An institutional mandate is essentially a high-risk job description.
When a large organization like a pension fund decides to invest a large chunk of money, they don’t just “buy stocks.” Instead, they create a specific set of rules and goals for how that money should be managed. They then “mandate” an investment firm to follow those rules.
Asset management delivery leaders face an ever-increasing challenge: institutional mandates now open and close faster than ever, advisor influence has grown exponentially, and competition for each opportunity is stronger than ever. If a sales team can’t pitch quickly and effectively, they may lose the deal.
Most sales teams are currently slow because their information is scattered across many different systems. This leads them to waste time on wrong paths while the best opportunities go unnoticed. To make matters worse, receiving fresh market data typically requires technical teams to wait weeks for the information to be transferred and cleaned. By the time the data is finally ready for use, the opportunity to win the mandate has already passed.
Nasdaq eVestment™ Data Now available through Delta Sharing Databricks MarketplaceGives you direct access to comprehensive institutional investor data, open mandate intelligence and performance analytics in the form of live, query-ready delta tables. This integration streamlines your distribution workflow by eliminating data duplication, manual pipelines and brittle integrations, and simplifies opportunity identification, sales preparation and relationship management on a unified, AI-powered Databricks platform.
Nasdaq eVestment data comes from Databricks
Nasdaq eVestment provides a reliable view of the institutional investment landscape covering thousands of asset managers, plans, advisors and open mandates. All of this is shared directly into your Databricks Lakehouse as controlled Delta tables via Delta Sharing. Because Nasdaq eVestment data is Delta shared, it is delivered instantly without duplication to your Lakehouse with standard identifiers, ready to join with your CRM data, internal performance records, and client interaction history. This data is immediately available for analytics and AI use cases.
Daily updates on new mandates, advisor sentiment and investor activity flow into a single table, preserving lineage, versioning and access controls through the Unity Catalog. Once Nasdaq eVestment data is joined with your CRM records, meeting notes, and product performance data, new capabilities emerge without 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, advisor sentiment, audience trends, and investor preferences.When new mandates align with your company’s best practices, Databricks workflows instantly display those opportunities on 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 correct coverage team, creating 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 advisor preferences, your firm’s competitive position and first-party CRM data to prepare a customized pitch 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, prioritization and coverage. - AI-powered meeting intelligence
The Databricks Genie and AI Knowledge Assistant synthesize institutional investor priorities, mandate requirements, existing performance gaps and your firm’s strengths into concise briefing documents based on governed, auditable data.
For example, a delivery leader might ask: “What are the best opportunities for my firm?” And get a ranked list in terms of performance vs. incumbents, advisor sentiment, and next step recommendations in your Databricks environment.
why does it matter
- early engagement – Companies can identify well-matched mandates as they emerge and respond before competitors with live Nasdaq eVestment data. With real-time data sharing, your team can act on intelligence in hours, not days.
- Meeting customers where they work – Many asset managers already run analytics and AI on Databricks, but external data still comes in through slow, custom feeds. By seamlessly delivering Nasdaq eVestment data to the Databricks marketplace through Delta Sharding, we eliminate integration burden and deliver institutional intelligence directly into workflows, with no pipelines to build or maintain.
- precision over quantity – With thousands of institutional mandates in the market at any given time, “chasing everything” is a losing strategy. nasdaq eVestment’s Next Best Action dataset uses AI-powered opportunity scoring To help delivery teams focus on the highest-potential mandates where your firm’s track record, strategy and relationships create a real competitive advantage.
Customer Journey: Nasdaq eVestment on Databricks
- Search the Databricks Marketplace
Find and activate Nasdaq eVestment data instantly. No pipelines, no ETL, no setup required. - Access institutional intelligence
Use Delta Sharing to bring mandate data, advisor insights and investor profiles directly into your Databricks instance. - Integrate sales intelligence across sources
Combine Nasdaq eVest data with your CRM (Salesforce, Dynamics, HubSpot), internal performance data, and client meeting notes for a single, governed view of your opportunity landscape. - Automate opportunity scoring with Next Best Action
Trigger an AI-powered workflow using Nasdaq eVestment’s Next Best Action dataset that ranks mandates based on probability of win, uncovering opportunities where your firm is the strongest fit and cutting manual research time by over 80%. - Prepare for client meetings with AI agents
Use the Databricks Genie to query: “Present a summary of the ABC Pension Plan’s current allocation, open core fixed income mandate requirements and how our strategy compares to existing” And get detailed briefing in just seconds. - Scale securely with trusted data
Use Unity Catalog and MLFlow for full genealogy, interpretability, and compliance with data licensing and privacy requirements.
Once authorized, Nasdaq eVestment data from the Databricks marketplace is activated immediately. Delivery 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 delivery excellence. Teams gain the agility to use Next Best Action scoring to instantly identify high-probability mandates, prepare for meetings with AI-powered insights, and deliver winning personalized engagements.
to explore Nasdaq eVestments on Databricks Marketplace Today And begin to turn competitive pressures into growth opportunities.
