Is it time for investors in LatAm to tread an investment path different from the one taken by traditional asset managers? Should they embrace the global trend of factor indices and take controlled risk with proven strategies?
Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.
This client needed an effective workflow management system that could handle a large volume of projects involving functionalities/features such as knowledge management, search, and reporting.
Read how analytics can help maximize the potential of your human capital.
A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.
Our client needed such a system to manage not only their own ongoing creation of knowledge assets, but also the significant volume being created by third-party vendors.
This case study explains how a leading US audit, advisory and assurance firm used our software platform, Researchstream, to take control of their internal knowledge projects. Researchstream provides an end-to-end workflow management system for research projects that streamlines and automates key processes and supports quicker, easier collaboration.
Dividend stocks are often associated with older investors looking for a regular yield, while young investors target short-term price movements. But does the relentless pursuit of price returns actually work?
Pitchready – our suite of PowerPoint-based productivity tools has been developed to make pitchbook creation efforts smarter and more efficient. This case study illustrates how Pitchready helped a major investment bank increase its formatting efficiency by 50%.
Predictive sourcing holds out the promise of making procurement decisions using accurate predictions based on the analysis of big data.
Does one ‘digitalization’ strategy apply to all business functions alike? To find out how to make non-core digitalization a success, read our Insights article.
The client wanted to leverage social media platforms to conduct an Active Online Listening (AOL) project, to help generate better insights around smart cities and understand key topics being discussed.
Saudi Arabia’s macro-economic indicators have put a big question mark on the sustainability of Saudi riyal (SAR) peg to the US dollar at 3.75. Devaluation appears to be the only potent weapon for the kingdom to rein in soaring fiscal deficit, without constraining economic growth.
We asked 260 procurement professionals, in 14 industries worldwide, about the problems and priorities they face. Our findings, summarized in this exclusive survey report, feature the four key trends shaping the procurement landscape today.
Cognitive technology is transforming the way firms do business. In this article we explore how forward-looking companies around the world are putting cognitive technology to work across a range of business functions.
Consumer behavior is changing fast, business environments are increasingly volatile, and more and more marketplaces are going digital. In this turbulent landscape, it’s no wonder that securing organic, profitable incremental growth is the single most important challenge facing corporations today.
The new legislative proposal is expected to have a global impact on the ecosystem of how buy-side consumes sell-side research. The changes will create fresh challenges for the industry, but they will also bring some attention-worthy opportunities.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
Brexit – a work in progress, with everything still to pay for. This industry insights examines the economic and commercial impacts of Brexit, including the key factors you should consider if your portfolio covers UK firms.
The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.
Retaining promising junior bankers has become a high priority for investment banks. Automation has demonstrable advantages in terms of increased efficiency and reduced costs, but what about the potential for increased satisfaction?
While 2000–2009 saw disruption due to outsourcing and offshoring, years (2009–2015) following the global financial crisis, witnessed a stricter global regulatory environment.
The efficiency increases of mind+machine gains impact businesses on the scale of their operations. The time-to-market of solutions will drastically come down and so will the costs, and the potential reach will increase multi-fold thanks to such innovations.
Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.
Over the last few years, sell-side research firms have been under tremendous pressure to produce higher volumes of research that offer even deeper, better, and newer insights but with limited resources.
The client was losing market share due to increased competition from other market leaders and new service providers. They had access to considerable internal and external data but lacked the bandwidth to perform detailed analyses.
Are you part of the global pharma conversation? Do you have the systems in place to join it? More and more pharmaceutical and healthcare companies are finding the need to actively engage with patients, physicians and key opinion leaders.
Assets under management by robo-advisors are on the rise and both startups and industry leaders are investing in this new technology. But what does that mean for human financial advisors?
Clairvolex helps companies in filing, managing and monetising patents, and competes with global players like Thomson Reuters, CPA Global, Evalueserve and Questel. Its clients include telecommunication and technology companies in the US and Europe.
After acquiring Treparel, Evalueserve now holds an office on the HSD Campus. HSD (the Hague Security Delta) Campus is the national innovation center for the security cluster, founded by the Hague and with the support of the European Union (ERDF / Opportunities for West).
Help your analysts strike the optimal balance between conducting research and other essential tasks such as expanding coverage and meeting clients. We’ll provide efficient research support so you can focus on your customers.
Our experts created a self-service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products.
Aware of the potential of social media as a source of marketing, strategy, and adverse event information, a major pharmaceutical company wanted to invest in AOL.
Sector & Account Intelligence
MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
© 2026 Evalueserve. All rights reserved.