Strategies surpassing $1B in assets under management

30 August 2023
When strategies hit key milestones – whether AUM or track record history – they're included in more of the screens conducted by consultants and asset owners. The reason is simple: They've surpassed two of the most common thresholds allocators use in their research to filter out managers they deem too small or products they deem too new. If you're a manager or hedge fund hitting one of these milestones, you're ready to get in front of more consultants and asset owners than ever. Learn how eVestment Omni can help:

A total of 111 strategies surpassed the notable AuM threshold of $1 billion as of 2Q23 (when comparing the previous four quarters strategy level AuM). Such milestones are important for institutional investors as they often screen for strategies of a particular size when conducting manager searches, and may only allocate to products of a certain threshold in order to avoid potential exposure concentration. This can be critical for Institutional Investors as they look to mitigate concentration risk and not want to constitute a large percentage of assets of a given strategy. Congratulations to those portfolio management teams and associated firms for achieving this key milestone!

Firm NameProduct Name
Aegon Asset ManagementAegon Global Short Dated Climate Transition
Aikya Investment Management LimitedAikya Global Emerging Markets Strategy
Allspring Global InvestmentsSpecial Global Small Cap Equity
Alta Capital ManagementAll Cap Quality Growth
American Century InvestmentsNon-U.S. Concentrated Growth (EAFE Plus)
Amundi Asset ManagementLatin American Equity
AQR Capital Management LLCU.S. Relaxed Constraint
Aristotle Atlantic Partners, LLCCore Equity
Bahl & Gaynor, Inc.Small/Mid Cap Income Growth
Baillie Gifford & CoInvestment Grade Bonds
Baron CapitalBaron Focused Growth Strategy
Baron CapitalBaron High Growth Strategy
BlackRockiShares MSCI Intl Momentum Factor ETF
BlackRockiShares MSCI USA Size Factor ETF
BlackRockMSCI Emerging Markets IMI Index
Blackstone CreditBlackstone Global Investment Grade Corporate
BNP Paribas Asset ManagementCircular Economy Leaders
BNP Paribas Asset ManagementEuro Corporate Bond SRI PAB 3-5 Year Index
BNP Paribas Asset ManagementGlobal Shariah-Compliant Equities
BNP Paribas Asset ManagementGlobal Sukuk
BNP Paribas Asset ManagementJapan ESG Filtered Min TE Passive Equities
BNY Mellon Investment Adviser, Inc.BNY Mellon Worldwide Growth Fund
Brandywine Global Investment Management, LLCDiversified Small Cap Value Select Equity
Brown Advisory, LLCBrown Advisory Sustainable Core Fixed Income
Camden Asset Management, L.P.Camden Bonds Plus Fund
Campbell Newman Asset Management, Inc.Large Cap Dividend Growth
Clinton Investment Management, LLCCIM Municipal Credit Opportunities SMA
Columbia Threadneedle Investments InternationalThreadneedle Global Developed Market Equity
Confluence Investment Management LLCConfluence AA Growth & Income
Diamond Hill Capital Management, Inc.Diamond Hill Core Bond
Donald Smith & Co., Inc.All Cap Value Equity
DWS GroupTotal Return Bond
EARNEST Partners, LLCGlobal Equities
Fidelity Institutional Asset ManagementSpartan Extended Market Index Pool
Fidelity InternationalMoneybuilder Dividend
Fidelity InternationalSustainable Eurozone Equity
Fidelity InternationalUK Select Equity
Fidelity InvestmentsFidelity Advisor Communications Sevices Fund
Fidelity InvestmentsFidelity Advisor Freedom 2055
Fidelity InvestmentsFidelity Advisor Leveraged Company Stock Fund
First Eagle Investment Management, LLCUS Small Cap Strategy
Fisch Asset Management AGGlobal High Yield Bonds
Fisher InvestmentsUS Total Return ESG
GAMCO Asset ManagementGAMCO Large Cap Growth
Goldman Sachs Asset ManagementGlobal Small Cap Equity Insights
Guardian Capital LPGuardian Canadian Targeted Exposure Strategy
HSBC Global Asset Management LimitedGlobal Short Duration Fixed Income
