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 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 Name | Product Name |
|---|---|
| 360 ONE Asset Management Ltd. | 360 ONE Focused Equity Fund |
| Acadian Asset Management LLC | European ex-U.K. Equity |
| Amalgamated Bank | LongView Core Bond Fund |
| ARGA Investment Management, LP | ARGA 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 & Co | Investment Grade Bonds |
| Baird Advisors | Municipal Bond |
| Bay Point Advisors | Bay Point Capital Partners II |
| BlackRock | BlackRock Fundamental Equities Emerging Markets Sustainable |
| BlackRock | iShares MSCI USA Size Factor ETF |
| BNY Mellon Investment Adviser, Inc. | BNY Mellon Global Emerging Markets Fund |
| C WorldWide Asset Management Fondsmaeglerselskab A/S | C Worldwide International Equities |
| Calvert Research and Management | Calvert Core Bond Strategy |
| Conning | Securitized |
| Cookson, Peirce and Co., Inc. | Cookson Peirce All Cap Equity MA |
| Copeland Capital Management, LLC | Large Cap Dividend Growth Equity |
| CQS (UK) LLP | CQS Dynamic Credit Multi Asset Fund |
| Dimensional Fund Advisors LP | World ex AU Large Cap Value Strategy |
| Federated Hermes, Inc. | Federated Hermes MDT Large Cap Growth Institutional |
| Fidelity Canada Institutional | FIAM Canadian Long Bond Core Plus |
| Fidelity International | European (ex UK) Equities |
| Fidelity Investments | Fidelity Advisor Freedom 2060 |
| Fidelity Investments | Fidelity Low Volatility Factor ETF |
| Fidelity Investments | Fidelity Short Duration High Income Fund |
| Fidelity Investments | Fidelity Small Cap Growth Index Fund |
| Franklin Resources, Inc. | Templeton Hong Kong Equity |
| Grantham, Mayo, Van Otterloo & Co. LLC | GMO U.S. Treasury Strategy |
| Greenhouse Funds LLLP | Greenhouse Long Only Fund |
| Haven Global Partners, LLC | Haven GP WORLDxUS |
| Heartland Advisors, Inc. | Heartland Mid Cap Value Strategy |
| HGK Asset Management, Inc. | HGK Large Cap Value Equity |
| Income Research & Management | IR+M Cash Alternative |
| Insight Investment | Global corporate bond ESG |
| Invesco, Ltd | Tax-Free Intermediate Term SMA |
| J.P. Morgan Investment Management Inc. | JPM Municipal ETF |
| Jacobs Levy Equity Management | Small Growth (Russell 2500 Growth) |
| Kennedy Capital Management LLC | Small Cap Growth |
| Lazard Asset Management LLC | Euro High Quality |
| Lazard Asset Management LLC | Global Thematic Equity Focus |
| Lazard Asset Management LLC | US Equity Factor Advantage |
| Macquarie Asset Management | Delaware US Government Intermediate Aggregate Bond (SMA) |
| Madison Investments | Madison Corporate Bond Ladder 1-10 Year |
| Matthews Asia | Emerging Markets Small Companies |
| MayTech Global Investments LLC | MayTech Global Growth |
| MFS Investment Management | MFS Blended Research - U.S. Mid Cap Equity |
| Neuberger Berman Group LLC | Small Cap Growth |
| Newton Investment Management Group | US Small Cap Growth Equity |
| Northern Trust Asset Management | NT EM Local Currency Government Bond Index Fund |
| Northern Trust Asset Management | NT US Asset Backed Index Strategy |
| Orleans Capital Management Corporation | Investment Grade Core Fixed Income |
| P/E Investments | Enhanced International Equity Strategy |
| Pier 21 Asset Management Inc. (C WorldWide) | Pier 21 International Equity Strategy (C WorldWide) |
| PIMCO | PIMCO RealPath Blend 2030 |
| PIMCO | PIMCO RealPath Blend 2035 |
| PineBridge Investments | PineBridge High Quality Senior Secured Loans Strategy |
| Principal Asset Management | International Growth Equity |
| Principal Asset Management | Principal LifeTime Hybrid CIT 2065 |
| Principal Asset Management | Principal 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 Management | Intermediate Aggregate |
| Royal London Asset Management | Royal London Global Sustainable Credit |
| RP Investment Advisors | RP Alternative Global Bond Strategy |
| Russell Investments | RIML-Russell Investments Australian Cash Fund |
| Schwab Asset Management | Schwab Fundamental U.S. Broad Market Index ETF |
| Schwab Asset Management | Wasmer Schroeder Short Duration Bond |
| Schwab Asset Management | Wasmer Schroeder Short Duration Bond Wrap |
| State Street Global Advisors | SSGA Dow Jones Islamic Market US Total Return Index Strategy |
| State Street Global Advisors | U.S. Issuer Scored Corporate Bond Index |
| Sumitomo Mitsui DS Asset Management Company, Ltd. | SMDAM_International Equity Active KOKUSAI |
| T. Rowe Price | Euro Corporate Bond Strategy |
| T. Rowe Price | Retirement Blends 2055 |
| Trinity Street Asset Management LLP | Trinity Street Global Equity Unhedged Composite |
| Union Bancaire Privée, UBP SA | UBAM - Positive Impact Emerging Equity |
| Van Eck Associates Corporation | VanEck Australian Subordinated Debt Strategy |
| Vergent Asset Management LLP | Vergent MENA Opportunities Fund Ltd. |