eVestment

Nasdaq eVestment occupies a specific position in institutional investing: it is the data network through which asset managers, consultants, and allocators exchange performance, risk, and strategy information at scale. Family offices that manage significant allocated capital and conduct in-house manager research use the platform to screen strategies across 29,000+ vehicles, benchmark managers against peers, and document their due diligence process for boards and stakeholders.

For a family office investment team, the most operationally relevant tools are:

• Analytics: search, compare, and chart data across 25,000+ institutional strategies including alternatives
• Research Management: centralize manager notes, documents, and approval workflows in one auditable system
• TopQ+: structured private markets due diligence with data and workflow in one place
• Holdings Analysis: identify how a manager's actual portfolio decisions deviate from stated philosophy
• Market Lens: track consultant ratings, manager searches, and allocation trends at institutional plans globally
• Risk Plus: stress-test portfolios against historical events and long-tail scenarios

The platform's Mercer integration adds a further layer of third-party manager ratings directly inside the tool, which is useful when validating allocations against independent assessments. The database covers 60+ countries and 25+ years of institutional history, meaning peer benchmarks are drawn from a genuinely broad population rather than a thin proprietary sample. Family offices that rely primarily on external consultants for manager selection and do not run structured internal due diligence programs are unlikely to extract full value from the subscription. Pricing is not publicly disclosed. The platform is oriented toward institutional allocators managing multi-asset programs with formal governance requirements, not smaller offices with limited research staff.

• Manager screening and due diligence across traditional and alternative strategies
• Peer benchmarking of investment strategies and portfolio performance
• Centralized storage and workflow management of manager research
• Private markets fund due diligence via TopQ+
• Tracking consultant ratings, recommendations, and allocator behavior
• Portfolio risk analysis and stress testing

• Analytics: search and comparison across 25,000+ institutional strategies
• Research Management: centralized document and workflow platform for manager research
• Holdings Analysis: portfolio positioning and philosophy deviation analysis
• Market Lens: consultant ratings, manager search log, and document library
• TopQ+: private markets due diligence data and workflow tool
• Risk Plus: downside risk quantification and scenario analysis
• Asset Flows: institutional capital movement tracking across strategies and geographies
• Peer Benchmarking: strategy comparison against 700+ granular universes
• Mercer Trends integration: third-party manager ratings inside the platform
• Distribution Intelligence API: data access via API for programmatic use

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, CIO / Investment Office.

Regional phone support for North America, Europe, Australia, Hong Kong, Tokyo, and Singapore; global email support via [email protected]; dedicated Solovis support email; Omni support via phone and email