Asset Managers

Nasdaq eVestment™ / Insights

Top Viewed Strategies by Global Asset Owners & Consultants

Well before adjusting allocation models or approving manager searches or replacements, asset owners and their consultants conduct extensive research in Nasdaq eVestment™. Therefore, this research activity serves as a leading indicator of how institutional assets are likely to move in quarters to come. Managers use this data to quantify interest in their products, evaluate their brand visibility and continually improve their database marketing strategy.

Alternative & Hedge Fund Balanced/Multi-Asset Emerging Alternative & Hedge Fund Emerging Traditional Equity Fixed Income Newly Added ESG Real Estate Universes

Based on global consultant & asset owner viewership in February, 2024. Products must be classified in Nasdaq eVestment's™ All ESG-Focused secondary universe for inclusion in the ESG list. Newly added products are those that have been added to the eVestment database in the last 180 days. An emerging alt/hedge fund is defined as having a firm AUM of <$500MM USD. An emerging traditional firm is defined as having a firm AUM of <$2.5BN USD.

Top Viewed Alternative and Hedge Fund Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
1060 Capital Management: 1060 Capital Opportunity Fund, LP	Relative Value - Market Neutral Equity	United States
Trium Capital LLP: Trium Larissa Global Macro Fund	Macro - Discretionary	United Kingdom
Driehaus Capital Management LLC: Driehaus Event Driven Fund	Event Driven - Multi-Strategy	United States
Varde Partners Inc: Värde Investment Partners (VIP)	Event Driven - Distressed	United States
Neo-Criterion Capital Limited: NCC China A-Share Master Fund	Fundamental - Long Only Equity	Hong Kong
Capital Fund Management SA: CFM Discus	Managed Futures - Quantitative	France
Weiss Asset Management LP: Brookdale International Partners, L.P.	Relative Value - Capital Structure Relative Value	United States
Marshall Wace Asset Management Ltd: Marshall Wace - MW Eureka Fund	Relative Value - Market Neutral Equity	United Kingdom
14B Capital Management LP: 14B Investment Fund LLC	Event Driven - Special Situations	United States
Glazer Capital LLC: Glazer Enhanced Fund, L.P.	Event Driven - Merger/Risk Arbitrage	United States
Bridgewater Associates, LP: Bridgewater Pure Alpha Major Markets	Macro - Multi-Strategy	United States
Alcentra Ltd: Alcentra Structured Credit Opportunity Fund II	Fundamental - Long/Short Credit	United Kingdom
AQR Capital Management LLC: Alternative Trends Strategy	Macro - Quantitative	United States

Top Viewed Balanced/Multi-Asset Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
State Street Global Advisors: Real Asset Strategy	Liquid Real Assets	United States
PIMCO: Inflation Response Multi-Asset	Liquid Real Assets	United States
Ruffer LLP: Global Absolute Return Strategy	Diversified Growth Funds	United Kingdom
TD Global Investment Solutions: TD Balanced	Global Balanced	Canada
BlackRock: Market Advantage (Risk Parity)	Diversified Growth Funds	United States
PIMCO: All Asset Strategy	Global Tactical Asset Allocation	United States
RBC Global Asset Management: PH&N Balanced Pension Trust	Canadian Balanced	Canada
Man Group: Man AHL TargetRisk	All Lifestyle/Target Risk Moderate-Aggressive	United Kingdom
Schroder Investment Management Limited: Diversified Growth / GTAA	Diversified Growth Funds	United Kingdom
Principal Asset Management: Principal Diversified Real Asset	Liquid Real Assets	United States
Nordea Asset Management: Stable Return - Diversified Growth Strategy	Diversified Growth Funds	Sweden
PineBridge Investments: PineBridge Global Dynamic Asset Allocation Portfolio	Global Tactical Asset Allocation	United States
DWS Group: DWS Real Assets Strategy	Liquid Real Assets	Germany
CI Investments Inc.: CI Canadian Balanced Fund	Canadian Balanced	Canada
First Pacific Advisors, LP: FPA Contrarian Value	Global Tactical Asset Allocation	United States
Bridgewater Associates, LP: Bridgewater All Weather 10% Volatility Strategy	Global Balanced	United States

