Investors, Consultants Using eVestment Have Big Interest in Equities in November
ATLANTA, Dec. 15, 2017 /PRNewswire/ -- Investors and consultants using eVestment in November had a strong interest in equity strategies, with 18 of the top 20 most-viewed strategies among all eVestment users during the month being equity focused, according to the just-released November 2017 eVestment Advantage Viewership Report. Viewership changes can occur for both positive and negative reasons – see more about the report below.
Equity strategies dominated the top viewed lists in most of the geographic regions eVestment tracks in this report as well, except for the United Kingdom, where balanced/multi-asset strategies made a strong showing, with a few fixed income strategies also in the top 20.
A few other interesting points from the November screening report include:
- BlackRock saw the most strategies in the top 20 list of month-over-month increases in views globally with three strategies (Strategic Income Opportunities, Emerging Markets Opportunities and Fixed Income Global Opportunities) making the top 20 list.
- The top product by month-over-month change in the proportion of total reviews was a Japan-focused strategy (Marathon Asset Management LLP: Japan Equity).
- EAFE-focused strategies moved to 1st place in November in terms of total products – seven of 20 – in the top most viewed list across all institutional investor and consultant clients.
- By asset class breakdown, Canadian clients were the most concentrated, with equity strategies accounting for all but one product in their top list.
- For U.S.-based investors and consultants, there were explicitly more ex-U.S. universes than U.S.-focused universes within the top 20 universe list by average reviews per product – five ACWI ex-U.S. subset universes versus only three U.S.-focused.
The Advantage investment viewership data is generated through the eVestment Advantage solution and 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-U.K., Asia-Pacific, Canada and Africa-Middle East profile viewership activity among the institutional investors and consultants who use eVestment. The report looks at the most viewed 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. Changes in viewership can be driven by changing investor demand; positive or negative company news or marketing initiatives; global or local economic or political events; or other factors.
Top Reviewed Products Globally by Total Reviews*
| Rank |
Global (All Institutional Investors & |
Primary Universe |
Geographic |
Asset Class |
| 1 |
GQG Partners LLC: GQG Emerging |
Global Emerging Mkts |
Global Emg |
Equity |
| 2 |
Dodge & Cox: Dodge & Cox U.S. Equity |
US Large Cap Value |
United |
Equity |
| 3 |
Causeway Capital Management LLC: |
EAFE Large Cap Value |
EAFE |
Equity |
| 4 |
Kabouter Management LLC: International |
EAFE Small Cap Core |
EAFE |
Equity |
| 5 |
Eagle Capital Management, LLC: Eagle Equity |
US Large Cap Value |
United |
Equity |
| 5 |
BlackRock: Strategic Income |
Global Unconstrained |
Global |
Fixed |
| 7 |
Dodge & Cox: Dodge & Cox Core Fixed Income |
US Core Fixed Income |
United |
Fixed |
| 7 |
Aberdeen Asset Management (Aberdeen |
Global Emerging Mkts |
Global Emg |
Equity |
| 9 |
GQG Partners LLC: GQG Global Equity |
Global All Cap Growth |
ACWI |
Equity |
| 10 |
Marathon Asset Management LLP: EAFE |
EAFE All Cap Core |
EAFE |
Equity |
| 10 |
Dodge & Cox: Dodge & Cox International |
ACWI ex-US Large Cap |
ACWI Ex- |
Equity |
| 10 |
Fiera Capital Corporation: Fiera Capital |
Global Large Cap Core |
Global |
Equity |
| 13 |
Mondrian Investment Partners Limited: |
EAFE Large Cap Value |
EAFE |
Equity |
| 14 |
Montag & Caldwell, LLC: Large Cap |
US Large Cap Growth |
United |
Equity |
| 14 |
Harris Associates L.P.: International |
EAFE Large Cap Value |
EAFE |
Equity |
| 14 |
Capital Group: American Funds |
ACWI ex-US All Cap |
ACWI Ex- |
Equity |
| 17 |
WCM Investment Management: Focused |
ACWI ex-US All Cap |
ACWI Ex- |
Equity |
| 18 |
Marathon Asset Management LLP: ACWI |
ACWI ex-US All Cap |
ACWI Ex- |
Equity |
| 19 |
Silchester International Investors LLP: |
EAFE All Cap Value |
EAFE |
Equity |
| 19 |
MFS Investment Management: MFS |
EAFE Large Cap Core |
EAFE |
Equity |
Top Products by Month-over-Month Change Globally in Proportion of Total Reviews by Client Location (Absolute Change)*
| Rank |
Global (All Institutional Investors & |
Primary Universe |
Geographic |
Asset |
| 1 |
Marathon Asset Management LLP: Japan |
Japan All Cap Core |
Japan |
Equity |
| 2 |
BlackRock: Strategic Income Opportunities |
Global Unconstrained |
Global |
Fixed |
| 3 |
BlackRock: Emerging Markets Opportunities |
Global Emerging Mkts |
Global Emg |
Equity |
| 4 |
Western Asset Management Company: |
US Core Fixed Income |
United |
Fixed |
| 5 |
Morgan Stanley Investment Management: |
Global Large Cap Core |
Global |
Equity |
| 6 |
Montag & Caldwell, LLC: Large Cap Growth |
US Large Cap Growth |
United |
Equity |
| 7 |
Huber Capital Management, LLC: Select |
US Small-Mid Cap |
United |
Equity |
| 8 |
Baillie Gifford & Co: Global Alpha |
Global All Cap Growth |
Global |
Equity |
| 9 |
Burgundy Asset Management Ltd.: Burgundy |
Canadian Large Cap |
Canada |
Equity |
| 10 |
AJO: AJO Large Cap - Absolute Value |
US Large Cap Value |
United |
Equity |
| 11 |
Disciplined Growth Investors, Inc.: Mid Cap |
US Mid Cap Growth |
United |
Equity |
| 12 |
Kingwest & Company: Kingwest Segregated |
Canadian All Cap |
Canada |
Equity |
| 13 |
Lyrical Asset Management, L.P.: Lyrical U.S. |
US Large Cap Value |
United |
Equity |
| 14 |
Numeric Investors LLC: International |
EAFE Small Cap Core |
EAFE |
Equity |
| 15 |
BlackRock: Fixed Income Global |
Global Unconstrained |
Global |
Fixed |
| 16 |
Mondrian Investment Partners Limited: |
EAFE Large Cap |
EAFE |
Equity |
| 17 |
ClearBridge Investments, LLC: ClearBridge |
US Large Cap Growth |
United |
Equity |
| 18 |
NWQ Investment Management Company, LLC: |
US Small Cap Value |
United |
Equity |
| 19 |
HS Management Partners, LLC: |
US Large Cap Growth |
United |
Equity |
| 20 |
Kabouter Management LLC: Kabouter |
--- |
EAFE |
Equity |
To view the November full data set, please click here.
To learn more about eVestment Advantage or to request a demonstration, please click here.
* Lists may exceed 20 in the event of ties.
About eVestment
eVestment, a Nasdaq company, 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
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