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654 strategies from 342 firms added to eVestment in Q1
12 April 2021
Every quarter, hundreds of new institutional strategies are added to eVestment. Some are from emerging managers and hedge funds; others are from established firms with new offerings to meet investor needs. If you're a manager or hedge fund establishing an institutional brand, or an institutional asset owner researching strategies, eVestment can help. Learn more: solutions@evestment.com
By Russ Elliott | Head of Asset Management Market Intelligence

eVestment typically sees about 500 strategies added in a quarter, but Q1 well outpaced the average with 654 strategies added from 342 firms. This expansion was truly global, with reporting firms domiciled in 28 different countries, including India, Chile, Russia, Norway, France and Japan. The vast majority were active strategies (489 or 93% of the total.)

Strategies Added in Q1 By Asset Class

Asset ClassCount
Equity288
Fixed Income185
Hedge Funds73
Balanced/Multi-Asset71
Alternatives26
Real Estate11
Grand Total654

Firms Adding 5+ Strategies in Q1

Firm NameStrategies Added
BlackRock34
ALPS Advisors, Inc.16
Wells Fargo Asset Management14
Tokio Marine Asset Management Co., Ltd.13
Advisors Capital Management12
Invesco, Ltd8
Parametric Portfolio Associates LLC7
PIMCO7
UBS Asset Management7
Union Investment Institutional GmbH7
Aberdeen Standard Investments6
AQR Capital Management LLC6
Charles Schwab Investment Management, Inc.6
Dimensional Fund Advisors LP6
First Trust Advisors L.P.6
Neuberger Berman6
PGIM Fixed Income6
Wellington Management Company LLP6
Allianz Global Investors5
Lazard Asset Management LLC5
Legal & General Investment Management5
T. Rowe Price5
Wasmer, Schroeder & Company, LLC.5

Strategies Added in Q1 By Asset Class & Region

Alternatives
RegionCount
EMEA1
Germany2
Global14
Global Emg Mkts3
North America1
Pan-European1
United Kingdom1
United States3
Total Alternatives26
Balanced/Multi-Asset
RegionCount
ACWI1
Global48
Global Emg Mkts1
United States21
Total Balanced/Multi-Asset71
Equity
RegionCount
ACWI2
ACWI Ex-US15
Asia Pacific4
Asia Pacific ex-Japan2
Australia1
Brazil1
Canada5
China11
EAFE11
EMEA4
Europe ex-UK3
Eurozone2
Frontier Markets2
Global94
Global Emg Mkts20
Global ex-Japan3
Greater China3
India6
Italy1
Japan6
Latin America2
MENA1
Nordic1
North America6
Pan-European8
Southeast Asia1
United Kingdom4
United States69
Total Equity288
Fixed Income
RegionCount
ACWI2
Africa1
Asia Pacific5
Asia Pacific ex-Japan2
Australia2
Canada5
China9
Denmark1
EMEA2
Europe ex-UK1
Eurozone2
Global39
Global Emg Mkts29
Global ex-Japan18
India2
Japan4
Latin America1
North America2
Pan-European3
United States55
Total Fixed Income185
Hedge Funds
RegionCount
Asia Pacific2
Asia Pacific ex-Japan1
China2
Eurozone2
Global37
Global Emg Mkts1
Nordic1
North America3
Pan-European2
United Kingdom1
United States21
Total Hedge Funds73
Real Estate
RegionCount
Canada2
Europe ex-UK1
Global2
United Kingdom1
United States5
Total Real Estate11

NOTE
It’s important to distinguish “date added” from “inception date.” Of the strategies added Q1, inception dates ranged from 1979 to 2021, with 41 strategies incepted in 2021. Managers may choose to wait to add a strategy for several reasons – often waiting until it hits a 3-year track record or another milestone. Many of the strategies added in Q1 had significant AUM, with 59 having more than $1bn as of 4Q20.

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