Stale Data in eVestment?

When it comes to submitting your firm’s data to manager databases, time is of the essence. Consultants and asset owners won’t wait for you to update your data when hundreds of other managers have timely information ready to review. In short, being late with data updates will cost you mandates.

While eVestment Omni does a great job of populating manager databases for you, it’s still up to you to submit your data on time. Manually preparing Excel files required by eVestment puts a strain on a firm’s resources at the busiest times in their reporting cycle, and can also introduce “last-mile” errors. Being late and/or inaccurate will cost you mandates from institutional clients.

With Assette, you can now automatically generate the files you upload to eVestment Omni in three simple steps, making it easy to hit data input deadlines and be included in current searches:

  • Automatically send performance and analytics data
  • Easily update any changes to personnel
  • Click a few buttons to generate the full set of Excel files in seconds!

It is that simple. Click below to learn more about how we automate input for eVestment Omni.


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