Mountains

    Nasdaq eVestment™ / Insights

    Strategies surpassing $1B in assets under management

    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.

    A total of 111 strategies surpassed the notable AuM threshold of $1 billion 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
    Aegon Asset Management Aegon Global Short Dated Climate Transition
    Aikya Investment Management Limited Aikya Global Emerging Markets Strategy
    Allspring Global Investments Special Global Small Cap Equity
    Alta Capital Management All Cap Quality Growth
    American Century Investments Non-U.S. Concentrated Growth (EAFE Plus)
    Amundi Asset Management Latin American Equity
    AQR Capital Management LLC U.S. Relaxed Constraint
    Aristotle Atlantic Partners, LLC Core Equity
    Bahl & Gaynor, Inc. Small/Mid Cap Income Growth
    Baillie Gifford & Co Investment Grade Bonds
    Baron Capital Baron Focused Growth Strategy
    Baron Capital Baron High Growth Strategy
    BlackRock iShares MSCI Intl Momentum Factor ETF
    BlackRock iShares MSCI USA Size Factor ETF
    BlackRock MSCI Emerging Markets IMI Index
    Blackstone Credit Blackstone Global Investment Grade Corporate
    BNP Paribas Asset Management Circular Economy Leaders
    BNP Paribas Asset Management Euro Corporate Bond SRI PAB 3-5 Year Index
    BNP Paribas Asset Management Global Shariah-Compliant Equities
    BNP Paribas Asset Management Global Sukuk
    BNP Paribas Asset Management Japan ESG Filtered Min TE Passive Equities
    BNY Mellon Investment Adviser, Inc. BNY Mellon Worldwide Growth Fund
    Brandywine Global Investment Management, LLC Diversified Small Cap Value Select Equity
    Brown Advisory, LLC Brown Advisory Sustainable Core Fixed Income
    Camden Asset Management, L.P. Camden Bonds Plus Fund
    Campbell Newman Asset Management, Inc. Large Cap Dividend Growth
    Clinton Investment Management, LLC CIM Municipal Credit Opportunities SMA
    Columbia Threadneedle Investments International Threadneedle Global Developed Market Equity
    Confluence Investment Management LLC Confluence AA Growth & Income
    Diamond Hill Capital Management, Inc. Diamond Hill Core Bond
    Donald Smith & Co., Inc. All Cap Value Equity
    DWS Group Total Return Bond
    EARNEST Partners, LLC Global Equities
    Fidelity Institutional Asset Management Spartan Extended Market Index Pool
    Fidelity International Moneybuilder Dividend
    Fidelity International Sustainable Eurozone Equity
    Fidelity International UK Select Equity
    Fidelity Investments Fidelity Advisor Communications Sevices Fund
    Fidelity Investments Fidelity Advisor Freedom 2055
    Fidelity Investments Fidelity Advisor Leveraged Company Stock Fund
    First Eagle Investment Management, LLC US Small Cap Strategy
    Fisch Asset Management AG Global High Yield Bonds
    Fisher Investments US Total Return ESG
    GAMCO Asset Management GAMCO Large Cap Growth
    Goldman Sachs Asset Management Global Small Cap Equity Insights
    Guardian Capital LP Guardian Canadian Targeted Exposure Strategy
    HSBC Global Asset Management Limited Global Short Duration Fixed Income
    Impax Asset Management Group plc Impax International Sustainable Economy Strategy
    Indus Capital Partners LLC Indus Japan Long Only Strategy
    Insight Investment Global corporate bond ESG
    Invesco, Ltd UK Enhanced
    J.P. Morgan Investment Management Inc. JPM US Structured Small Cap Core
    J.P. Morgan Investment Management Inc. JPMCB SmartRetirement Passive Blend Fund 2060
    Joh. Berenberg, Gossler & Co. KG Berenberg European Small Cap (Peter Kraus)
    Jupiter Asset Management Global Equity Ecology
