Institutional Investment Pros have Strong Equities Focus in April According to New eVestment Screening Data
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E-mailATLANTA, May 8, 2017 /PRNewswire/ -- The majority of the most popular investment strategies and universes viewed in April by institutional investment professionals using eVestment were equity focused, both on a global basis and in key break-out geographic regions, according to eVestment's just-released Advantage Investment Viewership Report for April 2017. Eleven new products, all equity-focused, entered the global top 20 list in April.
The Advantage Investment Viewership Report, generated through the eVestment Advantage solution, is based on tracking daily eVestment user reviews of investment universes and products on eVestment. The report looks at Global, United States, United Kingdom, Europe ex-UK, Asia-Pacific and Canada profile viewership activity among the investors, consultants and other investment professionals who use eVestment.
A few other interesting points from the report include:
- eVestment users in the United Kingdom, Europe ex-UK and APAC had a strong interest in globally focused products in April, with the majority of top strategies viewed and biggest movers having global focus.
- eVestment users in the United States and Canada displayed some home-country bias in April, with just under half of the top viewed products by Canada-based and USA-based clients geographically focused on Canada and USA, respectively.
- Among U.S. eVestment users, there was quite a reshuffling of the top viewed products compared to March. Only two of March's top 20 made it to April's top 20. April's top 4 were all new products: ArrowMark Partners, ArrowMark Small Cap Growth; WCM Investment Management, Focused Growth International; Edgewood Management LLC, Large Cap Growth; and Silchester International Investors LLP, International Value Equity.
The lists of the top reviewed products and universes are below. To see lists of the top universes and products that saw the largest uptick in month over month reviews, please click here or use this link https://www.evestment.com/resources/top-platform-rankings/top-institutional-products-and-universes/.
Top Reviewed Products by Total Reviews (lists may exceed 20 in the event of ties):
|
Rank |
Global (All Users) |
Geographic Focus |
Asset Class |
|
1 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
2 |
ArrowMark Partners: ArrowMark Small Cap Growth |
United States |
Equity |
|
3 |
WCM Investment Management: Focused Growth International |
ACWI Ex-US |
Equity |
|
4 |
GQG Partners LLC: GQG Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
5 |
GQG Partners LLC: GQG Global Equity |
ACWI |
Equity |
|
5 |
Edgewood Management LLC: Large Cap Growth |
United States |
Equity |
|
7 |
Causeway Capital Management LLC: Causeway International Value Equity |
EAFE |
Equity |
|
8 |
Silchester International Investors LLP: International Value Equity |
EAFE |
Equity |
|
9 |
Artisan Partners Limited Partnership: Artisan Global Opportunities |
Global |
Equity |
|
10 |
Standard Life Investments Limited: Global Absolute Return Strategy (GARS) GTAA |
Global |
Balanced/Multi-Asset |
|
11 |
Polen Capital Management, LLC: Polen Focus Growth |
United States |
Equity |
|
12 |
Capital Group: American Funds EuroPacific Growth Fund |
ACWI Ex-US |
Equity |
|
13 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
|
14 |
Lazard Asset Management LLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
14 |
Dodge & Cox: Dodge & Cox U.S. Equity |
United States |
Equity |
|
16 |
Harding Loevner LP: International Equity |
ACWI Ex-US |
Equity |
|
17 |
Marathon Asset Management LLP: International Equity |
EAFE |
Equity |
|
18 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
|
19 |
Champlain Investment Partners, LLC: Champlain Small Cap Core |
