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Equity Strategies Snag All Top 20 Spots on eVestment Global Screening List; UK Users Globally Focused
[June 07, 2017]

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
Focus

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
Focus

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
Focus

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
Focus

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
Focus

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
Focus

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. 

To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/equity-strategies-snag-all-top-20-spots-on-evestment-global-screening-list-uk-users-globally-focused-300470439.html

SOURCE eVestment


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