Equity Strategies Snag All Top 20 Spots on eVestment Global Screening List; UK Users Globally Focused
ATLANTA, June 7, 2017 /PRNewswire/ -- All 20 of the most popular investment products viewed in May by institutional investment professionals using eVestment were equity focused in May 2017, according to eVestment's just-released Advantage Investment Viewership Report.
And while users in most of the regions covered in the report looked at a variety of products from a geographic standpoint, UK users had their eyes on the wider world: 19 of the top 20 products viewed by UK users in May had a global focus.
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. The report looks at the most popular products and universes overall for the past month and the universes and products that saw the most month-over-month growth in views on the site.
A few other interesting points from the report include:
- Half of the new entrants into the overall top 20 list of products viewed were US-focused equity. Each product represented a unique universe, from US Small Cap Core to US All Cap Core to all three US Large Cap (Core, Growth, and Value) strategies.
- Fixed income products where of particular interest to Europe ex-UK-based users in May. The asset class comprised nearly half of the top viewed product list and represented just over two-thirds of the top products by month-over-month change in proportion of total views. Strategic Income Management, LLC: SiM High Yield was the top viewed fixed income product for Europe ex-UK-based clients, while AXA Investment Managers: AXA WF Global Credit Bonds experienced the largest month-over-month change in the proportion of views.
- Overseas China Equity made its way into the top rankings of universes by average reviews per product among both Asia-Pacific-based (APAC) and UK-based clients. The 6-month rolling average of APAC-client views of this universe has been ticking upward since the end of Mar-2017.
- Canadian universes were among the largest recipients of new viewership among eVestment users based on month-over-month absolute changes in average views per product. Six of the new top universes by month-over-month change in average views per product were Canada-focused: in order, Canadian Large Cap Value Equity, Canadian Income Trusts, Canadian All Cap Core Equity, Canadian Mortgage Fixed Income, Canadian All Cap Value Equity, and Canadian Large Cap Core 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 |
Asset Class |
| 1 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 2 |
Dodge & Cox: Dodge & Cox U.S. Equity |
United States |
Equity |
| 3 |
Hexavest Inc.: Hexavest Global Equity |
Global |
Equity |
| 4 |
WCM Investment Management: Focused Growth International |
ACWI Ex-US |
Equity |
| 5 |
GQG Partners LLC: GQG Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 6 |
Sands Capital Management, LLC: Select Growth |
United States |
Equity |
| 7 |
Aristotle Capital Management, LLC: Value Equity |
United States |
Equity |
| 8 |
Silchester International Investors LLP: International Value Equity |
EAFE |
Equity |
| 8 |
Acadian Asset Management LLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 10 |
Marathon Asset Management LLP: International Equity |
EAFE |
Equity |
| 11 |
Lazard Asset Management LLC: US Equity Concentrated |
United States |
Equity |
| 12 |
Longview Partners (Guernsey) Limited: Longview Partners - Equity Total Return (Unhedged) |
Global |
Equity |
| 12 |
Polen Capital Management, LLC: Polen Focus Growth |
United States |
Equity |
| 12 |
Capital Group: American Funds EuroPacific Growth Fund |
ACWI Ex-US |
Equity |
| 15 |
Fiera Capital Corporation: Fiera Capital Global Equity |
Global |
Equity |
| 16 |
Aristotle Capital Boston, LLC: Small Cap Equity |
