Strategies surpassing $500M 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 77 strategies surpassed the notable AuM threshold of $500 million 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
360 ONE Asset Management Ltd.360 ONE Focused Equity Fund
Acadian Asset Management LLCEuropean ex-U.K. Equity
Amalgamated BankLongView Core Bond Fund
ARGA Investment Management, LPARGA Global Equity Strategy
ASR Vermogensbeheer N.V.ASR Sustainable European Government Bond Fund
Asset Management One Co., Ltd.Low Volatility High Income Japanese Equity ESG Fund
Baillie Gifford & CoInvestment Grade Bonds
Baird AdvisorsMunicipal Bond
Bay Point AdvisorsBay Point Capital Partners II
BlackRockBlackRock Fundamental Equities Emerging Markets Sustainable
BlackRockiShares MSCI USA Size Factor ETF
BNY Mellon Investment Adviser, Inc.BNY Mellon Global Emerging Markets Fund
C WorldWide Asset Management Fondsmaeglerselskab A/SC Worldwide International Equities
Calvert Research and ManagementCalvert Core Bond Strategy
Cookson, Peirce and Co., Inc.Cookson Peirce All Cap Equity MA
Copeland Capital Management, LLCLarge Cap Dividend Growth Equity
CQS (UK) LLPCQS Dynamic Credit Multi Asset Fund
Dimensional Fund Advisors LPWorld ex AU Large Cap Value Strategy
Federated Hermes, Inc.Federated Hermes MDT Large Cap Growth Institutional
Fidelity Canada InstitutionalFIAM Canadian Long Bond Core Plus
Fidelity InternationalEuropean (ex UK) Equities
Fidelity InvestmentsFidelity Advisor Freedom 2060
Fidelity InvestmentsFidelity Low Volatility Factor ETF
Fidelity InvestmentsFidelity Short Duration High Income Fund
Fidelity InvestmentsFidelity Small Cap Growth Index Fund
Franklin Resources, Inc.Templeton Hong Kong Equity
Grantham, Mayo, Van Otterloo & Co. LLCGMO U.S. Treasury Strategy
Greenhouse Funds LLLPGreenhouse Long Only Fund
Haven Global Partners, LLCHaven GP WORLDxUS
Heartland Advisors, Inc.Heartland Mid Cap Value Strategy
HGK Asset Management, Inc.HGK Large Cap Value Equity
Income Research & ManagementIR+M Cash Alternative
Insight InvestmentGlobal corporate bond ESG
Invesco, LtdTax-Free Intermediate Term SMA
J.P. Morgan Investment Management Inc.JPM Municipal ETF
Jacobs Levy Equity ManagementSmall Growth (Russell 2500 Growth)
Kennedy Capital Management LLCSmall Cap Growth
Lazard Asset Management LLCEuro High Quality
Lazard Asset Management LLCGlobal Thematic Equity Focus
Lazard Asset Management LLCUS Equity Factor Advantage
Macquarie Asset ManagementDelaware US Government Intermediate Aggregate Bond (SMA)
Madison InvestmentsMadison Corporate Bond Ladder 1-10 Year
Matthews AsiaEmerging Markets Small Companies
MayTech Global Investments LLCMayTech Global Growth
MFS Investment ManagementMFS Blended Research - U.S. Mid Cap Equity
Neuberger Berman Group LLCSmall Cap Growth
Newton Investment Management GroupUS Small Cap Growth Equity
Northern Trust Asset ManagementNT EM Local Currency Government Bond Index Fund
Northern Trust Asset ManagementNT US Asset Backed Index Strategy
Orleans Capital Management CorporationInvestment Grade Core Fixed Income
P/E InvestmentsEnhanced International Equity Strategy
Pier 21 Asset Management Inc. (C WorldWide)Pier 21 International Equity Strategy (C WorldWide)
PIMCOPIMCO RealPath Blend 2030
PIMCOPIMCO RealPath Blend 2035
PineBridge InvestmentsPineBridge High Quality Senior Secured Loans Strategy
Principal Asset ManagementInternational Growth Equity
Principal Asset ManagementPrincipal LifeTime Hybrid CIT 2065
Principal Asset ManagementPrincipal LifeTime Income Fund
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.
Richmond Capital ManagementIntermediate Aggregate
Royal London Asset ManagementRoyal London Global Sustainable Credit
RP Investment AdvisorsRP Alternative Global Bond Strategy
Russell InvestmentsRIML-Russell Investments Australian Cash Fund
Schwab Asset ManagementSchwab Fundamental U.S. Broad Market Index ETF
Schwab Asset ManagementWasmer Schroeder Short Duration Bond
Schwab Asset ManagementWasmer Schroeder Short Duration Bond Wrap
State Street Global AdvisorsSSGA Dow Jones Islamic Market US Total Return Index Strategy
State Street Global AdvisorsU.S. Issuer Scored Corporate Bond Index
Sumitomo Mitsui DS Asset Management Company, Ltd.SMDAM_International Equity Active KOKUSAI
T. Rowe PriceEuro Corporate Bond Strategy
T. Rowe PriceRetirement Blends 2055
Trinity Street Asset Management LLPTrinity Street Global Equity Unhedged Composite
Union Bancaire Privée, UBP SAUBAM - Positive Impact Emerging Equity
Van Eck Associates CorporationVanEck Australian Subordinated Debt Strategy
Vergent Asset Management LLPVergent MENA Opportunities Fund Ltd.
Related News Article
APAC strategies gaining interest from ex-APAC Consultants & Asset Owners
Subscribe to the eVestment Newsfeed

Get the latest news and investment insights delivered weekly straight to your inbox.