Case Study
Large Insurance & Financial Services Investment
This Large Insurance & Financial Services Investment Management Firm was founded more than 40 years ago, offering a wide range of investment products and services to meet their members’ needs. The firm manages over $125B billion in mutual fund assets, including proprietary, externally managed sub-advised funds and subsidiaries. The firm subscribes to eVestment Omni Complete to aid in their database population efforts. New to Distribution “We’re a little bit of a different beast than some other investment management firms, ” said the Business Development Advisor of the firm. “Until four years ago, you had to call us directly to buy our funds. We’ve since been in hyper growth mode, building awareness across various platforms. We had virtually no presence in the data