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524 new strategies added to the eVestment database in Q3 2020
15 October 2020

There are currently over 23,000 strategy listings within the eVestment platform. During Q3 2020, a total of 524 strategies were added to the database across 264 separate investment management firms headquartered across 32 different countries.

While approximately half (256) of the strategies added were from US based firms; firms headquartered in Australia, Canada, France, Germany, Hong Kong, Japan, Switzerland and the United Kingdom all saw double digit product additions. Equities saw the largest number of additions (241), followed by fixed income with 104 strategies added.

Strategies Added to eVestment in Q3 2020

Asset ClassCount
Alternative24
Balanced/Multi-Asset73
Equity241
Fixed Income104
Hedge Funds75
Real Estate7
Grand Total524

Outside of geographically diverse strategies (Global/EM/Intl), Chinese focused strategies continued to see notable growth with 25 strategy additions where the associated products had a geographic focus in the Greater China region. A breakdown of the geographic focus of all strategies added in 3Q20 can be seen below:

Strategies Added By Geographic Focus

LocationCount
ACWI7
ACWI Ex-US6
Asia Pacific12
Asia Pacific ex-Japan1
Australia8
Brazil2
Canada14
China13
Chinese Taipei4
Denmark4
EAFE9
EMEA3
Europe ex-UK10
Eurozone15
Finland1
Global203
Global Emg Mkts12
Global ex-Japan1
Greater China8
India9
Japan15
MENA1
Mexico1
New Zealand3
Nordic5
North America8
Norway2
Pan-European14
Switzerland3
United Kingdom2
United States128

Across the Equity landscape, US Equity strategies saw the greatest number of strategy additions (67), flowed by Global (64) and International (ACWI ex-US & EAFE – 15). However, as a percentage of total universe strategies, Norwegian Equities saw the largest growth at 22% (with two strategy additions).

Within fixed income, Globally focused strategies accounted for the largest increase (36), followed by US focused fixed income strategies (29). Europe ex-UK saw the largest growth on a percentage basis at 33% within the Fixed Income space.

It is important to distinguish between ‘date added’ and ‘inception date’ of the strategies added during Q3 2020. Many of these strategies were launched in the past and not just during Q3 2020 (six of the strategies added actually have inception dates prior to 1990). Only 32 of the 524 strategies were ‘launched’ and had inception dates in Q3 2020. There are various reasons why a manager may choose to wait until they ‘add’ a strategy to a database, perhaps waiting until they reach a certain milestone such as the 3-year track record.

A breakdown of the strategies, by asset class and region, that were added during Q3 2020 can be found below:

Alternative Strategies

RegionCount
Australia1
EMEA1
Eurozone1
Global11
Global ex-Japan1
Japan2
Pan-European4
United Kingdom1
United States2
Total Alternatives24

Balanced/Multi-Asset Strategies

RegionCount
Canada6
Europe ex-UK1
Eurozone2
Global49
Greater China1
New Zealand1
Nordic1
North America5
United States7
Total Balanced/Multi-Asset73

Equity Strategies

RegionCount
ACWI7
ACWI Ex-US6
Asia Pacific1
Asia Pacific ex-Japan1
Australia7
Brazil2
Canada3
China9
Chinese Taipei4
EAFE9
EMEA2
Europe ex-UK7
Eurozone5
Finland1
Global64
Global Emg Mkts10
Greater China2
India7
Japan12
Mexico1
Nordic2
North America2
Norway2
Pan-European5
Switzerland2
United Kingdom1
United States67
Total Equity241

Fixed Income Strategies

RegionCount
Asia Pacific6
Canada5
China4
Denmark3
Europe ex-UK2
Eurozone7
Global36
Global Emg Mkts2
India2
Japan1
MENA1
New Zealand2
Pan-European3
Switzerland1
United States29
Total Fixed Income104

Hedge Fund Strategies

RegionCount
Asia Pacific5
Denmark1
Global39
Greater China5
Nordic2
North America1
Pan-European1
United States21
Total Hedge Funds75

Real Estate Strategies

RegionCount
Global4
Pan-European1
United States2
Total Real Estate7
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