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Investors, Consultants Using eVestment Have Big Interest in Equities in November

ATLANTA, Dec. 15, 2017 /PRNewswire/ -- Investors and consultants using eVestment in November had a strong interest in equity strategies, with 18 of the top 20 most-viewed strategies among all eVestment users during the month being equity focused, according to the just-released November 2017 eVestment Advantage Viewership Report. Viewership changes can occur for both positive and negative reasons ? see more about the report below.

Equity strategies dominated the top viewed lists in most of the geographic regions eVestment tracks in this report as well, except for the United Kingdom, where balanced/multi-asset strategies made a strong showing, with a few fixed income strategies also in the top 20.

A few other interesting points from the November screening report include:

BlackRock saw the most strategies in the top 20 list of month-over-month increases in views globally with three strategies (Strategic Income Opportunities, Emerging Markets Opportunities and Fixed Income Global Opportunities) making the top 20 list.
The top product by month-over-month change in the proportion of total reviews was a Japan-focused strategy (Marathon Asset Management LLP: Japan Equity).
EAFE-focused strategies moved to 1^st place in November in terms of total products ? seven of 20 ? in the top most viewed list across all institutional investor and consultant clients.
By asset class breakdown, Canadian clients were the most concentrated, with equity strategies accounting for all but one product in their top list.
For U.S.-based investors and consultants, there were explicitly more ex-U.S. universes than U.S.-focused universes within the top 20 universe list by average reviews per product ? five ACWI ex-U.S. subset universes versus only three U.S.-focused.

The Advantage investment viewership data is generated through the eVestment Advantage solution and based on tracking daily eVestment user reviews of investment universes and products on eVestment. The report looks at Global, United States, United Kingdom, Europe ex-U.K., Asia-Pacific, Canada and Africa-Middle East profile viewership activity among the institutional investors and consultants who use eVestment. The report looks at the most viewed products and universes overall for the past month and the universes and products that saw the most month-over-month growth in views on the site. Changes in viewership can be driven by changing investor demand; positive or negative company news or marketing initiatives; global or local economic or political events; or other factors.

Top Reviewed Products Globally by Total Reviews*

Rank	Global (All Institutional Investors & Consultants)	Primary Universe	Geographic Focus	Asset Class
1	GQG Partners LLC: GQG Emerging Markets Equity	Global Emerging Mkts All Cap Growth Equity	Global Emg Mkts	Equity
2	Dodge & Cox: Dodge & Cox U.S. Equity	US Large Cap Value Equity	United States	Equity
3	Causeway Capital Management LLC: Causeway International Value Equity	EAFE Large Cap Value Equity	EAFE	Equity
4	Kabouter Management LLC: International Small Cap	EAFE Small Cap Core Equity	EAFE	Equity
5	Eagle Capital Management, LLC: Eagle Equity	US Large Cap Value Equity	United States	Equity
5	BlackRock: Strategic Income Opportunities (SIO) (Unconstrained U.S. Domiciled)	Global Unconstrained Fixed Income	Global	Fixed Income
7	Dodge & Cox: Dodge & Cox Core Fixed Income	US Core Fixed Income	United States	Fixed Income
7	Aberdeen Asset Management (Aberdeen Standard Investments): Emerging Markets Equity	Global Emerging Mkts All Cap Core Equity	Global Emg Mkts	Equity
9	GQG Partners LLC: GQG Global Equity	Global All Cap Growth Equity	ACWI	Equity
10	Marathon Asset Management LLP: EAFE Equity	EAFE All Cap Core Equity	EAFE	Equity
10	Dodge & Cox: Dodge & Cox International Equity	ACWI ex-US Large Cap Value Equity	ACWI Ex- U.S.	Equity
10	Fiera Capital Corporation: Fiera Capital Global Equity	Global Large Cap Core Equity	Global	Equity
13	Mondrian Investment Partners Limited: International Equity	EAFE Large Cap Value Equity	EAFE	Equity
14	Montag & Caldwell, LLC: Large Cap Growth	US Large Cap Growth Equity	United States	Equity
14	Harris Associates L.P.: International	EAFE Large Cap Value Equity	EAFE	Equity
14	Capital Group: American Funds EuroPacific Growth Fund	ACWI ex-US All Cap Growth Equity	ACWI Ex- U.S.	Equity
17	WCM Investment Management: Focused Growth International	ACWI ex-US All Cap Growth Equity	ACWI Ex- U.S.	Equity
18	Marathon Asset Management LLP: ACWI ex-US Equities	ACWI ex-US All Cap Core Equity	ACWI Ex- U.S.	Equity
19	Silchester International Investors LLP: International Value Equity	EAFE All Cap Value Equity	EAFE	Equity
19	MFS Investment Management: MFS International Equity	EAFE Large Cap Core Equity	EAFE	Equity

