Over the past 25 years, the investment industry has undergone significant transformation in how investors and consultants access information, conduct research, and perform due diligence. Consultant databases and due-diligence portals have become integral to these processes.
For asset managers, this evolution creates an ongoing operational challenge: ensuring their firm and strategies are best represented while maintaining accuracy across platforms.
Asset managers frequently pose two critical questions:
- Which databases should we prioritize?
- Which strategies should we list?
Which Databases Should Asset Managers Populate?
The short answer: prioritize as many as feasible. Each database provides incremental visibility with distinct user bases, focus areas, and use cases. Some platforms emphasize live mandate opportunities, while others support research and monitoring functions. Since platforms serve different purposes, expanding presence across multiple databases enhances both discoverability and competitive positioning.
Key Investor & Consultant Databases
Nasdaq eVestment
With over 1,200 active institutional users, eVestment serves as the largest institutionally focused database globally. It attracts pension funds, insurance companies, sovereign wealth funds, superannuation schemes, and investment consultants. For managers targeting institutional assets across regions, eVestment represents an essential channel.
PSN Informa
Operating for over 40 years, PSN hosts more than 21,000 strategies from 2,800+ managers, specializing in separately managed account (SMA) data. Notably, 90% of the top managed-account sponsors rely on PSN for accurate information. The platform targets financial advisory firms and wealth managers, making it particularly valuable for those pursuing advisor and SMA channels.
Global Fund Search
This independent platform connects asset managers with live institutional mandate opportunities, supporting approximately 100 searches annually with an average mandate size of $150 million across traditional and private markets. A distinctive feature is providing feedback to non-selected managers—an uncommon benefit.
APX Stream
APX Stream provides flexible pricing and enables distributing data to all eligible databases without additional fees. The platform supports scalable, customizable workflows while maintaining quality through multiple validation and reconciliation layers throughout the process.
Need Assistance?
For assistance developing a database marketing strategy or learning how APX Stream supports asset managers through technology and service, contact the team directly.