Impax Asset Management Group plcImpax International Sustainable Economy Strategy
Indus Capital Partners LLCIndus Japan Long Only Strategy
Insight InvestmentGlobal corporate bond ESG
Invesco, LtdUK Enhanced
J.P. Morgan Investment Management Inc.JPM US Structured Small Cap Core
J.P. Morgan Investment Management Inc.JPMCB SmartRetirement Passive Blend Fund 2060
Joh. Berenberg, Gossler & Co. KGBerenberg European Small Cap (Peter Kraus)
Jupiter Asset ManagementGlobal Equity Ecology
Lazard Asset Management LLCInternational Quality Growth
LGT Capital Partners LimitedLGT EM Frontier LC Bond Sub-Fund
Loomis, Sayles & Company, L.P.Long Credit Disciplined Alpha
M&G InvestmentsM&G (Lux) Episode Growth Fund
M&G InvestmentsM&G Japan Fund
M&G InvestmentsM&G Short Dated Corporate Bond Fund
Martin Currie Investment Management LtdInternational Long-Term Unconstrained Equity
Martin Currie Investment Management LtdMartin Currie Sustainable International Equity (SMA) - Composite
Minneapolis Portfolio Managers GroupAll Cap Value
Moneda Asset ManagementMoneda Latin America Equities
Morgan Stanley Investment ManagementEaton Vance Focused Value Opportunities Equity
Morgan Stanley Investment ManagementTotal Return Bond (formerly Eaton Vance)
Nedgroup Investments LtdNedgroup Investments Global Emerging Markets Equity Fund
Newton Investment Management GroupUS Large Cap Equity
Nicholas Company, Inc.Nicholas Mid Cap Growth Equity
Ninety OneNinety One Asia Pacific ex Japan Equity
Northern Trust Asset ManagementNT Emerging Markets Small Cap Index Equity Strategy
Northern Trust Asset ManagementNT Quality Large Cap Core US Strategy
Nuveen, a TIAA CompanyESG Large-Cap Growth
Nuveen, a TIAA CompanyESG Small-Cap
Nuveen, a TIAA CompanyLong Term Municipal Bond SMA
ODDO BHF Asset ManagementODDO BHF Algo Trend US
Parametric Portfolio Associates LLCParametric TABS Managed Muni Long SMA
Parametric Portfolio Associates LLCParametric TABS Managed Muni Short SMA
Parametric Portfolio Associates LLCParametric TABS Municipal Ladder Long Plus
PineBridge InvestmentsPineBridge Dynamic Fixed Income Strategy
PineBridge InvestmentsPineBridge Global Opportunistic DM Credit Strategy
PineBridge InvestmentsPineBridge India Equity Strategy
Polen Capital Management, LLCPolen Emerging Markets Growth
Principal Asset ManagementLong Duration Credit
Principal Asset ManagementPrincipal LifeTime Hybrid CIT Income Fund
Pugh Capital Management, Inc.Long Corporate Strategy
Putnam InvestmentsPutnam U.S. Small Cap Growth Equity
R. G. Niederhoffer Capital Management, Inc.Roy G. Niederhoffer Macro Diversified Program
R. G. Niederhoffer Capital Management, Inc.Roy G. Niederhoffer Smart Alpha Fund 2x, Ltd.
Sage Advisory Services, Ltd. Co.Intermediate Term Corporate Fixed Income
Sands Capital Management, LLCSands Capital Technology Innovators
Segall Bryant & HamillShort Term Fixed Income
Silvant Capital Management LLCSilvant Focused Large Cap Growth Strategy
State Street Global AdvisorsAll World Equity Climate Balanced Multi-Factor Index
State Street Global AdvisorsBloomberg Barclays Sterling Corporate Bond Index Strategy
State Street Global AdvisorsTarget Retirement 2065
State Street Global AdvisorsUK Conventional Gilts All Stocks Fund
Sumitomo Mitsui DS Asset Management Company, Ltd.DS_Japan Equity Small Cap Absolute Value
Sumitomo Mitsui Trust BankGlobal Index Plus E42
Sumitomo Mitsui Trust BankJapan Fundamental Value
T. Rowe PriceRetirement Blends 2025
TD Global Investment SolutionsTD Greystone Long Private Debt
The TCW Group, Inc.TCW High Yield
Tokio Marine Asset Management Co., Ltd.Japanese Equity Focus
Transamerica Asset Management, Inc.Transamerica Unconstrained Bond
VanguardVanguard Russell 2000 Growth Index
VanguardVanguard Target Retirement Trust II 2065
Victory Capital Management Inc.RS Science And Technology
Wellington Management Company LLPGlobal Select Capital Appreciation
Xponance, Inc.Xponance Russell 1000 Index Strategy
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