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: solutions@evestment.com.
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 Name | Product Name |
|---|---|
| Aegon Asset Management | Aegon Global Short Dated Climate Transition |
| Aikya Investment Management Limited | Aikya Global Emerging Markets Strategy |
| Allspring Global Investments | Special Global Small Cap Equity |
| Alta Capital Management | All Cap Quality Growth |
| American Century Investments | Non-U.S. Concentrated Growth (EAFE Plus) |
| Amundi Asset Management | Latin American Equity |
| AQR Capital Management LLC | U.S. Relaxed Constraint |
| Aristotle Atlantic Partners, LLC | Core Equity |
| Bahl & Gaynor, Inc. | Small/Mid Cap Income Growth |
| Baillie Gifford & Co | Investment Grade Bonds |
| Baron Capital | Baron Focused Growth Strategy |
| Baron Capital | Baron High Growth Strategy |
| BlackRock | iShares MSCI Intl Momentum Factor ETF |
| BlackRock | iShares MSCI USA Size Factor ETF |
| BlackRock | MSCI Emerging Markets IMI Index |
| Blackstone Credit | Blackstone Global Investment Grade Corporate |
| BNP Paribas Asset Management | Circular Economy Leaders |
| BNP Paribas Asset Management | Euro Corporate Bond SRI PAB 3-5 Year Index |
| BNP Paribas Asset Management | Global Shariah-Compliant Equities |
| BNP Paribas Asset Management | Global Sukuk |
| BNP Paribas Asset Management | Japan ESG Filtered Min TE Passive Equities |
| BNY Mellon Investment Adviser, Inc. | BNY Mellon Worldwide Growth Fund |
| Brandywine Global Investment Management, LLC | Diversified Small Cap Value Select Equity |
| Brown Advisory, LLC | Brown 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, LLC | CIM Municipal Credit Opportunities SMA |
| Columbia Threadneedle Investments International | Threadneedle Global Developed Market Equity |
| Confluence Investment Management LLC | Confluence AA Growth & Income |
| Diamond Hill Capital Management, Inc. | Diamond Hill Core Bond |
| Donald Smith & Co., Inc. | All Cap Value Equity |
| DWS Group | Total Return Bond |
| EARNEST Partners, LLC | Global Equities |
| Fidelity Institutional Asset Management | Spartan Extended Market Index Pool |
| Fidelity International | Moneybuilder Dividend |
| Fidelity International | Sustainable Eurozone Equity |
| Fidelity International | UK Select Equity |
| Fidelity Investments | Fidelity Advisor Communications Sevices Fund |
| Fidelity Investments | Fidelity Advisor Freedom 2055 |
| Fidelity Investments | Fidelity Advisor Leveraged Company Stock Fund |
| First Eagle Investment Management, LLC | US Small Cap Strategy |
| Fisch Asset Management AG | Global High Yield Bonds |
| Fisher Investments | US Total Return ESG |
| GAMCO Asset Management | GAMCO Large Cap Growth |
| Goldman Sachs Asset Management | Global Small Cap Equity Insights |
| Guardian Capital LP | Guardian Canadian Targeted Exposure Strategy |
| HSBC Global Asset Management Limited | Global Short Duration Fixed Income |
| Impax Asset Management Group plc | Impax International Sustainable Economy Strategy |
| Indus Capital Partners LLC | Indus Japan Long Only Strategy |
| Insight Investment | Global corporate bond ESG |
| Invesco, Ltd | UK 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. KG | Berenberg European Small Cap (Peter Kraus) |
| Jupiter Asset Management | Global Equity Ecology |
| Lazard Asset Management LLC | International Quality Growth |
| LGT Capital Partners Limited | LGT EM Frontier LC Bond Sub-Fund |
| Loomis, Sayles & Company, L.P. | Long Credit Disciplined Alpha |
| M&G Investments | M&G (Lux) Episode Growth Fund |
| M&G Investments | M&G Japan Fund |
| M&G Investments | M&G Short Dated Corporate Bond Fund |
| Martin Currie Investment Management Ltd | International Long-Term Unconstrained Equity |
| Martin Currie Investment Management Ltd | Martin Currie Sustainable International Equity (SMA) - Composite |
| Minneapolis Portfolio Managers Group | All Cap Value |
| Moneda Asset Management | Moneda Latin America Equities |
| Morgan Stanley Investment Management | Eaton Vance Focused Value Opportunities Equity |
| Morgan Stanley Investment Management | Total Return Bond (formerly Eaton Vance) |
| Nedgroup Investments Ltd | Nedgroup Investments Global Emerging Markets Equity Fund |
| Newton Investment Management Group | US Large Cap Equity |
| Nicholas Company, Inc. | Nicholas Mid Cap Growth Equity |
| Ninety One | Ninety One Asia Pacific ex Japan Equity |
| Northern Trust Asset Management | NT Emerging Markets Small Cap Index Equity Strategy |
| Northern Trust Asset Management | NT Quality Large Cap Core US Strategy |
| Nuveen, a TIAA Company | ESG Large-Cap Growth |
| Nuveen, a TIAA Company | ESG Small-Cap |
| Nuveen, a TIAA Company | Long Term Municipal Bond SMA |
| ODDO BHF Asset Management | ODDO BHF Algo Trend US |
| Parametric Portfolio Associates LLC | Parametric TABS Managed Muni Long SMA |
| Parametric Portfolio Associates LLC | Parametric TABS Managed Muni Short SMA |
| Parametric Portfolio Associates LLC | Parametric TABS Municipal Ladder Long Plus |
| PineBridge Investments | PineBridge Dynamic Fixed Income Strategy |
| PineBridge Investments | PineBridge Global Opportunistic DM Credit Strategy |
| PineBridge Investments | PineBridge India Equity Strategy |
| Polen Capital Management, LLC | Polen Emerging Markets Growth |
| Principal Asset Management | Long Duration Credit |
| Principal Asset Management | Principal LifeTime Hybrid CIT Income Fund |
| Pugh Capital Management, Inc. | Long Corporate Strategy |
| Putnam Investments | Putnam 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, LLC | Sands Capital Technology Innovators |
| Segall Bryant & Hamill | Short Term Fixed Income |
| Silvant Capital Management LLC | Silvant Focused Large Cap Growth Strategy |
| State Street Global Advisors | All World Equity Climate Balanced Multi-Factor Index |
| State Street Global Advisors | Bloomberg Barclays Sterling Corporate Bond Index Strategy |
| State Street Global Advisors | Target Retirement 2065 |
| State Street Global Advisors | UK Conventional Gilts All Stocks Fund |
| Sumitomo Mitsui DS Asset Management Company, Ltd. | DS_Japan Equity Small Cap Absolute Value |
| Sumitomo Mitsui Trust Bank | Global Index Plus E42 |
| Sumitomo Mitsui Trust Bank | Japan Fundamental Value |
| T. Rowe Price | Retirement Blends 2025 |
| TD Global Investment Solutions | TD 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 |
| Vanguard | Vanguard Russell 2000 Growth Index |
| Vanguard | Vanguard Target Retirement Trust II 2065 |
| Victory Capital Management Inc. | RS Science And Technology |
| Wellington Management Company LLP | Global Select Capital Appreciation |
| Xponance, Inc. | Xponance Russell 1000 Index Strategy |