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February 27th, 2019

Investment Metrics Releases Top 20 Net Asset Gainers Summary 2018

By Mark Bell

Norwalk, CT — February 27, 2019 — Investment Metrics, the leading provider of investment performance analytics and reporting solutions, released today its market summary of the top 20 portfolios that gathered tax-exempt assets across public equity, high yield, and emerging markets debt in 2018.

The data, compiled from the Investment Metrics global database of traditional and alternative strategies, shows that quantitative managers took 33% of the top 20 assets gathered.

Additional findings from the research shows:

  • Global equity portfolios take 20% of the top 20 tax-exempt net assets in 2018
  • The list of top 20 net asset gainers in 2018 is dominated by large-cap portfolios
  • Within fixed income, institutional investors are competing for higher returns and as a result, a few high yield strategies gathered significant assets
Firm Portfolio Investment Metrics Universe 2018 Reported Tax-Exempt Net Flows (M)
AQR Int. Enhanced Equity  Int. Large Cap Core Equity $2,587
Loomis Sayles Large Cap Growth  U.S. Large Cap Growth Equity $2,171
LSV Global Value Equity  Global Large Cap Value Equity $1,742
Wellington Global Research Equity  Global Large Cap Core Equity $1,695
AQR US Enhanced Equity  U.S. Large Cap Core Equity $1,594
GQG Int. Equity  Int. Large Cap Growth Equity $1,534
Mackay Shields High Yield  U.S. High Yield Bonds $1,460
AllianceBernstein Int. Value  Int. Large Cap Value Equity $1,392
T. Rowe Price US Large-Cap Core Growth Equity  U.S. Large Cap Growth Equity $1,328
Wells Fargo EverKey Int. Equity  Int. Large Cap Value Equity $1,272
Hotchkis and Wiley Large Cap Fundamental Value  U.S. Large Cap Value Equity $1,208
LSV Int. Large Cap Value Equity  Int. Large Cap Value Equity $1,208
PineBridge High Yield Bond  U.S. High Yield Bonds $1,127
Principal Int. Small-Cap Equity  Int. Small Cap Core Equity $1,126
WCM Focused Growth Int.  Int. Large Cap Growth Equity $1,088
GQG Global Equity  Global Large Cap Growth Equity $1,050
Fidelity Small/Mid Cap Core  U.S. SMID Cap Core Equity $1,040
Eaton Vance High Yield Bond  U.S. High Yield Bonds $886
LSV Large Cap Value Equity  U.S. Large Cap Value Equity $879
D. E. Shaw World Alpha Extension Global Large Cap Core Equity $869
TOTAL $27,257

The Investment Metrics database is trusted by the global institutional investment community to make comprehensive, timely, and more strategic decisions. To learn more about the data, please click here.

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