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eVestment Institutional Database from Evestment

An extensive database that offers benchmarking, fee comparison, and performance analysis, allowing pension funds to evaluate external managers effectively and negotiate competitive fees.

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Product analysis by function

Fee Negotiation and Benchmarking Software for External Manager Relations

Platforms that analyze investment management fee structures, compare them to market benchmarks, and support the negotiation and optimization of fee arrangements with external managers.
More Fee Negotiation and Benchmarking Software More External Manager Relations ...

Data Integration
(7 Yes /7 Known /10 Possible features)

Benchmarking and Analytics
(8 Yes /8 Known /12 Possible features)

Fee Calculation Engine
(2 Yes /2 Known /10 Possible features)

Negotiation Support Tools
(0 Yes /0 Known /10 Possible features)

Reporting and Visualization
(8 Yes /8 Known /10 Possible features)

Compliance and Policy Management
(1 Yes /1 Known /10 Possible features)

Collaboration and Workflow
(1 Yes /1 Known /10 Possible features)

Security and Access Control
(5 Yes /5 Known /10 Possible features)

User Experience and Interface
(6 Yes /6 Known /10 Possible features)

Scalability and Performance
(4 Yes /4 Known /10 Possible features)

Integration and Extensibility
(5 Yes /5 Known /10 Possible features)

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API Connectivity Ability to connect to third-party data sources, custodians, and internal systems via APIs.		eVestment supports data extraction via APIs and uploads, per public documentation and analyst reviews.
Bulk Data Import Import fee data in bulk from files such as CSV, Excel, or other standardized formats.		Bulk upload and data templates are mentioned as methods for adding manager data to platform.
Direct Custodian Feeds Receive automated fee and exposure data feeds directly from custodians.		No information available
Manual Data Entry Interface User-friendly UI for manual input or correction of fee-related data.		eVestment allows users to manually correct or add data to fund/manager records.
Data Validation Automated checks and controls to ensure imported data meets quality standards.		Automated quality checks and data validation described in product literature.
Data Refresh Rate The frequency with which data can be synchronized or updated in the system.		No information available
Data Mapping/Transformation Ability to flexibly map and transform disparate data into a standardized format for analysis.		Data mapping and flexible upload/migration services are referenced in technical partnerships.
Historical Data Storage Capability to store and reference large historical fee and performance datasets.		Longitudinal data and history is a core marketed capability of eVestment.
Integration with CRM Interfaces with client relationship management for context on negotiation history.		The platform supports integration with CRM systems through API or custom services (see integration documentation).
Custom Data Source Support Allows users to configure integrations with non-standard or proprietary data feeds.		No information available

Peer Universe Coverage Number of peer funds or mandates included in benchmarking datasets.		No information available
Custom Peer Group Definition Users can define and adjust their own benchmark or peer comparison group.		Users can create custom peer groups for benchmarking (explicitly called out in product materials).
Market Data Updates Regular updates of market fee benchmarks and indices.		eVestment states benchmark data is updated regularly (monthly/quarterly per data provider schedules).
Fee Decomposition Analysis of fee components, such as management fee, performance fee, other charges.		Fee structure breakdown is a stated analytics feature (via platform demos and documentation).
Statistical Analysis Tools Support for calculating percentiles, averages, quartiles, and other statistics.		Percentiles, quartiles, and other statistics available in analytics reporting.
Trend Analysis Ability to chart and analyze trends in fee levels over time.		Product supports historical charting and trend visualization for fees.
Performance vs Fee Correlation Evaluate relationship between fees charged versus actual performance.		Performance vs fee scatterplots and correlation analysis available in benchmarking module.
Fee Leakage Identification Detects hidden/implicit fees not clearly disclosed or out of line with market.		Platform includes detection of 'outlier' or above-market fees, which could underpin implicit fee checks.
Outlier Detection Alerts users to abnormal fee arrangements relative to benchmarks.		Automatic outlier analysis is referenced in product materials.
Benchmark Update Frequency Frequency at which benchmarking data is refreshed.		No information available
Scenario Modeling Users can create hypothetical changes and evaluate impact on benchmarks.		No information available
On-demand Custom Analytics Users can request or generate custom comparative analyses.		No information available

Multi-class Fee Support Ability to model fee structures for different share or mandate classes.		The system includes ability to track and compare fee structures for different share classes/mandates.
Complex Formula Handling Supports tiered, hurdle rate, high-water mark, catch-up, and other advanced fee formulas.		No information available
Simulation Speed Number of different fee arrangements that can be simulated per minute.		No information available
Adjustable Assumptions Users can input custom asset growth, performance, and other variables.		No information available
Cash Flow Modeling Projects the effect of fees on cash flows under different scenarios.		No information available
Fee Forecasting Ability to project future fees based on assumptions or simulated outcomes.		No information available
Performance Fee Granularity Level of detail supported for modeling performance-based fee structures.		No information available
Currency Handling Supports multi-currency fee calculations and reporting.		No information available
Audit Trail for Calculations Provides a transparent, step-by-step calculation log.		No information available
Custom Fee Schedule Input Users can input and store bespoke fee schedules for each manager.		Users can input/manage custom fee schedules for individual managers (documented feature).

