Managers aren't just competing against a benchmark. They're competing against an entire universe of other active managers. With eVestment data, manager performance is put in context with peer rankings, creating deeper insight for institutional allocators and better product positioning for managers. Request a tour of eVestment: solutions@evestment.com.
Equity Strategies
| Asset Class | Strategy | eVestment Primary Universe | Firm Location |
|---|---|---|---|
| Equity | Jennison Associates LLC: Global Next Generation Equity Opportunities | Global Small-Mid Cap Equity | United States |
| Equity | Guinness Asset Management Ltd: Global Energy | Global Sector Focus Equity | United Kingdom |
| Equity | Vanguard: Vanguard Energy Fund | Global Sector Focus Equity | United States |
| Equity | Dynamic & Scotia Funds: Dynamic Energy Income | Global Sector Focus Equity | Canada |
| Equity | Dynamic & Scotia Funds: Dynamic Strategic Energy Class | Global Sector Focus Equity | Canada |
Fixed Income Strategies
| Asset Class | Strategy | eVestment Primary Universe | Firm Location |
|---|---|---|---|
| Fixed Income | Spectrum Asset Management Inc.: Spectrum SMA Preferred Securities (Standard) | SMA/Wrap - Global Fixed Income | United States |
| Fixed Income | BlueBay Asset Management LLP: BlueBay Global Sovereign Opportunities Strategy | Global Government Fixed Income | United Kingdom |
| Fixed Income | Spectrum Asset Management Inc.: Spectrum SMA Preferred NRC | SMA/Wrap - Global Fixed Income | United States |
| Fixed Income | Nikko Asset Management Co., Ltd.: Nikko AM Global Green Bond Fund | Global Credit Fixed Income | Japan |
| Fixed Income | Blackstone Credit (previously GSO Capital and DCI): Blackstone Low Carbon Euro Short Duration Corporate Bond | Global Credit Fixed Income | United States |
Products must be classified in an eVestment roll-up, secondary, and/or primary universe for inclusion. Managers must have reported May 2022 performance by 20 June 2022 in gross-of-fees for inclusion. Comparisons based on May 2022 returns in USD. Products reporting in non-USD currencies were converted to USD using EOM spot rates. List includes the top 5 equity and top 5 fixed income strategies.