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 Focus --- ----- 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 Focus --- ----- 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 Focus --- ----- 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 Focus --- ----- 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 Focus --- ----- 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 Focus --- ----- 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
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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.
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