lists

Strategies surpassing $1B in assets under management

20 September 2021
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.

The following strategies surpassed $1 billion in strategy AUM during the second quarter of 2021. Such thresholds are important to institutional investors as they often seek and screen for strategies of a particular size when conducting manager searches. 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
Acadian Asset Management LLCAll Country World ex-U.S. Small-Cap Equity
Addenda Capital Inc.Equity - International
AGF InvestmentsAGF Global Sustainable Equity
Allianz Global InvestorsAllianzGI Equity Kokusai
Allianz Global InvestorsAllianzGI US Mid Cap Growth
American Century InvestmentsAvantis Non-U.S. Small Cap Value
American Century InvestmentsU.S. Real Estate Securities
Amundi Asset ManagementAmundi Pioneer Aggregate Core
Amundi Asset ManagementGlobal Equity Sustainable Income
ARS Investment Partners, LLCARS Focused All Cap
Artisan Partners Limited PartnershipAntero Peak Hedge
Artisan Partners Limited PartnershipAntero Peak Long/Short Master Fund LP
Aspect Capital Ltd.Aspect Diversified Fund - Class A (USD)
Avalon Investment & AdvisoryAvalon Core Equity Portfolio
Avalon Investment & AdvisoryAvalon U.S. Value Equity
Aviva InvestorsEmerging Markets Bonds - Corporate
AXA Investment ManagersUS Dynamic High Yield
BlackRockAsian High Yield Bond
BlackRockiShares MSCI USA Multifactor ETF
BMO Global Asset ManagementUK Smaller Companies strategy
BNP Paribas Asset ManagementUS Large Cap Growth
BNY Mellon Investment Adviser, Inc.BNY Mellon Worldwide Growth Fund
Boston Partners Global Investors, Inc.Boston Partners Small Cap Value Equity II
Boston Partners Global Investors, Inc.WPG Partners Concentrated Small Cap Value
Brandes Investment Partners, L.P.US Value Equity
Brandywine Global Investment Management, LLCHigh Yield
Broadmark Asset Management, LLCBroadmark Tactical Growth Strategy
Candriam GroupGlobal Robotics & Innovative Technology Equities strategy
Candriam GroupGlobal Sustainable Equities strategy
Canyon Capital Advisors LLCRiver Canyon Total Return Fund
Capital GroupMulti-Sector Fixed Income
Capital GroupWorld Dividend Growers - SMA (Capital Group)
CarmignacCarmignac Grande Europe
CarmignacCarmignac Long-Short European Equities
Cartica Management, LLCCartica Emerging Markets Active Ownership Strategy
CBRE Clarion Securities, LLCCBRE Listed Global Infrastructure Strategy
China Asset Management Co., Ltd.ChinaAMC All China Strategy
Columbia Threadneedle Investments EMEA APACThreadneedle US Equity - Small Cap
Credit Suisse Asset ManagementCredit Suisse Global Inflation Linked Strategy
Danske Bank Asset ManagementEuropean Equities - Small Cap
Domini Impact Investments LLCDomini Impact Equity Strategy
DoubleLineSecuritized Income
E Fund Management Co., Ltd.E Fund Credit Bond Fund (China)
Eagle Asset Management, Inc.Eagle Small Cap Strategy (Vermont Team)
Edmond de Rothschild Asset ManagementEdmond de Rothschild Fund Big Data
Evli Bank PlcEuropean Equities
Federated Hermes, Inc.Federated Hermes Strategic Multi-Sector
Federated Hermes, Inc.Federated Hermes Trade Finance
Fidelity InternationalFidelity MSCI Emerging Markets Index Fund
Fidelity InvestmentsFidelity Advisor Communications Sevices Fund
Fidelity InvestmentsFidelity Advisor Freedom 2055
Fidelity InvestmentsFidelity Advisor Large Cap Fund
Fidelity InvestmentsFidelity Advisor Multi-Asset Income Fund
Fidelity InvestmentsFidelity Freedom Blend 2045
Fidelity InvestmentsFidelity Freedom Index 2065
Fidelity InvestmentsFidelity Freedom Index Income Fund
