Equity Strategies Tops Among eVestment Users in September

09 Oct

Equity Strategies Tops Among eVestment Users in September

All but one of the top products viewed by eVestment investor and consultant users globally in September were equity strategies, according to the latest eVestment Advantage Viewership Report covering last month. The one non-purely equity strategy to make the top viewed list globally was the Brookfield Investment Management Diversified Real Assets Strategy, a balanced/multi-asset product.

Equity strategies generally dominated the various regional lists as well, with Europe ex-UK eVestment users having the most interest in non-equity strategies in September, with seven of those users’ top-viewed strategies being fixed-income strategies and one hedge fund: the Vontobel Asset Management AG Vontobel Fund, a commodity hedge fund.

A few other interesting points from the new report include:

  • Global investor and consultant profile views of Managed Futures – Discretionary funds elevated this universe to the top of the month-over-month increase in average reviews per product ranking. This was also the top universe by average reviews per product in September for clients located in Europe ex-UK.
  • Lansdowne Partners (UK) LLP: Lansdowne Developed Markets Long Only Strategy is the only product found in both August and September’s top reviewed list for investors and consultants located in Asia ex-Japan. Two of the new funds in September’s ranking for Asia ex-Japan are non-traditional products: Federated Investors, Inc.: Alternative Bear Equity Composite and Greenwoods Asset Management: Golden China Plus Master Fund.
  • Marathon Asset Management LLP: EAFE Equity retained its position as the most reviewed product by global investors and consultants in September. The second most reviewed product in August, Dodge & Cox: Dodge & Cox International Equity, fell out of September’s top 20 ranking as a new Dodge & Cox product (Dodge & Cox Global Equity) entered the list.
  • Three of the top four most reviewed products by institutional investors and consultants located in Japan were fixed income strategies. Two of them were newly included in September’s list, BlueBay Asset Management LLP: BlueBay Investment Grade Euro Aggregate Strategy and MacKay Shields LLC: High Yield Active Core (Global Fixed Income Team), while the global unconstrained M&G Investment Management Ltd: M&G Alpha Opportunities Fund remained from August’s list.

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., Japan, Asia ex-Japan, Australia and Canada 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.

To access the full list of rankings, please click here.