United States |
Equity |
|
19 |
Artisan Partners Limited Partnership: Artisan Global Value |
Global |
Equity |
|
Rank |
Asia-Pacific Users |
Geographic Focus |
Asset Class |
|
1 |
Artisan Partners Limited Partnership: Artisan Global Value |
Global |
Equity |
|
2 |
Johnston Asset Management LLC: Global Equity |
Global |
Equity |
|
3 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
|
4 |
Veritas Asset Management LLP: Veritas Global Focus Fund |
Global |
Equity |
|
5 |
American Century Investments: Global Growth (MSCI World) |
Global |
Equity |
|
6 |
Platinum Asset Mgmt: Platinum International Fund |
Global |
Alternatives |
|
7 |
Wellington Management Company LLP: Global Quality Growth |
Global |
Equity |
|
8 |
Artisan Partners Limited Partnership: Artisan Global Opportunities |
Global |
Equity |
|
9 |
American Century Investments: Global Growth (MSCI ACWI) |
Global |
Equity |
|
10 |
Sands Capital Management, LLC: Global Growth |
Global |
Equity |
|
10 |
Gardner Lewis Asset Management, LP: Gardner Lewis Merger Arbitrage Fund, L.P. |
North America |
Hedge Funds |
|
12 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
|
13 |
Baillie Gifford & Co: Long Term Global Growth |
Global |
Equity |
|
13 |
Causeway Capital Management LLC: Causeway Global Value Equity |
Global |
Equity |
|
15 |
Standard Life Investments Limited: Global Absolute Return Strategy (GARS) GTAA |
Global |
Balanced/Multi-Asset |
|
15 |
GQG Partners LLC: GQG Global Equity |
ACWI |
Equity |
|
15 |
Acadian Asset Management LLC: Global Managed Volatility Equity |
Global |
Equity |
|
18 |
Victory Capital Management Inc.: Integrity Small-Cap Value |
United States |
Equity |
|
19 |
Wellington Management Company LLP: Global Research Equity |
Global |
Equity |
|
19 |
Rockefeller & Co., Inc.: Global Dividend Growth Equity |
Global |
Equity |
|
19 |
Polaris Capital Management LLC: Global Equity |
Global |
Equity |
|
19 |
MFS Investment Management: MFS Japan Concentrated Equity |
Japan |
Equity |
|
19 |
Ivy Investments; Waddell & Reed Financial Inc.: International Core Equity |
EAFE |
Equity |
|
19 |
Acadian Asset Management LLC: Non-U.S. Smid-Cap Equity |
ACWI Ex-US |
Equity |
|
19 |
Acadian Asset Management LLC: Global Alpha Plus Equity |
Global |
Equity |
|
19 |
Black Creek Investment Management Inc.: Black Creek Global Equity |
Global |
Equity |
|
Rank |
Canada Users |
Geographic Focus |
Asset Class |
|
1 |
Letko, Brosseau & Associates Inc.: Canadian Equity |
Canada |
Equity |
|
2 |
Fiera Properties Limited: Fiera Properties CORE Fund |
Canada |
Real Estate |
|
3 |
Jarislowsky, Fraser Limited: Jarislowsky Fraser Canadian Equity Fund |
Canada |
Equity |
|
4 |
Mawer Investment Management Ltd.: Global Equity |
Global |
Equity |
|
4 |
Franklin Resources, Inc.: Franklin Bissett Canadian Equity |
Canada |
Equity |
|
6 |
Fiera Capital Corporation: Fiera Capital Global Equity |
Global |
Equity |
|
7 |
TD Asset Management: TD Emerald Canadian Short Term Investment Fund |
Canada |
Fixed Income |
|
7 |
Fidelity Institutional Asset Management: Global Low Volatility Equity |
Global |
Equity |
|
9 |
QV Investors Inc.: QV Canadian Large Cap Equity |
Canada |
Equity |
|
9 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
|
9 |
Mawer Investment Management Ltd.: Balanced |
Global |
Balanced/Multi-Asset |
|
9 |
ACM Advisors Ltd.: ACM Commercial Mortgage Fund |
Canada |
Fixed Income |
|
13 |
RBC Global Asset Management: RBC Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
13 |
Canso Investment Counsel Ltd.: Corporate Value |
Canada |
Fixed Income |
|
15 |
Lincluden Investment Management Limited: Canadian Stable Income Equity |
Canada |
Equity |
|
15 |
Foyston, Gordon & Payne Inc.: FGP Canadian Equity Fund |
Canada |
Equity |
|
17 |
Maple-Brown Abbott Ltd: Maple-Brown Abbott Global Listed Infrastructure Strategy |
Global |
