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.