Case Study

Freed-Hardeman University Endowment

Freed-Hardeman University Endowment

Pages 1 Pages

Freed-Hardeman University Endowment was looking for a user-friendly solution to conduct their due diligence and facilitate reporting. Jay Satterfield, Chief Investment Officer for the endowment, said that originally he acted as a consultant for the university, which then recruited him to work in- house. Once on board, one of his main goals was to reduce overall cost, and he began evaluating different solutions to help with due diligence and reporting. The current system was “very cumbersome, very slow, very onerous to put together a report or make modifications, ” Satterfield said. “We relatively quickly began looking at what other resources were available to us. One of the firms we worked with mentioned eVestment as an option to look at and we liked the sol

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