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SCORECARD

Success is determined by much more than performance numbers. Powered by the combined intelligence of eVestment solutions, Scorecard provides a visualization of factors indicative of product strength.

If you’re an asset manager, Scorecard can help you translate data into actionable intelligence. Rate products on several key attributes that are predictive of asset flows based on specific universes. Asset managers can pinpoint areas for improvement and best position products for future growth. This results in a clear picture of how to align sales/marketing resources and capitalize on opportunities.

If you’re an investor or consultant, use Scorecard to rate products on attributes that reflect your own internal methodologies. Custom-weight categories and variables to review entire universes of managers on over 120 different possible metrics at a glance.

Visualize entire universes of managers at a glance. View ratings for current and potential products on performance, qualitative factors, universe health and operational risks.

Perform deeper due diligence. Tie together underlying insight and intelligence from across eVestment solutions into one manageable interface.

Create your own scoring system. Customize the eVestment Scorecard model by adjusting the weights of categories and metrics to reflect your methodologies.

HOW CONSULTANT/INVESTOR CLIENTS USE SCORECARD

Identify products with greatest potential for growth. The eVestment Scorecard model analyzes 120+ metrics, determining which variables are most predictive of asset flows in a particular universe.

Isolate the effectiveness of distribution efforts. More clearly identify opportunities to adjust sales and marketing focus to produce the greatest impact.

Create customized product scorecards. Adjust the weightings across categories and metrics to measure your products against internal criteria or variables you know are most relevant to a specific investor/consultant.

HOW ASSET MANAGER CLIENTS USE SCORECARD

The eVestment Scorecard model rates products on five categories: Performance, Asset Flows, Marketability, Universe Health and Distribution Impact.

Create customized

product scorecards by adjusting the

weightings across

categories and metrics

between 0% and 100% to

reflect your own criteria.

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Score Products on 120+ MetricsThe eVestment Scorecard model rates managers on five categories: Performance, Asset Flows, Marketability, Universe Health and Distribution Impact. Each category uses unique factors to assess the product based on the universe and assigns a score that takes peer-relative metrics into account. The score for each category rolls up to the overall eVestment rating, giving you a cumulative score reflecting product strength.

Leverage Unique InsightsScorecard combines the proprietary intelligence of our suite of eVestment solutions with traditional metrics used to rate products like fees and performance — giving you a more complete understanding of product potential. Unlike other one-size-fits-all scoring methods, the variables used to measure products vary across universes and are unique to the most predictive factors of asset flows.

Align ResourcesDetermine the effectiveness of distribution efforts so that managers can align sales and marketing resources to produce the greatest impact.

Advance Product StrategyProduct strategy decisions regarding resource allocations are critical factors for managers in winning assets. Deciding when, where and how to launch new products

to the marketplace or promote existing products can be a challenge — but if done correctly, those decisions can yield huge rewards.

Assess the MarketplaceThe same data that is available across our full suite of solutions is combined in one place for analysis. Managers can find out how they compare to peers in order to draw out key differentiators.

Create Customized ScorecardsScorecard defaults to the eVestment rating model. You also have the option within Scorecard to customize each of the five category weights and underlying metrics to suit internal criteria.

Improve Due DiligenceWith Scorecard, investors and consultants can quickly compare entire universes of managers. Visualize your current manager lineup as well as easily identify potential managers that should be on your radar on an ongoing basis.

Export and Share Export scorecards to PDF to easily share results with key stakeholders. Colorful charts provide an easy-to-understand visual analysis to distribute among your internal teams.

ATTRIBUTES AND CAPABILITIES

eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide. With the largest, most comprehensive global database of traditional and alternative strategies, delivered through leading-edge technology and backed by fantastic client service, eVestment helps its clients be more strategic, efficient and informed.

Drill down into each category to find out exactly which factors are most important to success. The Scorecard model uses both proprietary and conventional metrics, such as investor sentiment and fee levels.