Top Viewed Emerging Alternative and Hedge Fund Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
1060 Capital Management: 1060 Capital Opportunity Fund, LP	Relative Value - Market Neutral Equity	United States
Neo-Criterion Capital Limited: NCC China A-Share Master Fund	Fundamental - Long Only Equity	Hong Kong
Pura Vida Investments, LLC: Pura Vida Master Fund	Relative Value - Market Neutral Equity	United States
Strategic Capital, Inc.: Japan Up Unit Trust	Fundamental - Long Only Equity	Japan
Elizabeth Park Capital Management: Elizabeth Park Bank Consolidation Fund LP	Fundamental - Long Only Equity	United States
13D Management: 13D Activist (40 ACT)	Event Driven - Activist	United States
Miri Capital Management, LLC: Market Interface Relational Investing(MIRI) Strategic Emerging Markets	Not yet classified to an eVestment primary universe	United States
QVIDTVM Management LLC: QVIDTVM	Fundamental - Long Only Equity	United States
Mulvaney Capital Management: Mulvaney Global Markets Fund	Managed Futures - Quantitative	United Kingdom
Miri Capital Management, LLC: Market-Interface Relational Investing(MIRI) Emerging Markets Strategy	Not yet classified to an eVestment primary universe	United States

Top Viewed Emerging Manager Traditional Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
Cape Ann Asset Management Limited: Cape Ann Global Developing Markets Fund	Global Emerging Mkts All Cap Value Equity	United Kingdom
Summit Creek Advisors, LLC: Small Cap Growth	US Small Cap Growth Equity	United States
Nipun Capital, L.P.: Nipun Emerging Markets Alpha Strategy	Global Emerging Mkts All Cap Core Equity	United States
Aubrey Capital Management Limited: Aubrey Global Emerging Markets Strategy	Global Emerging Mkts All Cap Growth Equity	United Kingdom
Denali Advisors, LLC: Denali Network Value Small	US Small Cap Value Equity	United States
Sephira Investment Advisors (UK) Limited: Sephira Global Emerging Markets Equity	Global Emerging Mkts Large Cap Value Equity	United Kingdom
MayTech Global Investments LLC: MayTech Global Growth	Global All Cap Growth Equity	United States
Heard Capital: Heard Capital High Conviction Long Only	US All Cap Core Equity	United States
Longview Asset Management Ltd.: Longview Global Equity Portfolio	Not yet classified to an eVestment primary universe	Canada
12th Street Asset Management Company LLC: 12th Street Opportunity	US All Cap Value Equity	United States
Ardevora Asset Management: Ardevora Global Long-only Equity	Global All Cap Core Equity	United Kingdom

Top Viewed Equity Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
GQG Partners LLC: GQG Partners Emerging Markets Equity	Global Emerging Mkts Large Cap Growth Equity	United States
Arrowstreet Capital, Limited Partnership: Global Equity - ACWI	Global All Cap Core Equity	United States
GQG Partners LLC: GQG Partners Global Equity	Global Large Cap Growth Equity	United States
Baillie Gifford & Co: Global Alpha	Global All Cap Growth Equity	United Kingdom
Walter Scott & Partners Limited: Walter Scott Global Strategy	Global All Cap Growth Equity	United Kingdom
GQG Partners LLC: GQG Partners International Equity	ACWI ex-US Large Cap Growth Equity	United States
Fiera Capital Corporation: Fiera Capital Global Equity	Global Large Cap Core Equity	Canada
Baillie Gifford & Co: Long Term Global Growth	Global All Cap Growth Equity	United Kingdom
Connor, Clark & Lunn Investment Management Ltd.: CC&L Q Emerging Markets Equity	Global Emerging Mkts All Cap Core Equity	Canada
Dodge & Cox: Dodge & Cox U.S. Equity	US Large Cap Value Equity	United States

Top Viewed Fixed Income Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
Baird Advisors: Core Plus Bond	US Core Plus Fixed Income	United States
Loomis, Sayles & Company, L.P.: Core Plus Fixed Income	US Core Plus Fixed Income	United States
BlackRock: Total Return	US Core Plus Fixed Income	United States
Dodge & Cox: Dodge & Cox Discretionary Core Fixed Income	US Core Fixed Income	United States
Western Asset Management Company, LLC: WA US Core Plus	US Core Plus Fixed Income	United States
PIMCO: Income Strategy	Global Multi-Sector Fixed Income	United States
PIMCO: Core Plus - Total Return Full Authority	US Core Plus Fixed Income	United States
Income Research + Management: IR+M Aggregate	US Core Fixed Income	United States
BlackRock: Strategic Income Opportunities (SIO) (Unconstrained US Domiciled)	Global Unconstrained Fixed Income	United States
RBC Global Asset Management: PH&N Canadian Core Plus Bond	Canadian Core Plus Fixed Income	Canada
Baird Advisors: Core Bond	US Core Fixed Income	United States