United States |
Equity |
| 17 |
Parnassus Investments: Parnassus Core Equity |
United States |
Equity |
| 18 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
| 19 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
| 19 |
Dodge & Cox: Dodge & Cox International Equity |
ACWI Ex-US |
Equity |
| Rank |
Asia-Pacific Users |
Geographic |
Asset Class |
| 1 |
Sanders Capital, LLC: Global Value |
Global |
Equity |
| 2 |
Allan Gray Australia Pty Limited: Allan Gray Australia Equity Fund |
Australia |
Equity |
| 3 |
Polaris Capital Management LLC: Global Equity |
Global |
Equity |
| 3 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
| 5 |
Davis Selected Advisers, L.P. (d.b.a.: Davis Financial Equity |
United States |
Equity |
| 6 |
Veritas Asset Management LLP: Veritas Global Focus Fund |
Global |
Equity |
| 7 |
Sustainable Growth Advisers, LP: Flagship Global Growth Equity |
Global |
Equity |
| 8 |
Invesco, Ltd: Global Targeted Returns (Henley) |
Global |
Balanced/Multi-Asset |
| 9 |
Marathon Asset Management LLP: Japan Equity |
Japan |
Equity |
| 9 |
Black Creek Investment Management Inc.: Black Creek Global Equity |
Global |
Equity |
| 11 |
OAK HILL ADVISORS: OHA Diversified Credit Strategies Fund |
Global |
Fixed Income |
| 11 |
Lansdowne Partners (UK) LLP: Lansdowne Developed Markets Long Only Strategy |
Global |
Equity |
| 13 |
Wellington Management Company LLP: Global Quality Growth |
Global |
Equity |
| 13 |
Fulcrum Asset Management: Fulcrum Diversified Absolute Return Strategy (DAR) |
Global |
Balanced/Multi-Asset |
| 13 |
Invesco, Ltd: Japanese Equity Advantage (Tokyo) |
Japan |
Equity |
| 13 |
Fidelity Canada Institutional: FCAM Canadian Focused Equity |
Canada |
Equity |
| 13 |
Brigade Capital Management, LP: Brigade Opportunistic Credit |
United States |
Fixed Income |
| 18 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
| 18 |
American Century Investments: Non-U.S. Intrinsic Value |
ACWI Ex-US |
Equity |
| 20 |
Spectrum Asset Management Inc.: Spectrum Preferred Securities Composite |
Global |
Fixed Income |
| 20 |
Thornburg Investment Management, Inc.: Thornburg Global Opportunities Strategy |
Global |
Equity |
| 20 |
Dalton, Greiner, Hartman, Maher and Co., LLC: DGHM AllCap Value |
United States |
Equity |
| 20 |
Henderson Global Investors: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 20 |
Aberdeen Asset Management PLC: Global Equity |
Global |
Equity |
| 20 |
Adam Smith Asset Management Pty Limited: Adam Smith Small Companies |
Australia |
Equity |
| 20 |
Artisan Partners Limited Partnership: Artisan Global Value |
Global |
Equity |
| Rank |
Canada Users |
Geographic |
Asset Class |
| 1 |
Letko, Brosseau & Associates Inc.: Canadian Equity |
Canada |
Equity |
| 2 |
Jarislowsky, Fraser Limited: Jarislowsky Fraser Canadian Equity Fund |
Canada |
Equity |
| 3 |
Mawer Investment Management Ltd.: Canadian mid-large cap equity |
Canada |
Equity |
| 4 |
Foyston, Gordon & Payne Inc.: FGP Canadian Equity Fund |
Canada |
Equity |
| 5 |
Mawer Investment Management Ltd.: Global Equity |
Global |
Equity |
| 5 |
Beutel, Goodman & Company Ltd.: Beutel Goodman Canadian Equity Fund |
Canada |
Equity |
| 7 |
Burgundy Asset Management Ltd.: Burgundy Global Equity Fund |
Global |
Equity |
| 8 |
Global Alpha Capital Management Ltd.: Global Alpha Global Small Cap |
Global |
Equity |
| 9 |
Fiera Capital Corporation: Fiera Capital Global Equity |
Global |
Equity |
| 10 |
Triasima: Triasima Canadian All Capitalization Equity |
Canada |
Equity |
| 10 |
QV Investors Inc.: QV Canadian Large Cap Equity |
Canada |
Equity |
| 10 |
Mawer Investment Management Ltd.: International Equity |
ACWI Ex-US |
Equity |
| 13 |
Orbis Investments: Orbis Global Equity |
Global |
Equity |
| 14 |
