Nasdaq eVestment™ / Insights

    Strategies Reaching 5 Year Milestone in Q3 2023




    A total of 248 strategies achieved their 5 year performance track record as of September 30th, 2023 (i.e. the products had inception dates between 7/1/18-9/30/18). A 5 year track record is a significant milestone for a strategy, as consultants and investors often seek strategies with a 5 year track record when running initial screens and/or researching strategies as part of their manager research process*.

    175 firms domiciled across 22 separate countries each saw one or more strategies passing the 5 year milestone. 16% (or 40) of the strategies had a dedicated “ESG/SRI” focus.

    Of the 248 strategies reaching the 5 year milestone, 112 (45%) were Equity strategies; 49 (20%) were Fixed Income; 45 (18%) were Hedge Funds; and 42 (17%) were either Alternative, Balanced or Real Estate focused.

    In addition to surpassing the 5 year mark a number of strategies have raised assets with 37 of the 248 strategies having over $1bn in assets as of September 30th (with an additional 65 having assets between $100m-$1bn).

    From a performance perspective 66 of the 248 strategies not only reached their 5 year track record but also ranked in the top quartile versus their respective peer group (universe). Furthermore, 40 strategies ranked in the top decile versus their peers, listed below:


    Asset Class

    Count of Product Name







    Fixed Income


    Hedge Funds






    ESG Focus

    Count of Product Name







    Firm Name Product Count
    Abakkus Asset Manager LLP 2
    Abraham Trading Co. 2
    abrdn (Aberdeen) 1
    Adelante Capital Management LLC 1
    Advantage Alpha Capital Partners, LP 1
    AGF Investments 2
    Alcova Capital Management LP 1
    Analog Century Management 1
    ANZ New Zealand Investments Ltd 1
    Aon Hewitt Corporation 1
    Aptior Capital 1
    Aptus Capital Advisors 2
    AQR Capital Management LLC 1
    Arca 2
    Ardevora Asset Management 1
    Ares Management LLC 1
    Arrowstreet Capital, Limited Partnership 2
    Ashburton Investments 1
    Astrop Advisory Corporation 1
    AXA Investment Managers 2
    Baillie Gifford & Co 1
    Balondolozi Investment Services 1
    Bantleon AG 1
    Bardin Hill Investment Partners 1
    Betashares Capital Limited 2
    BlackRock 11
    Blackstone Credit 1
    Boston Common Asset Management, LLC 1
    Bramshill Investments, LLC 1
    Burgundy Asset Management Ltd. 2
    Caerus Group 1
    Calculo Capital 1
    Cameron Hume Limited 1
    Capstone Investment Advisors, LLC 1
    Channing Global Advisors LLC 1
    Chartwell Investment Partners 1
    China International Capital Corporation Hong Kong Asset Mana 1
    Christian Brothers Investment Services, Inc. 2
    City of London Investment Management Company Limited 1
    Claret Asset Management Corporation 1
    Cohalo Advisory LLC 1
    Columbia Threadneedle Investments North America 2
    Conning 1
    Craftsman Management 1
    Credit Suisse Asset Management 1
    CRIMSON Asset Management Ltd. 1
    CS McKee 1
    Dalton Investments LLC 1
    Danske Bank Asset Management 1
    Datt Capital 1
    DWS Group 1
    E Fund Management Co., Ltd. 2
    Edmond de Rothschild Asset Management 1
    EFG Asset Management 1
    Emso Asset Management Limited 1
    EQT Fund Management S.à r.l. 1
    ERAAM (Europanel Research and Alternative Asset Management) 1
    Estee Capital LLC 1
    Firm Name Product Count
    Ethical Partners Funds Management 1
    Eversept Partners LP 1
    Fidelity Institutional Asset Management 1
    Fidelity Investments 13
    Fiera Capital Corporation 1
    First Sentier Investors 1
    First Water Capital 1
    Formue Nord A/S 1
    Franklin Resources, Inc. 5
    Golden Nest Capital Management (Hong Kong) Co Limited 1
