Case Study
Foundry Partners
Foundry Partners is a boutique asset management firm based in Minneapolis, Minnesota. Foundry Partners manages approximately $1B in assets from their institutional investor clients (as of March 31, 2016) and subscribes to eVestment Omni Source to assist in their third- party and consultant database population efforts. The Database Deadline Crunch “Our challenge was, unlike a lot of other boutique firms around the same asset level who may have one to three strategies, we have eight and this can create a logjam with the associated deliverables, ” said Jason Thon, Marketing & Products Manager for Foundry Partners. “As the primary internal marketing person on staff it can be especially taxing around quarter-end, when I’m also updating our commentaries, fact sheets, prese