Top Products by Month-over-Month Change Globally in Proportion of Total Reviews by Client Location (Absolute Change)*

Rank	Global (All Institutional Investors & Consultants)	Primary Universe	Geographic Focus	Asset Class
1	Marathon Asset Management LLP: Japan Equity	Japan All Cap Core Equity	Japan	Equity
2	BlackRock: Strategic Income Opportunities (SIO) (Unconstrained US Domiciled)	Global Unconstrained Fixed Income	Global	Fixed Income
3	BlackRock: Emerging Markets Opportunities	Global Emerging Mkts Large Cap Core Equity	Global Emg Mkts	Equity
4	Western Asset Management Company: WA US Core	US Core Fixed Income	United States	Fixed Income
5	Morgan Stanley Investment Management: Global Franchise	Global Large Cap Core Equity	Global	Equity
6	Montag & Caldwell, LLC: Large Cap Growth	US Large Cap Growth Equity	United States	Equity
7	Huber Capital Management, LLC: Select SMID Cap Value	US Small-Mid Cap Value Equity	United States	Equity
8	Baillie Gifford & Co: Global Alpha	Global All Cap Growth Equity	Global	Equity
9	Burgundy Asset Management Ltd.: Burgundy Focus Canadian Equity	Canadian Large Cap Value Equity	Canada	Equity
10	AJO: AJO Large Cap - Absolute Value	US Large Cap Value Equity	United States	Equity
11	Disciplined Growth Investors, Inc.: Mid Cap Growth Equity	US Mid Cap Growth Equity	United States	Equity
12	Kingwest & Company: Kingwest Segregated Canadian Equity	Canadian All Cap Value Equity	Canada	Equity
13	Lyrical Asset Management, L.P.: Lyrical U.S. Value Equity - CS	US Large Cap Value Equity	United States	Equity
14	Numeric Investors LLC: International Small Cap	EAFE Small Cap Core Equity	EAFE	Equity
15	BlackRock: Fixed Income Global Opportunities (FIGO) (Unconstrained Non-US Domiciled)	Global Unconstrained Fixed Income	Global	Fixed Income
16	Mondrian Investment Partners Limited: International Equity	EAFE Large Cap Value Equity	EAFE	Equity
17	ClearBridge Investments, LLC: ClearBridge Large Cap Growth	US Large Cap Growth Equity	United States	Equity
18	NWQ Investment Management Company, LLC: Small Cap Value	US Small Cap Value Equity	United States	Equity
19	HS Management Partners, LLC: Concentrated Quality Growth Equity	US Large Cap Growth Equity	United States	Equity
20	Kabouter Management LLC: Kabouter Fund I QP LLC	---	EAFE	Equity

To view the November full data set, please click here.

To learn more about eVestment Advantage or to request a demonstration, please click here.

* Lists may exceed 20 in the event of ties.

About eVestment

eVestment, a Nasdaq company, provides a flexible suite of easy-to-use, cloud-based solutions to help the institutional investing community identify and capitalize on global investment trends, better select and monitor investment managers and more successfully enable asset managers to market their funds worldwide. eVestment's mission is to help make smart money smarter.

SOURCE eVestment

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News published on 15 december 2017 at 11:00 and distributed by:

Investors, Consultants Using eVestment Have Big Interest in Equities in November

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