Case Study

Atlanta Capital Management

Atlanta Capital Management

Pages 1 Pages

Atlanta Capital is an investment boutique with growth equity, core equity and fixed income teams serving the institutional investor market. Amanda Kokan is the director of managed account operations and marketing for Atlanta Capital. Her team oversees marketing operations, including pitch books, fact sheets, marketing materials, consultant databases, RFPs, RFIs and any due diligence requests that come in. She has been working with eVestment’s Professional Services team over the last year to develop custom report templates using eVestment’s PowerLink Excel plug-in as well as to create a comprehensive Product Intelligence Report using data from the Asset Flows and Advantage modules. Custom PowerLink Template “The PowerLink report has probably helped my team the

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