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    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.

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    A total of 119 strategies surpassed the notable AuM threshold of $1bn as of Q1 2025 (when comparing the previous four quarters strategy level AuM). These strategies are managed by 68 firms domiciled across 11 countries. The strategies included:

    • 41 Equity, 58 Fixed Income, 10 Hedge and 10 Balanced strategies
    • 73 of these strategies integrate ESG considerations into their respective investment process

    Such milestones are important for institutional investors as they often screen for strategies of a particular size when conducting manager research, 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! The firms below had two or more strategies that passed the $1bn as of 1Q25:

    Firm Name# of Strategies
    Nuveen, a TIAA Company22
    BNP Paribas Asset Management6
    MFS Investment Management4
    BlackRock3
    BMO Asset Management (Canada)3
    J.P. Morgan Investment Management Inc.3
    Lord, Abbett & Co. LLC3
    NS Partners Ltd3
    T. Rowe Price3
    Wellington Management Company LLP3
    Fidelity Investments2
    Franklin Resources, Inc.2
    Invesco, Ltd2
    Principal Asset Management2
    Schwab Asset Management2
    State Street Global Advisors2
    Systematica Investments2
    UBS Asset Management2

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