    Lazard Asset Management LLC International Quality Growth
    LGT Capital Partners Limited LGT EM Frontier LC Bond Sub-Fund
    Firm Name Product Name
    Loomis, Sayles & Company, L.P. Long Credit Disciplined Alpha
    M&G Investments M&G (Lux) Episode Growth Fund
    M&G Investments M&G Japan Fund
    M&G Investments M&G Short Dated Corporate Bond Fund
    Martin Currie Investment Management Ltd International Long-Term Unconstrained Equity
    Martin Currie Investment Management Ltd Martin Currie Sustainable International Equity (SMA) - Composite
    Minneapolis Portfolio Managers Group All Cap Value
    Moneda Asset Management Moneda Latin America Equities
    Morgan Stanley Investment Management Eaton Vance Focused Value Opportunities Equity
    Morgan Stanley Investment Management Total Return Bond (formerly Eaton Vance)
    Nedgroup Investments Ltd Nedgroup Investments Global Emerging Markets Equity Fund
    Newton Investment Management Group US Large Cap Equity
    Nicholas Company, Inc. Nicholas Mid Cap Growth Equity
    Ninety One Ninety One Asia Pacific ex Japan Equity
    Northern Trust Asset Management NT Emerging Markets Small Cap Index Equity Strategy
    Northern Trust Asset Management NT Quality Large Cap Core US Strategy
    Nuveen, a TIAA Company ESG Large-Cap Growth
    Nuveen, a TIAA Company ESG Small-Cap
    Nuveen, a TIAA Company Long Term Municipal Bond SMA
    ODDO BHF Asset Management ODDO BHF Algo Trend US
    Parametric Portfolio Associates LLC Parametric TABS Managed Muni Long SMA
    Parametric Portfolio Associates LLC Parametric TABS Managed Muni Short SMA
    Parametric Portfolio Associates LLC Parametric TABS Municipal Ladder Long Plus
    PineBridge Investments PineBridge Dynamic Fixed Income Strategy
    PineBridge Investments PineBridge Global Opportunistic DM Credit Strategy
    PineBridge Investments PineBridge India Equity Strategy
    Polen Capital Management, LLC Polen Emerging Markets Growth
    Principal Asset Management Long Duration Credit
    Principal Asset Management Principal LifeTime Hybrid CIT Income Fund
    Pugh Capital Management, Inc. Long Corporate Strategy
    Putnam Investments Putnam U.S. Small Cap Growth Equity
    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.
    Sage Advisory Services, Ltd. Co. Intermediate Term Corporate Fixed Income
    Sands Capital Management, LLC Sands Capital Technology Innovators
    Segall Bryant & Hamill Short Term Fixed Income
    Silvant Capital Management LLC Silvant Focused Large Cap Growth Strategy
    State Street Global Advisors All World Equity Climate Balanced Multi-Factor Index
    State Street Global Advisors Bloomberg Barclays Sterling Corporate Bond Index Strategy
    State Street Global Advisors Target Retirement 2065
    State Street Global Advisors UK Conventional Gilts All Stocks Fund
    Sumitomo Mitsui DS Asset Management Company, Ltd. DS_Japan Equity Small Cap Absolute Value
    Sumitomo Mitsui Trust Bank Global Index Plus E42
    Sumitomo Mitsui Trust Bank Japan Fundamental Value
    T. Rowe Price Retirement Blends 2025
    TD Global Investment Solutions TD Greystone Long Private Debt
    The TCW Group, Inc. TCW High Yield
    Tokio Marine Asset Management Co., Ltd. Japanese Equity Focus
    Transamerica Asset Management, Inc. Transamerica Unconstrained Bond
    Vanguard Vanguard Russell 2000 Growth Index
    Vanguard Vanguard Target Retirement Trust II 2065
    Victory Capital Management Inc. RS Science And Technology
    Wellington Management Company LLP Global Select Capital Appreciation
    Xponance, Inc. Xponance Russell 1000 Index Strategy

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