AI-Ready Data Sets, Next Best Action Intelligence and Platform Integration Accelerate Mandate Targeting and Grow Assets Under Management

As financial firms face mounting pressure to navigate data complexity and accelerate AI adoption, Nasdaq eVestment today announced a major leap forward in institutional intelligence: the launch of Nasdaq eVestment AI-ready datasets and Next Best Action for Institutional Capital, enabling asset managers to activate agentic workflows directly within their own environments.

As institutional mandates grow more competitive, firms face increasing pressure to respond with speed and precision. At the same time, nine in ten investment advisors plan to implement AI workflows in 2026, signaling a rapid shift toward intelligent automation. Nasdaq eVestment’s new capabilities eliminate manual data manipulation and fragmented workflows, replacing them with embedded intelligence that scales across teams and systems, empowering firms to make smarter decisions at market speed.

“We’re not just delivering data, we’re enabling institutional decision-makers to act on intelligence at the speed of opportunity,” said Daniel Brickhouse, Vice President & Head of Product, Nasdaq Analytics. “This represents the infrastructure layer that will power the next generation of institutional investing, where firms compete on the speed and precision of their market intelligence.

This milestone signals Nasdaq eVestment™’s evolution from a global institutional data and analytics platform into a strategic data infrastructure partner, delivering intelligence not only through dashboards, but through real-time decision engines embedded directly into the systems asset managers rely on, enriched by their own proprietary data.

Next Best Action: Intelligence at Market Speed

Nasdaq eVestment’s Next Best Action for Institutional Capital solution combines proprietary institutional data with intelligent scoring to help distribution teams surface high-probability mandates before RFPs are issued, as well as identify replacement opportunities, andrisk exposure to current mandates.  Opportunity scores, recalculated daily on a 0.00–5.00 scale, help prioritize outreach and reduce prospecting time from hours to seconds. In live testing across 3,700 managers and 20 mandates, early adopters reported 10x faster prospect identification and a 20-30% lift in win rates.

This solution includes:

• Real-time mandate scoring and prioritization
• Identification of underperforming incumbents for competitive displacement
• Early visibility into emerging opportunities and risk exposure
• CRM-integrated workflows for seamless outreach and tracking
• AI-Ready Data Infrastructure: Built for Institutional Intelligence

Custom delivery options:

• Native BI dashboards with embedded Next Best Action scoring
• Snowflake and Databricks integrations for enterprise data stacks
• Direct API access for custom analytics and proprietary models
• Salesforce and CRM integration for unified workflow management
• Automated reporting and near real-time portfolio tracking

AI-Ready Data: Built for Agentic Intelligence

To support the rise of agentic AI models, Nasdaq eVestment now offers AI-ready datasets optimized for natural language querying, model training, and real-time decision support. These datasets—spanning over 27,500 institutional strategies and 25,500 investor profiles—can be licensed and integrated via Snowflake, secure APIs, and other delivery channels.

These AI-ready datasets are specifically optimized for natural language querying and model training, enabling conversational interactions such as “Which investors are under-allocated in core fixed income and have open mandates?” with ranked, contextualized responses delivered in seconds.

Platform Integration Capabilities:

• Unlike raw data dumps, AI-ready data is structured for immediate use in portfolio modeling, manager screening, scenario simulations, and near real-time reporting enabling faster decisions and deeper insights without manual prep.
• Users can tailor data queries to reflect their firm’s priorities, values, and strategies. The semantic model supports both broad and deep questions—ideal for both strategic planning and tactical outreach.
• Agentic workflows embedded in Snowflake introduce autonomous AI agents that reason, plan, and act—turning data into decisions without manual effort.
• Ready-to-run application for rich conversational AI experiences on top of your Snowflake and business application data.
• AI-enriched data with Q&A pairs and entity clusters, delivered directly into Snowflake, Databricks, and BI tools—no additional processing required
• A standalone application that can invite anyone in the business to surface insights and take action from your data.
• Integrated with Snowflake governance and access controls.

Nasdaq EDGe 2025: The Launchpad for Institutional Innovation

These capabilities will be showcased at Nasdaq EDGe 2025, the firm’s inaugural global forum for institutional leaders, broadcasting worldwide on October 15. The event features panels with leading consultants, asset managers, and technology partners, offering first access to Nasdaq’s latest innovations and a strategic look at how AI, data infrastructure, and intelligent workflows are reshaping institutional investing.

Source: Nasdaq