Investment Management

Differentiate, scale and market your products more effectively with mind+machine™.

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Integrated approach to transform your business…

Investment management firms are competing for customers’ attention more fiercely than ever before. To stand out from the crowd, you need to move forward rapidly with investment strategies, reach clients with your communications and keep them up to speed with the latest trends. It’s not just about being better or faster – it’s about rethinking the whole way you do business.

Combine your market expertise with our proven skills in research, analytics and strategy and you can streamline your internal processes, increase efficiency by 20–50% and make your mark in a demanding market.

Operate at scale

  • Develop differentiated product strategies and advice

    Expand your research, quant, alternate and ESG strategies and offer your clients deeper market knowledge.

  • Build your digital and marketing capability

    Combine workflow, analytics and content strategies to connect more closely with clients.

  • Hit sales and marketing targets

    Streamline, digitize and automate key workflows to boost productivity across all your teams.

  • Keep up with compliance

    Our service design skills and regulatory expertise help you stay on top of your obligations.

The mind+machine™ difference

  • Diagnose, Design, Deliver framework (D3)

    We build holistic solutions that encompass research, analytics and technology – all unified by the principles of service design.

  • True expertise across the board

    Our team includes 500+ data scientists, 600+ financial analysts and 100+ quant professionals.

  • 3,000+ successful automation projects… and counting

    Time and again, we’ve made our clients’ processes more efficient and improved quality.

  • Ready to help you, worldwide

    We can deliver and collaborate around the clock, in multiple languages.

Comprehensive solutions portfolio

  • Client services and business operations support

    We can help you redesign key processes, automate knowledge workflows and make your service more client-centric.

    Service design for client engagement and higher NPS

    • External benchmarking
    • Best practice and innovation research
    • Process and workflow design
    • Optimizing the customer journey and experience
    • Capital management

    Process automation and knowledge management for real-time access to insights

    • Business reporting solutions
    • Web-based knowledge management tools
    • Desktop productivity toolkits

    Business process support for higher productivity

    • Client onboarding
    • KYC solutions
    • Market monitoring

  • Product and investment support

    We can help you find winning new investments for your clients, take the pain out of compliance and sharpen up your business intelligence.

    Research support for expanded coverage

    • Equity research
    • ESG coverage
    • Credit research
    • Quantitative research

    Data science and quant to help you generate alpha

    • Analytics to support your research
    • Alternative data and science

    Compliance support for lower costs and smoother processes

    • 24/7 credit reports
    • Monitor compliance with strategy/regulations

  • Sales and marketing support

    We can help you discover new insights, produce compelling content and use analytics to predict trends in your key segments and channels.

    Research and analytics for near real-time insights

    • Competitive and industry insights
    • Survey, social and web analytics
    • Operational risk and compliance

    Distribution and CRM for predictive insights

    • Sales analytics
    • Segmentation and distribution insights
    • Database management

    Campaign and channel insights for higher conversions and revenue

    • Digital and campaign management
    • Campaign insights and analytics
    • Channel performance measurement

    Content production and management for reduced cost and time to market

    • Publishwise: Workflow and content automation
    • Content management
    • Developing marketing content
    • Creative and design services

Talk to one of our experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.

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