Evaluation Service

  • Benefits
  • CAMRADATA Live
  • Assisted Searches
  • CAMRADATing
  • IQ Online
  • Brochure

Effective and Targeted Route to Market

The Evaluation Service distributes investment product data extensively throughout the institutional investment community via a range of print, online and social media channels. Typically, asset manager product data is seen by thousands of institutional investment professionals every month. The CAMRADATA Evaluation Service offers one of the most targeted ways of engaging directly with pension funds, insurance companies, consultants and multi-managers.


Multiple Brand Building Opportunities

Subscribing to the Evaluation Service gives asset managers the opportunity to build brand presence via a range of advertising and editorial opportunities – both on and offline. CAMRADATA’s publishing brand, Asset View, offers numerous effective channels through which managers can market themselves to the institutional investment community.

Cost Efficient Solutions

On average, more than 200 different asset manager searches are carried out by institutional investors on CAMRADATA Live every week. Asset managers are able to update a single set of information online at their own convenience via CAMRADATA Live. The Evaluation Service removes the need to supply the same information repeatedly to institutional investors – meaning more time can be spent building strong client relations.


Independent and Impartial Data

Subscription to the CAMRADATA Live database is free for pension funds, consultants and insurance firms, enabling consistent, efficient and cost-effective evaluation of asset manager performance. Asset managers have the opportunity to input qualitative data about their company including details about the firm’s history, investment team personnel and strengths, UNPRI status, investment philosophy, vehicle characteristics, fee schedules and supporting documentation.

Asset manager subscribers to the Evaluation Service store company and product data on the CAMRADATA Live online database, accessible online anytime, anywhere. This data is then searched by pension funds, insurance companies, consultants and multi-managers across the globe to support their investment reporting, manager research & manager selection processes.

Asset managers have the opportunity to input qualitative data about their company including details about the firm’s history, investment team personnel and strengths, UNPRI status, investment philosophy, vehicle characteristics, fee schedules and supporting documentation.

Quantitative performance returns and product assets are usually updated monthly – an import/export function makes this process very easy to administrate. Products can be pooled vehicles, segregated mandates or composites and are recorded under their specific asset classes.


For institutional investors with very specific manager search requirements, we run assisted searches on their behalf. This service is free of charge for institutional investors and includes: 

  • Distribution of search criteria on behalf of the investor – anonymously if required 
  • Provision of access to a bespoke forum page on CAMRADATA Live where managers and investors can discuss search requirements anonymously
  • Delivery of results by spread sheet but also as an online customised universe if required 
  • Feedback to managers on the search status 
  • Creation of bespoke online data collection tools 
  • Hosting and organising manager interview days

CAMRADATA’s global reach, the speed of the process and ability to deliver results were clear benefits to the Assisted Search.
Compre Group 

CAMRADATA Assisted Search added a new dimension to our tender process. We were able to narrow the field in terms of the service we were after and gain interest from a wide range of market participants. A bonus was the help we received in coordinating a presentation day and providing a central neutral location at which to meet.
Peter Beaumont-Finance Director, Cornish Mutual

CAMRADATing provides a chance for investors and consultants to meet different asset managers in order to assess their way of thinking and how they might fit into future strategies. We hire rooms in a Central London location where we host up to 5 institutional investors in separate board rooms. We then invite up to 5 asset managers to meet with each investor for an hour, where the manager can present a single product.

We have worked with CAMRADATA and their CAMRADATing events on three occasions this year. Not only have they helped us connect with potential clients in a very efficient way, we’ve also won new business as a direct result. The format works well and has represented good value.
Payden & Rygel Global Limited

 

CAMRADATA does an excellent job in arranging the day, making sure the time spent is used effectively
Deloitte

To find out more please email CAMRADATA Client Services or call +44 (0)20 3327 5600


Evaluation Brochure


What are our Thought Leadership Opportunities?

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