Phillips, Hager & North Investment Management: PH&N Bond Fund |
Canada |
Fixed Income |
| 15 |
Greystone Managed Investments Inc.: Greystone International Equity Fund |
EAFE |
Equity |
| 16 |
Global Alpha Capital Management Ltd.: Global Alpha International Small Cap |
EAFE |
Equity |
| 17 |
CGOV Asset Management: Global Balanced |
Global |
Balanced/Multi-Asset |
| 18 |
Walter Scott & Partners Limited: Global Strategy |
Global |
Equity |
| 18 |
Galibier Capital Management Ltd.: Galibier Canadian Equity Pool |
Canada |
Equity |
| 18 |
Franklin Resources, Inc.: Franklin Bissett Canadian Equity |
Canada |
Equity |
| Rank |
Europe ex-UK Users |
Geographic |
Asset Class |
| 1 |
Principal Global Equities: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 2 |
Strategic Income Management, LLC: SiM High Yield |
United States |
Fixed Income |
| 3 |
Wells Capital Management Incorporated: Special U.S. Mid Cap Value Equity |
United States |
Equity |
| 4 |
Shenkman Capital Management, Inc.: Shenkman Capital Global High Yield |
Global |
Fixed Income |
| 4 |
AXA Investment Managers: AXA WF Global Credit Bonds |
Global |
Fixed Income |
| 6 |
Morgan Stanley Investment Management: Global Credit |
Global |
Fixed Income |
| 6 |
Flossbach von Storch AG: Flossbach von Storch - Global Emerging Markets Equities |
Global Emg Mkts |
Equity |
| 6 |
Angel Oak Capital Advisors, LLC: Angel Oak Multi-Strategy Income |
United States |
Fixed Income |
| 6 |
ALVA Capital LLP: ALVA Disruptive Credit Opportunities Fund |
Global |
Hedge Funds |
| 10 |
Oaktree Capital Management, L.P.: Oaktree European Senior Loans |
Pan-European |
Fixed Income |
| 10 |
Numeric Investors LLC: Emerging Markets Core |
Global Emg Mkts |
Equity |
| 12 |
Wellington Management Company LLP: Global Opportunities |
Global |
Equity |
| 12 |
Sanders Capital, LLC: US Value |
United States |
Equity |
| 12 |
La Banque Postale Asset Management: LBPAM Obli Credit |
Global |
Fixed Income |
| 12 |
Kames Capital plc: Kames Investment Grade Global Bond |
Global |
Fixed Income |
| 12 |
Legal & General Investment Management: Global Corporate Fixed Income (Active) |
Global |
Fixed Income |
| 12 |
LSV Asset Management: Global Value Equity |
Global |
Equity |
| 12 |
BNP Paribas Investment Partners: Europe High Conviction Large Cap Equity |
Pan-European |
Equity |
| 12 |
BNP Paribas Investment Partners: Global Emerging Equities |
Global Emg Mkts |
Equity |
| 12 |
Amundi: Global Corporate Bonds |
Global |
Fixed Income |
| 12 |
Aristotle Capital Boston, LLC: Small-Mid Cap Equity |
United States |
Equity |
| Rank |
UK Users |
Geographic |
Asset Class |
| 1 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 2 |
Standard Life Investments Limited: Global Absolute Return Strategy (GARS) GTAA |
Global |
Balanced/Multi-Asset |
| 3 |
Standard Life Investments Limited: Global Absolute Return Strategies (GARS) |
Global |
Alternatives |
| 3 |
Invesco, Ltd: Global Targeted Returns (Henley) |
Global |
Balanced/Multi-Asset |
| 5 |
Longview Partners (Guernsey) Limited: Longview Partners - Equity Total Return (Unhedged) |
Global |
Equity |
| 5 |
Baillie Gifford & Co: Global Alpha |
Global |
Equity |
| 7 |
Fulcrum Asset Management: Fulcrum Diversified Absolute Return Strategy (DAR) |
Global |
Balanced/Multi-Asset |
| 7 |
Brigade Capital Management, LP: Brigade Opportunistic Credit |
United States |
Fixed Income |
| 9 |
Veritas Asset Management LLP: Veritas Global Focus Fund |
Global |
Equity |
| 9 |
Ashmore Group plc: Ashmore EM Multi-Asset Strategy |
Global Emg Mkts |
Balanced/Multi-Asset |
| 11 |
MFS Investment Management: MFS Global Equity |
Global |
Equity |
| 11 |
Baillie Gifford & Co: Long Term Global Growth |
Global |
Equity |
| 13 |
Investec Asset Management: Diversified Growth |
Global |
Balanced/Multi-Asset |
| 14 |