Equity |
|
17 |
CIBC Asset Management Inc.: CIBC Canadian Equity Small Cap |
Canada |
Equity |
|
19 |
Turtle Creek Asset Management Inc.: Turtle Creek Equity Fund |
Canada |
Equity |
|
19 |
Pier 21 Asset Management Inc. (Northcape): Pier 21 Global Emerging Markets Strategy (Northcape) |
Global Emg Mkts |
Equity |
|
19 |
Jackson Square Partners, LLC: Global Growth |
Global |
Equity |
|
19 |
Hexavest Inc.: Hexavest Global Equity |
Global |
Equity |
|
19 |
Generation Investment Management LLP: Global Equity |
Global |
Equity |
|
19 |
Comgest: Global Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
19 |
Artisan Partners Limited Partnership: Artisan Global Equity |
Global |
Equity |
|
Rank |
Europe ex-UK Clients |
Geographic Focus |
Asset Class |
|
1 |
Sanders Capital, LLC: Global Value |
Global |
Equity |
|
2 |
Van Eck Associates Corporation: Global Hard Assets Strategy |
Global |
Equity |
|
2 |
AllianceBernstein L.P.: AB Global Core Equity |
Global |
Equity |
|
4 |
Payden & Rygel: Emerging Markets Corporate Debt |
Global Emg Mkts |
Fixed Income |
|
4 |
Dimensional Fund Advisors LP: All Country All Cap Core Equity Strategy |
ACWI |
Equity |
|
6 |
SailingStone Capital Partners LLC: Global Natural Resources |
Global |
Equity |
|
6 |
Principal Global Equities: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
6 |
BlackRock: World Real Estate Securities |
Global |
Equity |
|
9 |
Goldman Sachs Asset Management: Global Equity Insights with Country Tilts |
Global |
Equity |
|
10 |
DSM Capital Partners LLC: DSM Global Growth Equity |
Global |
Equity |
|
10 |
Heitman Real Estate Securities: Heitman Global Focused Developed Strategy |
Global |
Equity |
|
10 |
Copper Rock Capital Partners, LLC.: Emerging Markets Small Cap |
Global Emg Mkts |
Equity |
|
10 |
Allianz Global Investors: AllianzGI Europe Equity Growth Select |
Pan-European |
Equity |
|
10 |
AllianceBernstein L.P.: AB Global Real Estate |
Global |
Equity |
|
15 |
Quest Partners LLC: AlphaQuest Original program (AQO) |
Global |
Hedge Funds |
|
15 |
Robeco Institutional Asset Management B.V.: Robeco Active Quant Emerging Markets Equities |
Global Emg Mkts |
Equity |
|
15 |
Strategic Income Management, LLC: SiM High Yield |
United States |
Fixed Income |
|
15 |
PanAgora Asset Management, Inc.: Dynamic Global Equity - Active |
Global |
Equity |
|
15 |
Loomis, Sayles & Company, L.P.: Global Credit |
Global |
Fixed Income |
|
15 |
LSV Asset Management: Global Value Equity |
Global |
Equity |
|
15 |
MFS Investment Management: MFS Global Value Equity |
Global |
Equity |
|
15 |
Dimensional Fund Advisors LP: Emerging Markets All Cap Value Strategy |
Global Emg Mkts |
Equity |
|
15 |
F&C (BMO Global Asset Management): Emerging Markets Debt Strategy |
Global Emg Mkts |
Fixed Income |
|
Rank |
UK Users |
Geographic Focus |
Asset Class |
|
1 |
Aberdeen Asset Management PLC: Global Equity |
Global |
Equity |
|
2 |
Standard Life Investments Limited: Global Absolute Return Strategy (GARS) GTAA |
Global |
Balanced/Multi-Asset |
|
3 |
Invesco, Ltd: Global Targeted Returns (Henley) |
Global |
Balanced/Multi-Asset |
|
4 |
Standard Life Investments Limited: Global Absolute Return Strategies (GARS) |
Global |
Alternatives |
|
5 |
Sustainable Growth Advisers, LP: Flagship Global Growth Equity |
Global |
Equity |
|
6 |
Schroder Investment Management: Diversified Growth / GTAA |
Global |
Balanced/Multi-Asset |
|
6 |
GQG Partners LLC: GQG Global Equity |
ACWI |
Equity |
|
8 |
Hosking Partners LLP: Global Equities |
Global |
Equity |
|
9 |
Veritas Asset Management LLP: Veritas Global Focus Fund |
Global |
Equity |
|
10 |
Global Evolution Fondsmæglerselskab A/S: Global Evolution EM Debt |
Global Emg Mkts |
Fixed Income |
|
10 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
12 |
Nordea Investment Management AB (Denmark branch): Stable Return - Diversified Growth Strategy |