Fidelity InvestmentsFidelity U.S. Sustainability Index Fund
First Sentier InvestorsFSSA Japan Equity Strategy
First Trust Advisors L.P.First Trust Global Tactical Commodity Strategy Fund
First Trust Advisors L.P.First Trust Indxx NextG ETF
Fisch Asset Management AGGlobal Corporate Bonds
Franklin Resources, Inc.FTIF - Templeton Asian Smaller Companies Fund
Franklin Resources, Inc.Templeton Global Climate Change Equity
Global X Management Company LLCGlobal X MLP ETF
Goldman Sachs Asset ManagementFocused Growth 20
Goldman Sachs Asset ManagementGlobal Equity Partners ESG
Harding Loevner LPGlobal Equity ADR
Hillsdale Investment Management Inc.Hillsdale U.S. Small Cap Equity Fund
HSBC Global Asset Management LimitedCanadian Income Balanced
HSBC Global Asset Management LimitedHSBC MSCI Emerging Markets UCITS ETF
Hyperion Asset ManagementHyperion Global VSG H Composite
Intech Investment Management LLCIntech Global All Country Core
Invesco, LtdComstock SMA/WRAP
Invesco, LtdUK Smaller Companies Equity
J.Chahine CapitalDIGITAL FUNDS Stars Europe
J.P. Morgan Investment Management Inc.JPM Diversified Risk
J.P. Morgan Investment Management Inc.JPM GEM Sustainable
J.P. Morgan Investment Management Inc.JPM Global Multi-Asset Strategy (Fund of Funds Investment)
J.P. Morgan Investment Management Inc.JPM International ADR-MA
J.P. Morgan Investment Management Inc.JPM US Small Cap Blend
J.P. Morgan Investment Management Inc.JPM US TMV Small Cap Value
Janus Henderson InvestorsEuropean Property Equity
Janus Henderson InvestorsPan European Equity
Janus Henderson InvestorsUS Real Estate Securities
John Hancock InvestmentsJohn Hancock Multimanager Lifetime Portfolios 2045
Kabouter Management LLCKabouter International SMID-Cap
Kempen Capital Management N.V.Kempen European Property Strategy
LGT Capital Partners LimitedLGT Dynamic Protection Sub-Fund
Liontrust Asset Management PLCSustainable Future - Managed Growth
Locust Wood Capital Advisers, LLCLocust Wood Long-Only
Lombard Odier Investment Managers1798 Credit Convexity Fund
Lombard Odier Investment ManagersWorld Brands
Lord, Abbett & Co. LLCMid Cap Growth
Mackenzie InvestmentsMackenzie Greenchip Global Equity
Manulife Investment ManagementGreater China Equity Strategy
Martin Currie Investment Management LtdInternational Long-Term Unconstrained Equity
Meiji Yasuda Asset Management Company Ltd.International Equity KOKUSAI
MFS Investment ManagementMFS Canadian Research Equity
Milford Asset ManagementMilford Balanced Fund
MirovaMirova Global Green Bond Strategy
MissionSquare Retirement (previously ICMA)MissionSquare Aggressive Opportunities Fund
MissionSquare Retirement (previously ICMA)MissionSquare Inflation Focused Fund
MissionSquare Retirement (previously ICMA)MissionSquare Retirement Target Income Fund 2030
Mitsubishi UFJ Trust and Banking CorporationCredit Specialized33(Japanese Only)
Mondrian Investment Partners LimitedGlobal Equity
Muzinich & Co., Inc.Muzinich Long Short Credit Yield
National Investment ServicesIntermediate Plus
New Century Advisors, LLCCore Bond
Nissay Asset Management CorporationNissay Global Equity SDGs Global Select
Nomura Asset ManagementNomura Global Equity ex-Japan MSCI Kokusai (C120035)
Northern Trust Asset ManagementNorthern Trust Focus Funds 2035
Northern Trust Asset ManagementNorthern Trust Focus Funds 2040
Northern Trust Asset ManagementNT Global Equities Multi Factor Value Strategy
Northern Trust Asset ManagementNT Global Sustainability Fund Strategy
Northern Trust Asset ManagementNT US ST Govt Index Strategy
Nykredit Asset ManagementNykredit Stable Focus Equities
