMENT UNIVERSITY
Identify the Universes and Products Garnering Interest from Investors & Consultants

2. Who is
eVestment?
The premier global solution for data
and analytics across every critical
asset class

3. What does
eVestment
deliver?
Data-driven insight to
make smart money smarter.

4. Our Model Evolves
Investment Manager
Data
Long Only
Traditional Data
Consultants
Pensions
Endowments
Sovereign Wealth Funds
Wealth Managers/ Advisors
Family Offices
Foundations
Insurance
Hedge Funds
FoHF
Global & Regional
Emerging Markets
Real Estate
Mutual Funds
Investment Manager
Intelligence
Product Launches
Strategic Planning
Messaging/Marketing
Geographic Expansion
Asset Class Shifts/Trends
Resource Allocations
+55,000
Vehicles
Global “Shop Window”
Allocators
Intelligence
Due Diligence
Risk Management
Fiduciary Oversight
Asset Class Shifts/Trends
Workflow Solutions
Asset Allocation

5. Let’s Talk
Numbers
55,000 traditional and alternative vehicles
2,800 unique data fields
1.2 million annual views across all clients
2,500 global institutional consultant, investor and asset management clients
225+ of the best and brightest talent in the financial technology industry

6. Who We Serve
Asset Managers
• Traditional Asset Managers
• Hedge Fund Managers
• CTAs
• Multi-Managers
• Fund of Funds
• Emerging Managers
• Sales and Marketing Managers
• Database and RFP Managers
Allocators
• Investment Consultants
• Investors
• Pensions
• Endowments
• Foundations
• Sovereign Wealth Funds
• Wealth Managers and Advisors
• Family Offices
• Insurance Companies

7. It’s all about
the data.
Collection
• Full time, expert data collection staff
• Comprehensive questionnaire
• Regular communication with managers
• Quality control
• Minimum levels of population
Why Submit?
• Access to the largest distribution channel of
consultants and investors
• Submitting data is free
• Secure database that complies with LAMP no
action letters
• Over 8,700 asset managers are already
submitting data

8. Portfolio
Overview
Analytics Advantage Attribution
Asset
Flows
Peer Alpha Risk Plus Portfolio Omni
Traditional
Asset
Manager
Traditional
Allocator
Alternative
Asset
Manager
Alternative
Allocator

9. Milestones
Asia Pacific
Headquarters
Established in
Sydney
2000
eVestment
Founded
2009
Expanded
to Canada
Omni Source
Launched
2004 2012
Workflow
and Design
Lab for
Analytics
Released
Advantage
Launched
PerTrac
Acquired
Fundspire
Acquired
StokTrib
Acquired
Peer Alpha
Launched
European
headquarters
Established in
London
2008
Asset Flows
Launched
2010 2013
Attribution
Launched
Spotlight
Analytics
Launched
Spectrum
Analytics
Launched
Second Asia Pacific
Location Established
in Hong Kong
HedgeFund.net
Acquired
A.S.A.P.
Advisor
Services
Acquired
2011 2014
Quantum
Analytics
Launched

10. Representative
Client List

11. Incremental Product Growth
# of Products % Growth
Acquisition
of HFN

12. Client Support
Reactive
• Extremely Responsive Support
• Answer Voicemails within 10 minutes
• Answer E-mails within 30 minutes
• 24 x 7 Global Coverage
• Solution-Oriented Service Professionals
• Report Generation Assistance
• Template Building
• Consultative Approach
• Structured Process for Error Resolution
Proactive
• Intuitive System Manuals
• Navigation Guides & Help Documents
• Helpful Client Alerts
• Library of Pre-Recorded Web Videos
• Topical Webinars
• Online Training
• Individual & Personalized Sessions
• Weekly Group Options
• Onsite Meetings & Implementations

13. Awards and
Honors
• Designated as the “Most Influential Database” by FundFire
• Ranked first in the top 10 list of “Must Be In” databases by Money
Management Letter and iiSEARCHES.
• Named to the Inc. 500/5000 lists of fastest growing companies every
year since 2007
• Named to the “Top Workplaces in Atlanta” list by The Atlanta Journal &
Constitution and National Best and Brightest Workplace Winner

14. Global Support
Atlanta | New York | London |Hong Kong | Sydney

15. eVestment Beginnings
• Founded in 2000 by consultants to the institutional investor community
• Tired of compiling data by fax into endless Excel spreadsheets
• Worked closely with several of the largest global consultants to design the database
and the data collection process
Heath Wilson
Head of International
Co-Founder & Principal
Jim Minnick
Chief Executive Officer
Co-Founder & Principal
Matt Crisp
Chief Operating Officer
Co-Founder & Principal

16. Contact Us
www.evestment.com | info@evestment.com