Global |
Balanced/Multi-Asset |
|
13 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
|
13 |
Generation Investment Management LLP: Global Equity |
Global |
Equity |
|
13 |
BlackRock: Dynamic Diversified Growth |
Global |
Balanced/Multi-Asset |
|
16 |
Majedie Asset Management: UK Equity Fund |
United Kingdom |
Equity |
|
16 |
Magellan Asset Management: Magellan Global Equity Strategy |
Global |
Equity |
|
16 |
Legal & General Investment Management: Diversified (Index) |
Global |
Balanced/Multi-Asset |
|
16 |
Investec Asset Management: Diversified Growth |
Global |
Balanced/Multi-Asset |
|
16 |
Gardner Lewis Asset Management, LP: Gardner Lewis Merger Arbitrage Fund, L.P. |
North America |
Hedge Funds |
|
Rank |
United States Users |
Geographic Focus |
Asset Class |
|
1 |
ArrowMark Partners: ArrowMark Small Cap Growth |
United States |
Equity |
|
2 |
WCM Investment Management: Focused Growth International |
ACWI Ex-US |
Equity |
|
3 |
Edgewood Management LLC: Large Cap Growth |
United States |
Equity |
|
4 |
Silchester International Investors LLP: International Value Equity |
EAFE |
Equity |
|
5 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
6 |
GQG Partners LLC: GQG Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
7 |
Polen Capital Management, LLC: Polen Focus Growth |
United States |
Equity |
|
7 |
Dodge & Cox: Dodge & Cox U.S. Equity |
United States |
Equity |
|
7 |
Causeway Capital Management LLC: Causeway International Value Equity |
EAFE |
Equity |
|
7 |
Capital Group: American Funds EuroPacific Growth Fund |
ACWI Ex-US |
Equity |
|
7 |
ClearBridge Investments, LLC: ClearBridge Large Cap Growth |
United States |
Equity |
|
12 |
Harding Loevner LP: International Equity |
ACWI Ex-US |
Equity |
|
13 |
Sands Capital Management, LLC: Select Growth |
United States |
Equity |
|
14 |
Champlain Investment Partners, LLC: Champlain Small Cap Core |
United States |
Equity |
|
15 |
Lombardia Capital Partners, LLC: International Equity Value |
ACWI Ex-US |
Equity |
|
16 |
Lazard Asset Management LLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
|
17 |
TCW: TCW Core Plus Fixed Income |
United States |
Fixed Income |
|
18 |
Elk Creek Partners LLC: Elk Creek Partners Small Cap Growth |
United States |
Equity |
|
19 |
Dodge & Cox: Dodge & Cox International Equity |
ACWI Ex-US |
Equity |
|
20 |
Marathon Asset Management LLP: International Equity |
EAFE |
Equity |
Top Universes by Average Reviews Per Product (lists may exceed 20 in the event of ties):
|
Rank |
Global (All Users) |
|
1 |
ACWI ex-US All Cap Growth Equity |
|
2 |
ACWI ex-US Small Cap Value Equity |
|
3 |
EAFE All Cap Value Equity |
|
4 |
ACWI ex-US Large Cap Value Equity |
|
5 |
Emerging Mkts All Cap Growth Equity |
|
6 |
EAFE Small Cap Value Equity |
|
7 |
Global All Cap Growth Equity |
|
8 |
EAFE Small Cap Core Equity |
|
9 |
EAFE Large Cap Value Equity |
|
10 |
EAFE All Cap Growth Equity |
|
11 |
Emerging Mkts All Cap Core Equity |
|
12 |
Emerging Mkts All Cap Value Equity |
|
13 |
Global All Cap Value Equity |
|
14 |
ACWI ex-US All Cap Value Equity |
|
15 |
US Small Cap Growth Equity |
|
16 |
US Small Cap Value Equity |
|
17 |
US Small Cap Core Equity |
|
18 |
Emerging Mkts Large Cap Value Equity |
|
19 |
Emerging Mkts Large Cap Growth Equity |
|
20 |
Canadian Mid Cap Equity |
|
Rank |
Asia-Pacific Users |
|
1 |
EAFE Extended Equity |
|
2 |
Global All Cap Value Equity |
|
3 |
Global All Cap Growth Equity |
|
4 |
Global Extended Equity |
|
5 |
ACWI ex-US Large Cap Core Equity |
|
6 |
EAFE Small Cap Core Equity |
|
7 |
ACWI ex-US All Cap Value Equity |
|
8 |
Global Large Cap Growth Equity |
|
9 |
EAFE All Cap Value Equity |
|
10 |
Global Small Cap Equity |
|
11 |
ACWI ex-US Small Cap Value Equity |
|
12 |
EAFE Small Cap Growth Equity |
|
13 |
SMA/Wrap - Non-US Diversified Equity |
|
14 |
ACWI ex-US All Cap Growth Equity |
