Research

11 Mar

Hedge Funds Continue Performance Comeback from 2018

Hedge funds returned an average of +1.27% in February, according to the just-released eVestment February 2019 hedge fund performance data, building on a strong January to bring year-to-date (YTD) performance to +4.55%. The contrast to 2018’s average industry performance of -5.05% is stark and demonstrates the industry’s effort to shake off last year’s challenges. The [...]
08 Mar

Emerging Markets were a Dominant Theme Among eVestment Users in February

In February, emerging markets were of high interests to investors and consultants using eVestment globally, according to the just-released February 2019 eVestment Advantage Viewership Report. Half of the universes of rising interest in February were emerging markets-focused. Additionally, an EM universe – Global Emerging Markets All Cap Core Equity – sat atop the most viewed [...]
06 Mar

Investors Showed Interest in Two Communications Firms in Q4

Institutional investors rewarded traditional communications companies Verizon and Comcast’s efforts to protect and grow their businesses by pushing both firms onto the global top 20 list of most widely held companies in Q4 2018, according to eVestment data. Both firms made significant strategic moves in 2018 that appear to have given institutional investors faith in [...]
28 Feb

Traditional Institutional Investment Business Sees Outflows for Q4, Full Year 2018

Long-only asset managers reported Q4 2018 institutional assets under management of $23.81 trillion to eVestment according to the just-released eVestment Q4 2018 Traditional Asset Flows Report. Net institutional flows totaled -$234.4 billion in the fourth quarter pushing full year 2018 redemptions past the half trillion mark to -$517.5 billion. Fixed income investment managers, excluding cash [...]
25 Feb

Hedge Fund Assets Up in January as Performance Offsets Investor Redemptions

Investors pulled a modest $1.66 billion from the global hedge fund industry in January. However, strong hedge fund performance almost across the board in January offset those redemptions, lifting total industry assets to $3.214 trillion, according to the just-released eVestment January 2019 Hedge Fund Asset Flows Report. Multi-Strategy hedge funds saw a major turnaround in [...]
11 Feb

Equity, EM Funds Among Big Hedge Fund Winners in January

Global hedge funds, which ended a challenging 2018 with an industry aggregate return of -5.05%, started off strong in January, with an industry return just shy of +4% according to eVestment’s January 2019 hedge fund performance data. The industry’s overall +3.91% return in January reversed a trend of five consecutive months of negative industry returns [...]
11 Feb

Global Equity Strategies See Most New Interest at Start of 2019

Investors and consultants globally have increased their focus on global equity strategies more so than on any other segment to start 2019, according to the January 2019 eVestment Advantage Viewership Report. Global All Cap Core and Value Equity strategies saw the greatest universal increases, but it was GQG Partners’ Global Equity strategy, within the Growth [...]
07 Feb

Global Investors Miss Out on Winning Managers in 2018

How does a CIO find a winning fund manager? On top of needing to make the right calls in asset allocation, risk budgeting and team management, institutional investors are expected to identify fund managers with the best chance of outperforming in the future. eVestment data shows they perhaps struggled to meet this challenge in 2018. [...]
10 Jan

Hedge Funds End 2018 In the Red

The global hedge fund industry ended a volatile 2018 in the red, with aggregate performance for December at -2.15% and for the year at -4.86%, according to the latest eVestment hedge fund performance data released today. December’s negative performance marked the industry’s fifth consecutive month of negative performance in 2018. The 2018 performance is in [...]