august 2018 advantage viewership report - evestment · released september 6, 2018 august 2018...
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Released September 6, 2018 www.evestment.com
August 2018 Advantage Viewership Report Asian and European investors and consultants made big shifts in the strategies they viewed on the eVestment database in August. For Asia ex-Japan eVestment users, every strategy on the list of most viewed strategies was new in August compared to July. All but one strategy on the most-viewed list by Europe ex-UK eVestment users was new in August compared to July’s most-viewed list. The holdover among Europe ex-UK eVestment users was The Boston Company Asset Management Global Research Emerging Markets Equity All Cap Core Equity strategy. Key Findings:
• All products in August’s top viewed list by Canada-based institutional investors and consultants were equity-focused. Europe ex-UK clients had more fixed income products in their top list than any other region, while UK-based clients showed the most interest in balanced/multi-asset strategies in August.
• US Passive Core Fixed Income was the top universe by month over month change in average reviews per product for US-based investors and consultants and ranked 16th on the US list of the top viewed universes by average reviews per product. Among all clients (Global), the US Enhanced Small Cap Equity universe was at the top by month over month change but it still didn’t make the top viewed Global list.
• All of the top universes that remained from July’s list and into August’s list by Japan-based institutional investors and consultants were globally-focused. Besides the globally-focused new universes that made it onto August’s list, the other new universes include strategies focused on Japan (Japan All Cap Growth Equity and Japan All Cap Value Equity), Asia ex-Japan (Asia ex-Japan All Cap Core Equity), and the US (US Large Cap Value Equity). A new hedge fund universe (Event Driven – Activist) was also in the mix.
Methodology: These lists, generated through the eVestment Advantage solution, are 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-UK, Japan, Asia ex-Japan, Australia, and Canada profile viewership activity among the investors, consultants and other investment professionals who use eVestment. The report looks at the most popular 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. Universes must have >1 product reviewed in most recent month; denominator only includes products with reviews.
Please note: Lists may exceed or fall short of 20 products in the event of ties
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Global
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class 1 Marathon Asset Management LLP: EAFE Equity EAFE All Cap Core Equity EAFE Equity
2 Dodge & Cox: Dodge & Cox International Equity ACWI ex-US Large Cap Value Equity ACWI Ex-US Equity
3 GQG Partners LLC: GQG Emerging Markets Equity Global Emerging Mkts Large Cap Growth Equity Global Emg Mkts Equity
4 Dodge & Cox: Dodge & Cox U.S. Equity US Large Cap Value Equity United States Equity
New 5 Northern Cross, L.L.C.: EAFE Equity EAFE Large Cap Core Equity EAFE Equity
6 Aberdeen Asset Management (Aberdeen Standard Investments): Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
7 Capital Group: American Funds EuroPacific Growth Fund ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
8 RBC Global Asset Management: RBC Emerging Markets Equity (London) Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
8 Lazard Asset Management LLC: Emerging Markets Equity Global Emerging Mkts Large Cap Value Equity Global Emg Mkts Equity
New 10 Walter Scott & Partners Limited: Global Strategy Global All Cap Growth Equity Global Equity
10 GQG Partners LLC: GQG Global Equity Global Large Cap Growth Equity ACWI Equity
New 12 RWC Partners Ltd: RWC Emerging Markets Equity Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
New 13 Silchester International Investors LLP: International Value Equity EAFE All Cap Value Equity EAFE Equity
New 14 Dodge & Cox: Dodge & Cox Core Fixed Income US Core Fixed Income United States Fixed Income
New 14 Causeway Capital Management LLC: Causeway International Value Equity EAFE Large Cap Value Equity EAFE Equity
