Which equity portfolios stand out as elite? We dove into the Investment Metrics Global Database to compare portfolios within different Large/All-Cap Equity Universes to find out. Key considerations for this small group of asset managers (3-5 portfolios) included:
- Portfolio GIPS compliance to ensure all products considered follow the same performance reporting standard
- Consistency of performance against the peer group over a 7+ year period
- Capacity of the portfolio to take on new assets
- Having up-to-date data in the Investment Metrics Global Database
Below are the top three elite portfolios from each equity universe along with their peer group performance summary (one page).