|
15 |
EAFE All Cap Growth Equity |
|
16 |
EAFE Small Cap Value Equity |
|
17 |
Global All Cap Core Equity |
|
18 |
Japan All Cap Value Equity |
|
19 |
Global Large Cap Value Equity |
|
20 |
EAFE All Cap Core Equity |
|
Rank |
Canada Users |
|
1 |
Canadian Mid Cap Equity |
|
2 |
Canadian Private Real Estate |
|
3 |
Canadian Mortgage Fixed Income |
|
4 |
Canadian All Cap Value Equity |
|
5 |
Emerging Mkts Large Cap Growth Equity |
|
6 |
Canadian Large Cap Growth Equity |
|
7 |
Canadian All Cap Core Equity |
|
8 |
Asia ex-Japan All Cap Growth Equity |
|
9 |
Canadian Cash Management Fixed Income |
|
10 |
Asia ex-Japan Large Cap Equity |
|
11 |
Global All Cap Growth Equity |
|
12 |
Canadian Small Cap Equity |
|
13 |
Global All Cap Core Equity |
|
14 |
Canadian Large Cap Value Equity |
|
15 |
Global Balanced - Unhedged |
|
16 |
Canadian Corporate Fixed Income |
|
17 |
EAFE Small Cap Value Equity |
|
18 |
Canadian Large Cap Core Equity |
|
19 |
Canadian Small-Mid Cap Equity |
|
20 |
Canadian Passive Fixed Income |
|
Rank |
Europe ex-UK Users |
|
1 |
Pan-Europe Large Cap Growth Equity |
|
2 |
Global REIT |
|
3 |
Canadian All Cap Core Equity |
|
3 |
Japan REIT |
|
5 |
Australian Equity Shares - REIT |
|
6 |
Emerging Mkts Small Cap Equity |
|
7 |
Emerging Mkts Fixed Income - Blended Currency |
|
7 |
Emerging Mkts Fixed Income - Corporate Debt |
|
9 |
Pan-Europe All Cap Core Equity |
|
10 |
Global All Cap Core Equity |
|
11 |
Global Large Cap Value Equity |
|
12 |
US Municipal Fixed Income |
|
12 |
US All Cap Core Equity |
|
12 |
EAFE Small Cap Core Equity |
|
12 |
Frontier Mkts Equity |
|
12 |
Global Convertibles |
|
17 |
Global Sector Focus Equity |
|
18 |
Pan-Europe All Cap Value Equity |
|
19 |
Asia Pacific REIT |
|
20 |
Emerging Mkts Fixed Income - Hard Currency |
|
Rank |
UK Users |
|
1 |
UK Large Cap Core Equity |
|
2 |
Emerging Mkts Large Cap Value Equity |
|
3 |
Global All Cap Growth Equity |
|
4 |
Global Large Cap Growth Equity |
|
5 |
Diversified Growth Funds |
|
6 |
Global Tactical Asset Allocation - Hedged |
|
7 |
India Equity |
|
8 |
Pan-Europe Large Cap Value Equity |
|
9 |
Global All Cap Core Equity |
|
10 |
Pac-Basin ex-Japan All Cap Core Equity |
|
10 |
ACWI ex-US Large Cap Value Equity |
|
10 |
Event Driven - Merger/Risk Arbitrage |
|
13 |
US Small Cap Growth Equity |
|
14 |
Absolute Return |
|
15 |
Emerging Mkts All Cap Core Equity |
|
16 |
Europe ex-UK All Cap Core Equity |
|
17 |
Global Large Cap Core Equity |
|
18 |
Asia ex-Japan Large Cap Equity |
|
19 |
Emerging Mkts Fixed Income - Hard Currency |
|
20 |
US Municipal Fixed Income |
|
20 |
Global Large Cap Value Equity |
|
Rank |
United States Users |
|
1 |
ACWI ex-US All Cap Growth Equity |
|
2 |
ACWI ex-US Small Cap Value Equity |
|
3 |
EAFE All Cap Value Equity |
|
4 |
ACWI ex-US Large Cap Value Equity |
|
5 |
Emerging Mkts All Cap Growth Equity |
|
6 |
EAFE Small Cap Value Equity |
|
7 |
EAFE Large Cap Value Equity |
|
8 |
EAFE Small Cap Core Equity |
|
9 |
EAFE All Cap Growth Equity |
|
10 |
US Small Cap Value Equity |
|
11 |
US Small Cap Growth Equity |
|
12 |
Emerging Mkts All Cap Value Equity |
|
13 |
US Small Cap Core Equity |
|
14 |
Emerging Mkts All Cap Core Equity |
|
15 |
ACWI ex-US All Cap Value Equity |
|
16 |
Emerging Mkts Large Cap Value Equity |
|
17 |
Global All Cap Growth Equity |
|
18 |
Liquid Real Assets |
|
19 |
Emerging Mkts Large Cap Growth Equity |
|
20 |
US Large Cap Growth Equity |
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eVestment provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide. eVestment's mission is to help make smart money smarter.
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/institutional-investment-pros-have-strong-equities-focus-in-april-according-to-new-evestment-screening-data-300453309.html
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