Nasdaq eVestment Data Now on Databricks Marketplace

An institutional mandate is essentially a high-stakes job description.

When a large organization like a pension fund decides to invest a chunk of money, they don't just "buy stocks." Instead, they create a specific set of rules and goals for how that money must be managed. They then "mandate" an investment firm to follow those rules.

Asset management distribution leaders face an ever-increasing challenge: institutional mandates now open and close faster than ever, consultant influence has grown exponentially, and competition for each opportunity is stronger than ever. If a sales team cannot pitch quickly and effectively, they may lose the deal.

Most sales teams are currently slowed down because their information is scattered across too many different systems. This leads them to waste time on the wrong leads while the best opportunities go unnoticed. To make matters worse, getting fresh market data usually requires waiting weeks for technical teams to move and clean the information. By the time the data is finally ready to use, the window of opportunity to win the mandate has already passed.

Nasdaq eVestment™ data is now available through Delta Sharing on Databricks Marketplace, giving you direct access to comprehensive institutional investor data, open mandate intelligence, and performance analytics as live, query ready Delta tables. This integration streamlines your distribution workflow by eliminating data duplication, manual pipelines, and brittle integration, and simplifies opportunity identification, sales preparation, and relationship management on the unified, AI-powered Databricks platform.

Nasdaq eVestment Data Meets Databricks

Nasdaq eVestment delivers a trusted view of the institutional investment landscape, covering thousands of asset managers, plans, consultants, and open mandates. All this is delivered as governed Delta tables via Delta Sharing shared directly into your Databricks lakehouse. Because Nasdaq eVestment data is Delta Shared, it lands instantly without duplication in your lakehouse with standard identifiers intact, ready to join with your CRM data, internal performance records, and client interaction history. This data is instantly available for analytics and AI use cases.

Daily updates on new mandates, consultant sentiment, and investor activity flow into the same tables, preserving lineage, versioning, and access controls through Unity Catalog. Once Nasdaq eVestment data is joined with your CRM records, meeting notes, and product performance data, new capabilities emerge without standing up new systems or data copies:

• Automated mandate discovery with Next Best Action scoring
  Nasdaq eVestment's Next Best Action (NBA) dataset ranks open institutional mandates on a 0-5 scale based on how well each opportunity fits your firm’s strategy and historical win patterns. The participant factor model considers performance versus incumbents, consultant sentiment, viewership trends, and investor preferences.
  
  When new mandates align with what your firm does best, Databricks workflows surface those opportunities immediately across analytics, dashboards, or alerts—so teams focus on the right mandates instead of chasing low-probability leads.
  
  With Agent Bricks on Databricks, this scoring becomes continuous and actionable. Agent Bricks continuously monitors new and updated mandates, combines NBA data with CRM relationship data and internal performance metrics, and automatically triggers next steps, such as notifying the right coverage team, generating a mandate-specific briefing, or updating pipeline status—turning mandate discovery into an always-on execution flow.
  
• Real-time sales preparation
  Live mandate details with historical consultant preferences, your firm's competitive positioning and first party CRM data to prepare customized pitches before the first meeting.
• Dynamic pipeline management
  Nasdaq eVestment's collection of open mandates is continuously matched with CRM and relationship data using Databricks SQL and AI/BI dashboards, giving teams a real-time view of fit, priority, and coverage.
• AI-powered meeting intelligence
  Databricks Genie and AI Knowledge Assistants synthesize institutional investor preferences, mandate requirements, incumbent performance gaps, and your firm's strengths into concise briefing documents, grounded in governed, auditable data.

For example, a distribution leader can ask: "What are the best opportunities for my firm?" and receive a ranked list with context on performance versus incumbents, consultant sentiment, and next-step recommendations, all within your Databricks environment.

Why This Matters

1. Quicker Engagement – Firms can identify well-matched mandates as they appear and respond before competitors do with live Nasdaq eVestment data. With real-time data sharing, your team can act on intelligence in hours, not days.
2. Meeting clients where they work – Many asset managers already run analytics and AI on Databricks, but external data still arrives through slow, custom feeds. By delivering Nasdaq eVestment data natively on Databricks Marketplace through Delta Sharing, we eliminate integration burden and deliver institutional intelligence directly into workflows, and no pipelines to build or maintain.
3. Precision over volume – With thousands of institutional mandates in market at any time, "chase everything" is a losing strategy. Nasdaq eVestment's Next Best Action dataset uses AI-powered opportunity scoring to help distribution teams focus on the highest-probability mandates where your firm's track record, strategy, and relationships create a true competitive advantage.

Customer Journey: Nasdaq eVestment on Databricks

1. Discover on Databricks Marketplace
   Find and activate Nasdaq eVestment data instantly. No pipelines, no ETL, no setup required.
2. Access institutional intelligence
   Use Delta Sharing to bring mandate data, consultant insights, and investor profiles directly into your Databricks instance.
3. Unify sales intelligence across sources
   Join Nasdaq eVestment data with your CRM (Salesforce, Dynamics, HubSpot), internal performance data, and client meeting notes for a single, governed view of your opportunity landscape.
4. Automate opportunity scoring with Next Best Action
   Trigger AI-powered workflows using Nasdaq eVestment's Next Best Action dataset which ranks mandates by win probability, surfacing opportunities where your firm has the strongest fit and cutting manual research time by 80%+.
5. Prepare for client meetings with AI agents
   Use Databricks Genie to ask: "Summarize ABC Pension Plan's current allocation, the open core fixed income mandate requirements, and how our strategy compares to the incumbent" and receive a comprehensive briefing in seconds.
6. Scale securely with trusted data
   Use Unity Catalog and MLflow for full lineage, explainability, and compliance with data licensing and privacy requirements.

Once authorized, Nasdaq eVestment data from the Databricks Marketplace is activated immediately. Distribution teams can instantly query live mandates, launch AI-assisted research notebooks, or visualize pipeline health in AI/BI dashboards under the same governance framework.

By bringing Nasdaq eVestment institutional intelligence natively into Databricks through Delta Sharing, asset managers can replace fragmented research processes with a unified, governed foundation for distribution excellence. Teams gain the agility to identify high-probability mandates instantly using Next Best Action scoring, prepare for meetings with AI-powered insights, and deliver personalized engagement that wins.

Explore Nasdaq eVestment on the Databricks Marketplace today and start turning competitive pressures into growth opportunities.