Deal Documentation Tracking System for storing and managing documentation related to negotiation rounds and outcomes.		No information available
Negotiation Workflow Management Track progress through negotiation stages, approvals, and digital signatures.		No information available
Best Practices Library Provides templates, guidelines, and market intelligence around negotiation tactics.		No information available
Automated Proposal Generation System generates counter-offers or proposals based on analysis and policy.		No information available
Negotiation Outcome Analytics Post-negotiation analysis to assess how fee reductions were achieved.		No information available
Negotiator Collaboration Tools Supports real-time messaging, sharing of notes, and coordinated edits among negotiating team.		No information available
Historical Negotiation Repository Database of all past negotiations for reference and lessons learned.		No information available
Approval Workflow Customization Customizable approval chains for finalizing negotiated terms.		No information available
Meeting Scheduler Integrated calendar and scheduling tools for meetings and deadlines.		No information available
Negotiation Status Dashboard Real-time overview of the state and stage of all ongoing negotiations.		No information available

Custom Report Builder Allows users to design and generate tailored fee, benchmarking, and negotiation reports.		Custom reporting is a key selling point, cited in official and third-party platform reviews.
Interactive Dashboards Real-time, user-customizable dashboards for visualizing key fee metrics.		Interactive visual dashboards are featured prominently in marketing screenshots.
Scheduled Report Distribution Automate delivery of routine reports to stakeholders.		Scheduled report sending is cited as a feature in product documentation.
Export Formats Number of report and data export types supported (e.g., PDF, Excel, PowerPoint).		No information available
Drill-down Visualization From summary views, users can drill into detailed fee components and sources.		Users can drill down from summarized dashboards to underlying data tables and components.
Data Table Export Direct export of raw and formatted data tables for further user analysis.		Data exports (raw and formatted) are supported for further analytics—per product FAQ.
Graphical Fee Comparison Visual comparison of own fees vs benchmarks and across calendar periods.		Graphical charting and benchmarking comparisons are a documented core capability.
Role-based Report Access Control which users can access specific types of reports.		User-specific and team-based report access controls are supported according to platform guide.
Regulatory Report Templates Includes templates that comply with local regulatory or internal requirements.		Templates for regulatory reporting, such as Form ADV and others, are mentioned.
Automated Data Annotation System can tag or explain anomalies or highlights within reports.		No information available

Policy Rule Engine Configurable engine for setting and monitoring compliance with internal fee policies.		No information available
Automated Compliance Alerts Triggers alert when proposed terms fall outside of policy guidelines.		No information available
Regulatory Change Updates Monitor and update fee policies as regulations evolve.		No information available
Custom Policy Documentation Stores and manages custom fund, board, or regulatory fee policies.		No information available
Audit Logging Tracks every user action, change to fee schedules, and negotiation edits.		No information available
Segregation of Duties Restricts and logs who can propose, approve, and implement fee terms.		No information available
Approval Workflow Integration Integrates compliance sign-off into negotiation and fee change workflows.		No information available
Policy Violation Reporting Reports and analyzes any breaches or overrides of established policies.		No information available
Historical Compliance Evidence Stores documentation demonstrating full compliance for audit purposes.		No information available
User Access Controls Granular permission levels for user roles and policy visibility.		Role-based and granular user access management features described for administrator users.

Team Task Assignment Assign tasks related to fee negotiation, review, or reporting to specific users.		No information available
Commenting/Discussion Threads Support for threaded comments attached to fee negotiations or benchmarking data.		No information available
Notifications and Reminders Automatic reminders for critical negotiation milestones or deadlines.		No information available
External Stakeholder Invitations Securely invite third parties (e.g., consultants, legal) into selected workflow steps.		No information available
Workflow Customization Ability to customize sequential and parallel approval paths or negotiations.		No information available
Realtime Collaboration Multiple users can work simultaneously on the same negotiation or report.		No information available
Role-Based Task Routing Route tasks to users depending on seniority, expertise, or division.		No information available
Collaboration History Access to full logs of all comments, edits, and decisions made per negotiation.		No information available
Integrated Email Alerts Send email notifications triggered by workflow events.		No information available
Mobile Workflow Support Collaboration and task approvals available via mobile device.		eVestment is cloud-based and accessible via mobile web browser. Dedicated app status not specified.

