lists

Strategies surpassing $500M 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 $500 million 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
Aberdeen Standard InvestmentsAustralian Small Companies
Acadian Asset Management LLCNon-U.S. Small-Cap Value Equity
Active Index AdvisorsAIA S&P 1500® (All Cap)
Addenda Capital Inc.Equity - International SRI Solutions
Aegon Asset ManagementAegon Global Sustainable Equity
Aegon Asset ManagementAegon US High Yield ESG
Alatus Capital SAAlatus Long/Short Strategy
Allianz Global InvestorsAllianzGI Global Natural Resources
AlphaFixe Capital Inc.AlphaFixe RendementPlus / ReturnPlus Fund (Canadian CorePlus)
Amundi Asset ManagementGlobal Multi-Asset
Amundi Asset ManagementLatin American Equity
AXA Investment ManagersAsian Short Duration Bonds
Baillie Gifford & CoInternational Smaller Companies
Banque Cantonale Vaudoise, BCVBCV Liquid Altenative Beta
Baron CapitalBaron Small to Mid Cap Growth Strategy
Bivium Capital Partners, LLCBivium International Equity
BlackRockiShares MSCI Emerging Markets ex China ETF
BlueBox Asset Management SABlueBox Global Technology Fund
BMO Global Asset ManagementBMO Low Volatility US Equity ETF (ZLU)
BMO Global Asset ManagementBMO Sustainable Opportunities Global Equity Strategy
Boston Common Asset Management, LLCBoston Common All Country International Equity
Boston Common Asset Management, LLCU.S. Large-Cap Core
Bybrook Capital LLPBybrook Capital Master Fund LP
Calvert Research and ManagementCalvert Developed Markets Ex-U.S. Responsible Index Strategy
Candriam GroupEuropean Small & Mid Caps Equities strategy
CBRE Clarion Securities, LLCCBRE Listed Sustainable Infrastructure Strategy
CCB Principal Asset Management Co. LtdCCB Principal China Bond Fund
Charles Schwab Investment Management, Inc.Schwab 1-5 Year Corporate Bond ETF
Charles Schwab Investment Management, Inc.Schwab California Tax-Free Bond Fund
Charles Schwab Investment Management, Inc.Schwab Target Index Funds 2040
Charles Schwab Investment Management, Inc.Schwab U.S. Large-Cap Value Index Fund
Clinton Investment Management, LLCCIM Municipal Credit Opportunities SMA
Cohen & Steers Capital Management, Inc.Cohen & Steers Global Realty Focus Strategy
Columbia Threadneedle Investments EMEA APACThreadneedle Pan-Europe Equity - Focus
Comgest Global InvestorsComgest US Equity
Commerce Trust CompanyCommerce Large Cap Growth Composite
Confluence Investment Management LLCConfluence Growth & Income
Connor, Clark & Lunn Investment Management Ltd.CC&L Q Group Global Equity Fund
Davidson Investment AdvisorsIntermediate Taxable Fixed Income
Dimensional Fund Advisors LPUS Core Socially Responsible Fixed Income Strategy
DuPont Capital Management CorporationValue Creators-US Large Cap
DWS GroupMulti Credit
E Fund Management Co., Ltd.E Fund Asia Elite Equity Fund (Greater China)
E Fund Management Co., Ltd.E Fund Environmental Protection Fund (China)
E Fund Management Co., Ltd.E Fund Stable Growth Fund (China)
EAM Investors, LLCEAM Micro Cap
Elementum Advisors, LLCElementum Zephyrus Total Return Cat Bond Fund Ltd.
Federated Hermes, Inc.Federated Hermes Int'l Absolute Return Credit
Fidelity InvestmentsFidelity MSCI Materials Index ETF
First Pacific Advisors, LPFPA Flexible Fixed Income
First Pacific Advisors, LPFPA Multi-Advisor
Fred Alger Management, LLCAlger Dynamic Return
Fundsmith LLPFundsmith Emerging Equities Strategy
Gates Capital ManagementECF Value Fund International Ltd.