    Goldenwise Capital Management Inc 1
    Goldman Sachs Asset Management 3
    Graham Capital Management L.P 1
    H2O Asset Management 1
    Hamilton Lane Advisors, L.L.C. 2
    Harvest Volatility Management, LLC 1
    Hashdex Asset Management Ltd 1
    Havelock London Ltd 1
    Haven Global Partners, LLC 1
    Highbridge Capital Management, LLC 1
    Hyperion Capital Advisors 1
    IFM Investors Pty Ltd 1
    iM Global Partner Fund Managers, LLC 2
    Income Research & Management 1
    Inherent Group, LP 1
    Intermediate Capital Group PLC 1
    IvyRock Asset Management (HK) Limited 1
    J.P. Morgan Investment Management Inc. 3
    Janus Henderson Investors 1
    Jasper Capital Hong Kong Limited 1
    Karner Blue Capital, LLC 2
    Kayne Anderson Rudnick Investment Management, LLC 1
    Kepler Partners LLP 1
    Lazard Asset Management LLC 1
    Legal & General Investment Management (LGIM) 4
    Lion Fund Management 2
    Lord, Abbett & Co. LLC 1
    MacKay Shields LLC 1
    Mackenzie Financial Corporation 1
    Macquarie Asset Management 3
    Malde Capital Management, LLC 1
    Man Group 2
    Manulife Investment Management 1
    Marshall Wace LLP 1
    Massachusetts Mutual Life Insurance Company 1
    MFS Investment Management 1
    Miles GL Capital Management 1
    Mindful Wealth Pte. Ltd 1
    Mobius Capital Partners LLP 1
    Montrusco Bolton Investments Inc. 1
    Nesvick Trading Group, LLC 1
    Neuberger Berman Group LLC 1
    Newton Investment Management Group 1
    Nikko Asset Management Co., Ltd. 1
    Ninety One 2
    Northern Trust Asset Management 1
    One River Asset Management, LLC 1
    Orange Investment Advisors, LLC 1
    Palisade Capital Management, LP 1
    Firm Name Product Count
    PanAgora Asset Management, Inc. 1
    Passaic Partners LLC 1
    Pembroke Portfolio Management, Inc 1
    Pence Capital Management, LLC 1
    Penn Square Real Estate Group 1
    PGIM Wadhwani LLP 1
    Picton Mahoney Asset Management 3
    PIMCO 1
    Ping An of China Asset Management (Hong Kong) Co Ltd 1
    Pinnacle Asset Management L.P. 1
    Polar Capital LLP 1
    Polar Star Management SEZC 1
    Primas Asset Management 1
    Principal Asset Management 2
    Qbera Capital LLP 1
    Quantica Capital AG 1
    Redpoint Investment Management Pty Ltd 1
    Riverwater Partners LLC 1
    Robeco Institutional Asset Management B.V. 5
    Rockefeller Capital Management 2
    Rosetta Analytics, Inc. 2
    Rothschild & Co Asset Management US 1
    Russell Investments Canada Limited 1
    Saba Capital Management, L.P. 1
    Santander Asset Management Investment Holdings, S.L. 1
    Schroder Investment Management Limited 1
    Simplex Asset Management Co., Ltd. 2
    Smith Capital Investors. LLC 1
    Soleus Capital 1
    Sompo Asset Management Co.,Ltd. 1
    Spatium Capital 1
    State Street Global Advisors 1
    Sumitomo Mitsui Trust Bank 2
    Sun Life Global Investments (Canada) Inc. 3
    Sundaram Asset Management Company Limited 1
    Surrey Asset Management Pty Ltd 1
    Tactical Global Management 3
    TD Global Investment Solutions 2
    Terebinth Capital (Pty) Ltd 1
    Totem Point Management, LLC 1
    Totus Capital Pty Ltd 1
    Trust Asset Management 1
    Trutino Capital Management, LLC 1
    Two Sigma Advisers, LP; Two Sigma Investments, LP 1
    Union Bancaire Privée, UBP SA 1
    Union Investment Institutional GmbH 1
    Value Partners Hong Kong Limited 1
    Vanguard 2
    Vergent Asset Management LLP 2
    VinaCapital Group 1
    Voloridge Investment Management 1
    WCM Investment Management 3
    Wealhouse Capital Management 1
    Wellington Management Company LLP 1
    Winton Capital Management Limited 1
    Xponance, Inc. 1

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