Sustainable Growth Advisers, LP: Flagship Global Growth Equity |
Global |
Equity |
| 14 |
Lindsell Train Ltd: Global Equity |
Global |
Equity |
| 14 |
Aberdeen Asset Management PLC: Global Equity |
Global |
Equity |
| 17 |
Schroder Investment Management: Diversified Growth / GTAA |
Global |
Balanced/Multi-Asset |
| 18 |
Nordea Investment Management AB (Denmark branch): Stable Return - Diversified Growth Strategy |
Global |
Balanced/Multi-Asset |
| 19 |
Schroder Investment Management: Global Emerging Markets Core Equity |
Global Emg Mkts |
Equity |
| 19 |
Standard Life Investments Limited: Global Equity Unconstrained |
Global |
Equity |
| Rank |
United States Users |
Geographic |
Asset Class |
| 1 |
Aberdeen Asset Management PLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 2 |
Dodge & Cox: Dodge & Cox U.S. Equity |
United States |
Equity |
| 3 |
WCM Investment Management: Focused Growth International |
ACWI Ex-US |
Equity |
| 4 |
Sands Capital Management, LLC: Select Growth |
United States |
Equity |
| 5 |
Hexavest Inc.: Hexavest Global Equity |
Global |
Equity |
| 5 |
Aristotle Capital Management, LLC: Value Equity |
United States |
Equity |
| 7 |
GQG Partners LLC: GQG Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 8 |
Capital Group: American Funds EuroPacific Growth Fund |
ACWI Ex-US |
Equity |
| 9 |
Silchester International Investors LLP: International Value Equity |
EAFE |
Equity |
| 10 |
Polen Capital Management, LLC: Polen Focus Growth |
United States |
Equity |
| 11 |
Aristotle Capital Boston, LLC: Small Cap Equity |
United States |
Equity |
| 12 |
Parnassus Investments: Parnassus Core Equity |
United States |
Equity |
| 13 |
SouthernSun Asset Management: SouthernSun Small Cap |
United States |
Equity |
| 14 |
Acadian Asset Management LLC: Emerging Markets Equity |
Global Emg Mkts |
Equity |
| 15 |
Lazard Asset Management LLC: US Equity Concentrated |
United States |
Equity |
| 15 |
Causeway Capital Management LLC: Causeway International Value Equity |
EAFE |
Equity |
| 17 |
TCW: TCW Core Plus Fixed Income |
United States |
Fixed Income |
| 17 |
Jennison Associates LLC: Large Cap Growth Equity |
United States |
Equity |
| 17 |
ArrowMark Partners: ArrowMark Small Cap Growth |
United States |
Equity |
| 20 |
Loomis, Sayles & Company, L.P.: Large Cap Growth |
United States |
Equity |
Top Reviewed Universes by Total Reviews (lists may exceed 20 in the event of ties):
| Rank |
Global (All Users) |
| 1 |
ACWI ex-US All Cap Growth Equity |
| 2 |
Emerging Mkts All Cap Growth Equity |
| 3 |
EAFE All Cap Value Equity |
| 4 |
Liquid Real Assets |
| 5 |
EAFE All Cap Growth Equity |
| 6 |
Emerging Mkts All Cap Value Equity |
| 7 |
EAFE Small Cap Value Equity |
| 8 |
Emerging Mkts All Cap Core Equity |
| 9 |
ACWI ex-US Large Cap Value Equity |
| 10 |
Emerging Mkts Large Cap Value Equity |
| 11 |
EAFE Small Cap Core Equity |
| 12 |
Global All Cap Growth Equity |
| 13 |
US Small Cap Growth Equity |
| 14 |
ACWI ex-US All Cap Value Equity |
| 15 |
EAFE All Cap Core Equity |
| 16 |
EAFE Large Cap Value Equity |
| 17 |
US Small Cap Value Equity |
| 18 |
Global All Cap Value Equity |
| 19 |
ACWI ex-US Small Cap Growth Equity |
| 20 |
Canadian Mortgage Fixed Income |
| Rank |
Asia-Pacific Users |
| 1 |
US Sector Focus Equity |
| 2 |
EAFE All Cap Growth Equity |
| 3 |
Canadian Large Cap Core Equity |
| 4 |
ACWI ex-US Large Cap Core Equity |
| 5 |
Overseas China Equity |
| 5 |
Canadian Large Cap Value Equity |
| 7 |
UK Aggregate Fixed Income |
| 8 |
Global All Cap Growth Equity |
| 9 |
Global Large Cap Value Equity |
| 10 |
Global Credit Fixed Income |
| 11 |
ACWI ex-US Large Cap Growth Equity |
| 11 |
Canadian All Cap Core Equity |
| 13 |
Global All Cap Value Equity |
| 14 |
EAFE All Cap Core Equity |
| 15 |