Great Lakes Advisors, LLC.Disciplined AllCap
Green Century Capital Management, Inc.Green Century Equity Fund
Gurtin Municipal Bond Management, LLCMunicipal Limited Term
GW&K Investment ManagementDiversified Equity Strategy
GW&K Investment ManagementDiversified Equity Strategy (SMA)
Hartford FundsHartford Emerging Markets Equity Fund
HighVista Systematic StrategiesHSS All Country Ex-US Equity
Itau Asset ManagementIt Now PIBB IBRX-50
J.P. Morgan Investment Management Inc.JPM Europe Sustainable
J.P. Morgan Investment Management Inc.JPM Research Managed Volatility
Jennison Associates LLCRising Dividend
Jupiter Asset ManagementGlobal Equity Core
KraneSharesKFA Global Carbon ETF
Legato Capital Management, LLCLegato Small Cap Equities
Legion PartnersLegion Partners Commingled Fund
Longview Asset Management Ltd.Longview Global Equity Portfolio
Lupus alpha Asset Management AGLupus alpha Dividend Champions
M.D. Sass Investors Services and AssociatesMD Sass Concentrated Value
MayTech Global Investments LLCMayTech Global Growth
MFS Investment ManagementMFS Blended Research - International Equity
MFS Investment ManagementMFS Canadian Core Plus Fixed Income
MFS Investment ManagementMFS Global Intrinsic Value
Milford Asset ManagementMilford Dynamic Fund
Muzinich & Co., Inc.Muzinich Emerging Market Corporate Debt
New Century Advisors, LLCU.S. TIPS
Nissay Asset Management CorporationNissay Japan Equity Compound Growth
Northern Trust Asset ManagementNorthern Trust Focus Funds 2055
Nuveen, a TIAA CompanyTIAA Investments International Bond
Octagon Credit Investors, LLCOctagon Structured Credit Investment Grade Debt Composite: AAA/AA/A Blend
Orleans Capital Management CorporationInvestment Grade Core Fixed Income
Parametric Portfolio Associates LLCParametric CC US Large-Mid Cap Value -TM
Pendal Group LimitedPendal High Alpha Fixed Income Fund
PGIM Fixed IncomePGIM Fixed Income Securitized Product (Unconstrained)
Polar Capital LLPPolar Capital Emerging Market Stars Strategy
Principal Global Fixed IncomeEmerging Market Broad
RBC Global Asset ManagementRBC Emerging Markets Multi Strategy Equity
River Road Asset Management, LLCLarge Cap Value Select
Russell InvestmentsRITC Global Real Estate Securities Fund
Schroder Investment Management LimitedIndian equity (AXIS)
Schroder Investment Management LimitedSchroder International Selection Fund (SISF) Global Cities
Segall Bryant & HamillSMID Cap
Sit Investment Associates, Inc.Sit Targeted Opportunity
Sit Investment Associates, Inc.Taxable Municipal
State Street Global AdvisorsSPDR S&P Software & Services ETF (XSW)
Sycomore Asset ManagementSycomore Shared Growth
Sydbank A/SSydbank Emerging Markets Far East Asia Equities
T. Rowe PriceGlobal Value Equity Strategy
Thompson, Siegel & Walmsley LLCTSW Multi-Asset Income
Trend Capital Management LPTrend Macro Onshore LP
Trillium Asset Management LLCLarge Cap Core
Troy Asset Management LimitedTroy Ethical Multi-Asset Strategy
UBS Asset ManagementUS Sustainable Equity
Union Bancaire Privée, UBP SAU Access (IRL) GCA Credit Long/Short UCITS
VanguardVanguard Global ESG Select Stock Fund
Vanguard Investments AustraliaVanguard Global Infrastructure Fund (Hedged)
Waha CapitalWaha CEEMEA Credit Fund
Waha CapitalWaha MENA Equity Fund SP
Waratah Capital Advisors Ltd.Waratah Performance
Wellington Management Company LLPAsia Technology
Wellington Management Company LLPGlobal Research Equity Extended
Wellington Management Company LLPJapan Special Situations
Wellington Management Company LLPOpportunistic Inflation Sensitive Bond
Wellington Management Company LLPSmall Companies
Wellington Management Company LLPUS Value Factor Opportunities
Wells Fargo Asset ManagementU.S. Adjustable Rate Mortgage
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