Top Viewed Newly Added Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
Global Delta Capital LLC: Global Delta Emerging Markets Equity	Not yet classified to an eVestment primary universe	United States
Grantham, Mayo, Van Otterloo & Co. LLC: GMO Quality Investment Strategy	Global Large Cap Core Equity	United States
14B Capital Management LP: 14B Investment Fund LLC	Event Driven - Special Situations	United States
Scott Investment Partners LLP: US Equity - Active Long Only	US All Cap Growth Equity	United Kingdom
Crestpoint Real Estate Investments Ltd.: Crestpoint Commercial Mortgage Limited Partnership	Canadian Mortgage Fixed Income	Canada
Neuberger Berman Group LLC: Global Concentrated Opportunistic	Global All Cap Core Equity	United States
Hunter Perkins Capital Management, LLC: Hunter Capital Long Only Small Cap Value	US Small Cap Value Equity	United States
Arrowstreet Capital, Limited Partnership: Arrowstreet Global Equity - ACWI Universal	Not yet classified to an eVestment primary universe	United States
American Century Investments: Avantis U.S. Small Cap Equity	US Small Cap Core Equity	United States
TPG Global, LLC: TPG Public Equity Partners Long Opportunities Fund	Not yet classified to an eVestment primary universe	United States
State Street Global Advisors: SSgA World index Equity Fund	Not yet classified to an eVestment primary universe	United States

Top Viewed ESG Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
Generation Investment Management LLP: Global Equity	Global Large Cap Core Equity	United Kingdom
RBC Global Asset Management: RBC Emerging Markets Equity	Global Emerging Mkts All Cap Core Equity	Canada
RBC Global Asset Management: RBC Global Focus Equity	Global All Cap Core Equity	Canada
Ownership Capital B.V.: Global Equity Investment Strategy	Global Large Cap Core Equity	Netherlands
Brown Advisory, LLC: Brown Advisory Large-Cap Sustainable Growth	US Large Cap Growth Equity	United States
Montrusco Bolton Investments Inc.: Montrusco Bolton Global Equity	Global Large Cap Growth Equity	Canada
Aikya Investment Management Limited: Aikya Global Emerging Markets Strategy	Global Emerging Mkts All Cap Core Equity	United Kingdom
Impax Asset Management Group plc: Impax Leaders Strategy	Global All Cap Core Equity	United Kingdom
Parnassus Investments, LLC: Parnassus Core Equity	US Large Cap Core Equity	United States
Ariel Investments, LLC: Ariel Small/Mid Cap Value	US Small-Mid Cap Value Equity	United States

Top Viewed Real Estate Strategies by Global Asset Owners & Consultants

Strategy	Primary Universe	Firm Location
Crestpoint Real Estate Investments Ltd.: Crestpoint Core Plus Real Estate Fund	Canadian Private Real Estate	Canada
TD Global Investment Solutions: TD Greystone Real Estate Fund Inc.	Canadian Private Real Estate	Canada
BentallGreenOak: Prime Canadian Property Fund	Canadian Private Real Estate	United States
Fiera Properties Limited: Fiera Properties CORE Fund	Canadian Private Real Estate	Canada
Fiera Real Estate Investments Limited: Fiera Real Estate Industrial Fund	Not yet classified to an eVestment primary universe	Canada
Canada Life: GWL-IO Canadian Real Estate Investment Fund (GWLRA)	Canadian Private Real Estate	Canada
Franklin Resources, Inc.: Franklin Global Real Assets Fund (Canada)	Global Private Real Estate	United States
Morgan Stanley Investment Management: Prime Property Fund LLC	Not yet classified to an eVestment primary universe	United States
LaSalle Investment Management, Inc.: LaSalle Canada Property Fund	Canadian Private Real Estate	United States
RBC Global Asset Management: RBC Canadian Core Real Estate	Canadian Private Real Estate	Canada

Top Universes by Average Views Per Product from Global Asset Owners & Consultants

Primary Universe	Universe's Top Viewed Product	Firm Location
Global Emerging Mkts Large Cap Growth Equity	GQG Partners LLC: GQG Partners Emerging Markets Equity	United States
ACWI ex-US All Cap Growth Equity	WCM Investment Management: Focused Growth International	United States
EAFE All Cap Value Equity	Silchester International Investors LLP: International Value Equity.	United Kingdom
Global Emerging Mkts All Cap Core Equity	Connor, Clark & Lunn Investment Management Ltd.: CC&L Q Emerging Markets Equity	Canada
Global Emerging Mkts All Cap Growth Equity	William Blair Investment Management, LLC: Emerging Markets Growth	United States
ACWI ex-US Small Cap Growth Equity	WCM Investment Management: International Small Cap Growth	United States
Global Emerging Mkts All Cap Value Equity	Polunin Capital Partners Limited: Polunin Funds - Developing Countries Fund	United Kingdom
ACWI ex-US Large Cap Value Equity	Dodge & Cox: Dodge & Cox International Equity	United States
Global Emerging Mkts Large Cap Value Equity	ARGA Investment Management, LP: ARGA Emerging Markets Equity Strategy	United States
EAFE Small Cap Core Equity	Acadian Asset Management LLC: Non-U.S. Small-Cap Developed Equity	United States

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