The Industry
Uncover Asset & Wealth Management to Fuel Growth
The Asset & Wealth management industry is evolved rapidly due to COVID-19 pandemic and changing investor demographics. Digital transformation is crucial, but firms must also address the rising demand for ESG investments and related regulations. Immediate adjustments are needed to meet evolving client needs and navigate industry trends, tech disruptions, and regulatory changes. Investment managers must prioritize adopting tools to enhance operating models and leverage data-driven analytics.
Access Evalueserve’s comprehensive solutions and leverage our expertise, seasoned analysts and engineers, and advanced technology to transform your processes, gain competitive intelligence, and make informed decisions.
Services We Provide
Optimize Your Processes
Fund Marketing
We work with clients to help create, design, and distribute marketing collaterals across multi-channel platforms. We provide end-to-end product marketing solutions, including Marketing Collateral Content Management, Compliance, Seismic Support, Sales/ Consultant Database, RFP/RFI/DDQ and Content Management. We also provide Digital Marketing support, including Web Content Management, Website Audit, and SEO Audit.
Design & Creative Services
We have a deep-rooted understanding of the Asset & Wealth Management industry and significant experience working on digital marketing assets. We support clients with document designing, A/V Visualization, Publication Support, and Digital and Infographic designing
Investment Research
Receive actionable insights by our expert analysts across equity research and credit research strategies to propel investment decisions. We provide support in areas such as Equities Research (company/sector), Fixed Income and Credit Research, Thematic Research, Financial Modeling & Valuation, Macro Research, Database Maintenance, and Periodic Newsletters.
Market & Competitive Intelligence
Gain timely insights for informed decision-making. Stay updated on competitor and market updates to build a robust strategy, differentiate products effectively, and craft standout brand and marketing strategies. Our solutions portfolio includes Market Analysis & Strategy, Competitive Intelligence & Strategy, Brand & Marketing Strategy, and Product (Offer) Intelligence.
ESG
Evalueserve supports asset managers with tailored sustainability solutions, including consultative methodologies and transparent assessments. We help our clients with ESG integration/assessment, Negative/Exclusion Screening, Thematic Research, Competitive Intelligence & Market Intelligence, Sustainability Intelligence, and ESG Rating Models (sovereigns, EM corporates, Leveraged Finance, Muni Bonds, etc.).
Risk Analytics & Modelling
We offer services for every area of risk analytics, modeling, and model risk management. Our portfolio in this domain includes Model Risk Management (model development, validation, monitoring, and governance), Derivative Valuations, Risk Analytics, Regulatory Reporting and Exposure Management, Risk Data Infrastructure, and Data Stewardship, Micro Automation for BAU Process / Processes Engineering, and Workflow & Model Inventory Platform.
Portfolio Analytics & Reporting and Manager Selection
We help streamline and improve accuracy across numerous types of reports across Asset Allocation support, Performance Attribution, Portfolio & Client Reporting, and Fund Managers’ research.
Data Engineering & Analytics
We provide Analytics Advisory, Data Architecture & Big Data Engineering, Digital Marketing Analytics, Data Storytelling & Advanced Visualization, Data Science, Final Mile Technology, and Intelligent Process Automation.
Related Resources
Explore Our Domain Expertise
ESG Factors in Retirement Plan Investments – DOL Allows New Avenues for Employees
Explore how the DOL’s new rule enables retirement plans to consider ESG factors, impacting stakeholders and paving the way for sustainable investment options.
Data Analytics in Wealth Management – Then and Now
Discover how the focus of Wealth Management has shifted from information availability back to the quality of advice with the advancement of data analytics in the industry.
Leveraging Databases for Asset & Wealth Management
Discover the benefits of leveraging databases for asset and wealth management firms, enhancing competitive intelligence, and driving informed decision-making.
Market and Competitive Intelligence Challenges of Asset Management Firms
Over the last decade, market and competitive intelligence (MI/CI) has emerged as a focus area for all organizations, including asset management (AM) firms, looking to gain strategic agility.
Our Products
AI-Powered Products That Scale
Spreadsmart
Automate financial data extraction for valuation. Improve accuracy and increase the speed of financial spreading by 70%.
Insightsfirst
AI-enabled platform that empowers you to get an edge in the market through differentiated insights and recommendations.
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Combination of human expertise and best-in-class technology to patent landscaping; obtain expert–backed IP and R&D insights.
Publishwise
An AI-powered platform that lets users swiftly recommends content for proposal creation using intelligent search, NLP and ML.
