Green Climate

    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.

    Learn how Nasdaq eVestment Omni can help you

    A total of 172 strategies surpassed the notable AuM threshold of $1bn as of Q3 2024 (when comparing the previous four quarters strategy level AuM). These strategies managed by 122 firms domiciled across 20 countries. The strategies included:

    • 698 Equity, 55 Fixed Income, 4 Hedge and 15 Balanced strategies
    • 116 strategies integrate ESG considerations into their respective investment process

    Congratulations to those portfolio management teams and associated firms for achieving this key milestone!

    Firm Name# of Strategies
    Invesco, Ltd

    8

    Allianz Global Investors

    7

    Columbia Threadneedle Investments

    4

    Janus Henderson Investors

    4

    Morgan Stanley Investment Management

    4

    Amundi Asset Management

    3

    Fidelity Investments

    3

    Northern Trust Asset Management

    3

    RBC Global Asset Management

    3

    Van Eck Associates Corporation

    3

    ARGA Investment Management, LP

    2

    BlackRock

    2

    BNP Paribas Asset Management

    2

    CIBC Asset Management

    2

    Davis Selected Advisers, L.P. (d.b.a.

    2

    Flossbach von Storch SE

    2

    Goldman Sachs Asset Management

    2

    HSBC Global Asset Management Limited

    2

    Insight Investment

    2

    J.P. Morgan Investment Management Inc.

    2

    M&G Investments

    2

    Massachusetts Mutual Life Insurance Company

    2

    Newton Investment Management Group

    2

    Ninety One

    2

    Nordea Asset Management

    2

    Nuveen, a TIAA Company

    2

    Sun Life Global Investments (Canada) Inc.

    2

    Wellington Management Company LLP

    2

    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.

    About The Data

    Contact us to learn more

    Contact us to learn more