ODDO BHF Asset ManagementODDO BHF Euro Small & Mid Cap Equities
ODDO BHF Asset ManagementODDO BHF Polaris Balanced
Parametric Portfolio Associates LLCParametric CC US Large-Mid Cap Growth-TM
Parametric Portfolio Associates LLCParametric Commodity Strategy
PIMCOCredit Opportunities Bond
PIMCOPIMCO Multi-Asset Alternative Risk Premia Fund
PineBridge InvestmentsPineBridge Global Opportunistic DM Credit Strategy
PineBridge InvestmentsPineBridge Opportunistic Emerging Markets Debt Strategy
Port Capital LLCPort Capital Partners Equity
Putnam InvestmentsPutnam Retirement Advantage 2035
QMA LLCQMA US Large Cap Core Equity
Ramirez Asset Management, Inc.Ramirez Core Strategy
Ramirez Asset Management, Inc.Ramirez Strategic Core Strategy
RBC Global Asset ManagementRBC Emerging Markets Equity Focus
RBC Global Asset ManagementRBC Vision Global Equity (SRI)
Reinhart Partners, Inc.Reinhart Partners Genesis Private Market Value Equity
Reinhart Partners, Inc.Reinhart Partners Mid Cap Private Market Value Equity
Resona Bank, LimitedResona Global Fixed Income_Passive (BGA ex-Japan) (Hedge)
Richard Bernstein Advisors LLCRichard Bernstein Advisors Global Equity ETF Strategy
River Road Asset Management, LLCFocused Absolute Value
River Road Asset Management, LLCSmall-Mid Cap Value II
ROW Asset ManagementROW Diversified 2X Fund, LP
RP Investment AdvisorsRP Strategic Income Plus Strategy
Russell InvestmentsRITC Long Duration Fixed Income Fund
Sands Capital Management, LLCTechnology Innovators
Security Capital Research & Management IncorporatedSecurity Capital Preferred Growth
Seizert Capital PartnersLarge Cap Value
SPARX Asset Management Co., Ltd.SPARX Japan Sustainable Equity Strategy
State Street Global AdvisorsMSCI Emerging Markets Small Cap Index
State Street Global AdvisorsUK Conventional Gilts Over 15 Years Fund
State Street Global AdvisorsUK Index Linked Gilts All Stocks Fund
Storebrand Asset Management ASStorebrand Global ESG Plus
Sumitomo Mitsui Trust BankJapan Sakigake Strategy
Summit Partners Public Asset Management, LLCSummit Partners Sustainable Opportunities (SPSO) L/S Fund
Sun Life Global Investments (Canada) Inc.Sun Life Schroder Emerging Markets Fund I
T. Rowe PriceGlobal Government Bond ex-Japan Strategy
T. Rowe PriceRetirement Hybrid Trusts 2050
T. Rowe PriceUS Tax-Efficient Large-Cap Value Equity Strategy
Touchstone InvestmentsTouchstone Small Company Fund
Tweedy, Browne Company LLCInternational Value Equity - Unhedged
UBS Asset ManagementUS Short Duration High Yield
Union Bancaire Privée, UBP SAUBAM - 30 Global Leaders Equity
Union Investment Institutional GmbHCommodities ex Agricultural
Van Eck Associates CorporationVanEck Emerging Markets High Yield Bond ETF
VanguardVanguard Emerging Markets Select Stock Fund
VanguardVanguard Explorer Value Fund
VanguardVanguard Institutional Target Retirement Fund 2065
VanguardVanguard Russell 2000 Value Index
Victory Capital Management Inc.VS Alternative Income Strategy
Wellington Management Company LLPGlobal Bond
Wellington Management Company LLPGlobal Property
Wellington Management Company LLPPublic Permanent Capital
Wellington Management Company LLPSelect International Fundamental Growth
Wellington Management Company LLPSelect Small Cap Growth
Wells Fargo Asset ManagementU.S. Intermediate
Western Asset Management Company, LLCWA China Local Currency Debt
WisdomTree Asset Management, Inc.WisdomTree International Hedged Quality Equity
Woodley Farra Manion Portfolio Management, Inc.Woodley Farra Value Equity Composite
Zazove Associates, LLCZazove Investment Grade Convertibles
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