Emerging Mkts All Cap Core Equity |
| 16 |
Australian Equity Shares - Long Only |
| 17 |
Global Large Cap Core Equity |
| 18 |
Japan All Cap Value Equity |
| 18 |
US Tactical Asset Allocation |
| 20 |
EAFE Small Cap Core Equity |
| Rank |
Canada Users |
| 1 |
Canadian All Cap Value Equity |
| 2 |
Canadian All Cap Core Equity |
| 3 |
Canadian Income Trusts |
| 4 |
Canadian Large Cap Value Equity |
| 5 |
Canadian Mortgage Fixed Income |
| 6 |
Global Balanced - Unhedged |
| 7 |
EAFE All Cap Growth Equity |
| 8 |
Canadian Large Cap Core Equity |
| 9 |
Canadian Core Plus Fixed Income |
| 10 |
Canadian Large Cap Growth Equity |
| 11 |
EAFE Large Cap Growth Equity |
| 12 |
ACWI ex-US All Cap Core Equity |
| 13 |
Global All Cap Core Equity |
| 14 |
Canadian All Cap Growth Equity |
| 15 |
Canadian Small Cap Equity |
| 16 |
Global Large Cap Core Equity |
| 17 |
Pacific Basin All Cap Equity |
| 18 |
Global All Cap Value Equity |
| 19 |
Global All Cap Growth Equity |
| 20 |
Canadian Cash Management Fixed Income |
| Rank |
Europe ex-UK Users |
| 1 |
US Unconstrained Fixed Income |
| 1 |
Euro Fixed Income - Convertibles |
| 3 |
US Mid Cap Value Equity |
| 3 |
EAFE Large Cap Core Equity |
| 5 |
Euro Fixed Income - Secured Loans |
| 6 |
Global Credit Fixed Income |
| 7 |
Fundamental - Long/Short Credit |
| 8 |
Emerging Mkts Large Cap Value Equity |
| 9 |
Emerging Mkts Large Cap Growth Equity |
| 10 |
Pacific Basin Large Cap Equity |
| 11 |
Relative Value - Equity Relative Value |
| 12 |
Emerging Mkts All Cap Core Equity |
| 13 |
US High Yield Fixed Income |
| 14 |
Pan-Europe All Cap Core Equity |
| 15 |
Emerging Mkts Fixed Income - Blended Currency |
| 16 |
Global Large Cap Value Equity |
| 17 |
Frontier Mkts Equity |
| 17 |
Multi-Strategy Credit |
| 17 |
Relative Value - Credit Relative Value |
| 17 |
Global Large Cap Growth Equity |
| Rank |
UK Users |
| 1 |
UK Large Cap Core Equity |
| 2 |
Diversified Growth Funds |
| 3 |
Global All Cap Growth Equity |
| 4 |
Europe ex-UK Large Cap Growth Equity |
| 5 |
Emerging Mkts All Cap Core Equity |
| 6 |
Global Large Cap Core Equity |
| 7 |
Global All Cap Value Equity |
| 8 |
Global Tactical Asset Allocation - Hedged |
| 9 |
Asia ex-Japan All Cap Core Equity |
| 10 |
Global All Cap Core Equity |
| 11 |
Global Large Cap Growth Equity |
| 12 |
Pac-Basin ex-Japan All Cap Core Equity |
| 13 |
Global Unconstrained Fixed Income |
| 14 |
Japan Large Cap Value Equity |
| 15 |
Global Tactical Asset Allocation - Unhedged |
| 16 |
ACWI ex-US All Cap Growth Equity |
| 17 |
Pan-Europe Large Cap Value Equity |
| 18 |
Euro Fixed Income - Secured Loans |
| 18 |
Overseas China Equity |
| 20 |
EAFE All Cap Value Equity |
| Rank |
United States Users |
| 1 |
ACWI ex-US All Cap Growth Equity |
| 2 |
Emerging Mkts All Cap Growth Equity |
| 3 |
Liquid Real Assets |
| 4 |
EAFE All Cap Value Equity |
| 5 |
EAFE Small Cap Value Equity |
| 6 |
Emerging Mkts All Cap Value Equity |
| 7 |
EAFE Small Cap Core Equity |
| 8 |
US Small Cap Growth Equity |
| 9 |
EAFE All Cap Growth Equity |
| 10 |
ACWI ex-US Large Cap Value Equity |
| 11 |
Emerging Mkts All Cap Core Equity |
| 12 |
US Small Cap Value Equity |
| 13 |
ACWI ex-US Small Cap Growth Equity |
| 14 |
ACWI ex-US All Cap Value Equity |
| 15 |
US Small Cap Core Equity |
| 16 |
ACWI ex-US Small Cap Value Equity |
| 17 |
EAFE All Cap Core Equity |
| 18 |
Emerging Mkts Large Cap Value Equity |
| 19 |
US Large Cap Growth Equity |
| 20 |
EAFE Large Cap Value Equity |
To learn more about eVestment Advantage or to request a demonstration, please click here or use this link https://www.evestment.com/products/advantage/.
About eVestment
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.
SOURCE eVestment
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article