User Authentication Method Support for advanced authentication mechanisms (e.g., SSO, 2FA).		Supports SSO, with some clients enabling 2FA—details found in security documentation.
Encryption at Rest All fee and contract data is encrypted while stored.		All sensitive platform data is stated to be encrypted at rest (per vendor documentation).
Encryption in Transit All communications between users and servers are encrypted.		TLS/SSL is used for all data in transit (industry standard; stated in technical docs).
Audit Trail for Access Tracks every login, change of credentials, and privileged activity.		User and admin audit access logs are a standard feature in both admin and compliance tools.
Field-Level Access Control Sensitive data fields (e.g., manager/mandate-level fees) can be hidden by user permission.		Field-level access/visibility controls are supported for larger institutional clients.
Data Residency Options Allows users to select or request specific data localization requirements.		No information available
Incident Response Protocols Documented and tested procedures if a data breach is detected.		No information available
Role-based Security Grouping Assigns security policies based on user roles and teams.		No information available
Access Expiry Management Automatically expires or restricts access after set periods of inactivity or role changes.		No information available
Secured API Gateways All external API integrations pass through secure gateway filtering.		No information available

Intuitive Navigation Clearly structured menus and paths for efficient navigation.		Navigation is consistently cited as intuitive and easy to use in both marketing and user reviews.
Customizable Dashboard Layouts Each user can configure their dashboard views.		Each user can personalize dashboards—feature included in platform guides.
Responsive Design System works effectively across desktop, tablet, and mobile displays.		Responsive/adaptive interface works across multiple device types.
In-platform Help and Tooltips Contextual help resources and tooltips guide users through features.		Platform includes in-app help, pop-up tips, and explanatory guides.
Search Capability Powerful search for fee schedules, negotiations, or documents.		Global search is present for strategies, fees, and documents.
Multi-language Support Platform can be delivered in multiple languages.		No information available
Favorite/Saved Views Users can bookmark or save favorite report/filter settings.		No information available
Accessibility Compliance UI designed per AA/AAA accessibility standards for all users.		No information available
User Activity Dashboards Dashboard summary of all user’s recent activity and open tasks.		User dashboard widgets summarize recent activity and open tasks.
Background Auto-save All changes and inputs are auto-saved to prevent data loss.		No information available

Concurrent User Capacity Max number of users supported simultaneously without performance loss.		No information available
Data Volume Capacity Maximum data storage supported before performance degradation.		No information available
Average Page Load Time Measured front-end system response for a standard dataset.		No information available
Peak Simulation Performance Maximum number of fee scenarios or calculations per hour.		No information available
Elastic Resource Scaling Platform automatically scales server resources during demand spikes.		Platform is cloud-based and resources are scaled elastically as needed (mentioned in technical docs).
Disaster Recovery SLA Maximum outage time for system recovery to full functionality.		No information available
Uptime Guarantee Service level guarantee for minimum available uptime.		No information available
Multi-region Deployment Supports users and data across multiple geographic jurisdictions for redundancy.		Hosting is multi-region and supports clients in US/EU/Asia data centers.
Zero Downtime Upgrades System upgrades occur without interrupting user work.		Upgrades are designed for minimal disruption, with most occurring outside business hours (soft zero downtime).
Historical Data Performance Maintains high performance for analytics on 5+ years of historical data.		Historical time series analysis (5-10+ years) is referenced in benchmarking capabilities.

Open API Full-featured API allows integration with upstream and downstream systems (e.g., risk, accounting).		eVestment API allows integration with external risk/accounting and data lakes; API documentation available.
Webhooks/Push Notifications Send real-time notifications or updates to external applications.		No information available
Plugin/Extension Support Support for installing add-ons that enhance or customize platform capability.		No information available
Custom Data Connector Capability Users can build and deploy custom connectors for proprietary data feeds.		No information available
Single Sign-On Integration Platform integrates with corporate identity management for simplified login.		Supports Single Sign-On with enterprise integration (per security documentation).
Export to BI Tools Direct compatibility with business intelligence solutions (e.g., Tableau, Power BI).		Excel and direct BI tool integration listed as available integrations (e.g., with Power BI and Tableau).
Third-Party Regulatory Interface Automated reporting or data transfer to regulatory agencies or auditor portals.		No information available
White-labeling and Branding Allows overlays of fund or sponsor branding for internal/external presentation.		No information available
Versioned API Documentation Detailed, version-controlled documentation for developers and integrators.		Versioned API documentation available to clients and integration partners.
Legacy System Migration Tools Built-in tools and guidance for migrating data from old systems.		Legacy data migration services and tools are available for onboarding new clients.

eVestment Institutional Database from Evestment

Product analysis by function

Fee Negotiation and Benchmarking Software for External Manager Relations

Data Integration (7 Yes /7 Known /10 Possible features)

Benchmarking and Analytics (8 Yes /8 Known /12 Possible features)

Fee Calculation Engine (2 Yes /2 Known /10 Possible features)

Negotiation Support Tools (0 Yes /0 Known /10 Possible features)

Reporting and Visualization (8 Yes /8 Known /10 Possible features)

Compliance and Policy Management (1 Yes /1 Known /10 Possible features)

Collaboration and Workflow (1 Yes /1 Known /10 Possible features)

Security and Access Control (5 Yes /5 Known /10 Possible features)

User Experience and Interface (6 Yes /6 Known /10 Possible features)

Scalability and Performance (4 Yes /4 Known /10 Possible features)

Integration and Extensibility (5 Yes /5 Known /10 Possible features)