Research

19 Sep

Home Depot, Citigroup Enter Top 20 Institutional Stock Holdings

Home improvement chain The Home Depot (at No. 19) and financial services firm Citigroup (at No. 20) cracked the top 20 list of most widely held equities among global long-only asset managers reporting to eVestment, according to the 2Q 2017 eVestment Institutional Stock Ownership Report. To make room for those two, Verizon Communications and Royal [...]
15 Sep

Investors, Consultants Show Rising Interest in US Strategies

Institutional investors and consultants using eVestment to screen asset managers and products in August showed increasing interest in US-focused strategies, with 12 of the top 20 products by month-over-month change concentrated on the United States, according to the just-released August 2017 eVestment Advantage Viewership Report. In addition, seven strategies showed multi-region appeal among consultants and [...]
11 Sep

Brazil Funds Lead in Strong Month for Hedge Fund Returns

In a strong month for the global hedge fund industry, emerging markets hedge funds continued to shine the brightest, according to the just-released August 2017 eVestment Hedge Fund Performance Report. Brazil-focused funds lead the pack in August with +5.34% performance, bringing year-to-date performance to +16.88%. China-focused funds are the top performers so far in 2017, [...]
31 Aug

Big Investment Moves Across Asset Classes, Geographies in 2Q

Although flows were largely flat relative to industry AUM in the second quarter of this year, certain asset classes and geographies saw outsized investor demand during the quarter, according to the just-released eVestment 2Q 2017 Traditional Asset Flows Report. During the quarter institutional asset managers saw aggregate redemptions of -$7.9 billion. Total institutional AUM for [...]
24 Aug

Investor Interest in Emerging Markets Heating Up

Emerging markets have received a lot of attention recently, offering compelling returns and investment options for institutional and retail investors. eVestment’s new Emerging Markets Report looks at data from more than 2,100 long-only emerging and frontier markets to offer a unique look at emerging market investment trends through 2Q 2017, the latest period for which [...]
23 Aug

Hedge Funds Hit Near-Record AUM with July Inflows

Investors allocated $7.91 billion to hedge funds in July, according to the July 2017 eVestment Hedge Fund Asset Flows Report, released today. That inflow brought year-to-date (YTD) flows to +$30.5 billion, bringing total AUM for the industry to $3.163 trillion. This is close to the record AUM of $3.168 trillion the industry saw in May [...]
10 Aug

India, China Funds Shine in July

The hedge fund industry returned an average +1.21% in July 2017, bringing year-to-date (YTD) returns to +4.77%, according to the just-released July 2017 eVestment Hedge Fund Performance Report. July marked the ninth consecutive month of positive aggregate industry returns. India- and China-focused hedge funds saw especially strong results, both returning almost +5% for the month [...]
09 Aug

Geographic Diversity Rules on eVestment Top Rankings in July

eVestment users’ screening activity in July showed an eagerness to look far and wide for opportunities. The most reviewed products list, and the list of products with the largest month-over-month increase in reviews, show user interests in strategies with geographic focuses that were literally all over the map, according to the latest eVestment Advantage viewership [...]
17 Jul

New Report Looks at FAANG Stock Trends

The FAANG stocks – Facebook, Apple, Amazon, Netflix and Alphabet/Google – are among the most-watched tech stocks by investors, consultants and asset managers around the world. These companies’ status as household names among the investment industry and the general public and their explosive growth and upside potential have made them among the most popular stocks [...]