16 WCM Investment Management: Focused Growth International ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
New 17 Marathon Asset Management LLP: ACWI ex-US Equities ACWI ex-US All Cap Core Equity ACWI Ex-US Equity
New 18 Fiera Capital Corporation: Fiera Capital Global Equity Global Large Cap Core Equity Global Equity
New 18 Axiom Investors: Axiom Emerging Markets Equity Strategy Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
New 20 Harding Loevner LP: International Equity ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Global
Rank Product Name Primary Universe Geographic Focus Asset Class
1 Marathon Asset Management LLP: EAFE Equity EAFE All Cap Core Equity EAFE Equity
2 Northern Cross, L.L.C.: EAFE Equity EAFE Large Cap Core Equity EAFE Equity
3 Neuberger Berman: Sustainable Equity US Large Cap Core Equity United States Equity
4 Letko, Brosseau & Associates Inc.: Canadian Equity Canadian All Cap Value Equity Canada Equity
5 Jarislowsky, Fraser Limited: Jarislowsky Fraser Canadian Equity Fund Canadian Large Cap Core Equity Canada Equity
6 Axiom Investors: Axiom Emerging Markets Equity Strategy Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
7 Harbor Funds: Harbor International Fund EAFE Large Cap Core Equity EAFE Equity
8 Strategic Global Advisors, LLC: International Equity EAFE Large Cap Core Equity EAFE Equity
9 Silchester International Investors LLP: International Value Equity EAFE All Cap Value Equity EAFE Equity
10 Impax Asset Management: Impax Leaders Strategy Global All Cap Growth Equity Global Equity
11 Brown Capital Management, LLC: International Equity Strategy ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
12 Hosking Partners LLP: Global Equities Global All Cap Core Equity Global Equity
13 Hexavest Inc.: Hexavest ACWI Equity Global Large Cap Core Equity ACWI Equity
14 Great Lakes Advisors, LLC.: Fundamental Small Cap US Small Cap Core Equity United States Equity
15 Dodge & Cox: Dodge & Cox International Equity ACWI ex-US Large Cap Value Equity ACWI Ex-US Equity
16 Snyder Capital Management, L.P.: Snyder Capital Small Cap Value US Small Cap Value Equity United States Equity
17 EARNEST Partners, LLC: Intermediate Duration US Interm Duration Fixed Income United States Fixed Income
18 OAK HILL ADVISORS: OHA Diversified Credit Strategies --- United States Fixed Income
19 Vanguard: Vanguard 500 Index Fund US Passive S&P 500 Equity United States Equity
20 Redwood Investments, LLC: International Developed Markets Equity EAFE Large Cap Core Equity EAFE Equity
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Asia ex-Japan
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class New 1 Fiera Capital Corporation: Fiera Capital Global Equity Global Large Cap Core Equity Global Equity
New 2 Brandywine Global Investment Management, LLC: Global Opportunistic Fixed Income Global Core Plus Fixed Income Global Fixed Income
New 2 Neuberger Berman: Core Equity US Large Cap Core Equity United States Equity New 4 Acuitas Investments, LLC: Acuitas International Small Cap ACWI ex-US Small Cap Core Equity ACWI Ex-US Equity New 4 Donald Smith & Co., Inc.: Small Cap Value Equity US Small Cap Value Equity United States Equity New 4 Fiera Capital Corporation: Fiera Capital Global Equity Focused Global Large Cap Core Equity Global Equity New 4 Neuberger Berman: Sustainable Equity US Large Cap Core Equity United States Equity New 4 Sasco Capital, Inc.: Contrarian Value Equity US Mid Cap Value Equity United States Equity New 9 Aristotle Capital Management, LLC: Value Equity US Large Cap Value Equity United States Equity
New 9 Brandywine Global Investment Management, LLC: Global Unconstrained Fixed Income Global Unconstrained Fixed Income Global Fixed Income
New 9 Harding Loevner LP: Frontier Emerging Markets Frontier Mkts Equity Frontier Markets Equity New 9 McKinley Capital Management, LLC: Non-U.S. Growth ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
New 9 Ruffer LLP: Global long only absolute return strategy Diversified Growth Funds Global Balanced/Multi-Asset
New 14 BlackRock: Systematic China Opportunities --- China Equity
New 14 Neuberger Berman: Global Multi-Asset Class Relative Return Global Tactical Asset Allocation - Unhedged Global Balanced/Multi-Asset
New 16 Standard Life Investments (Aberdeen Standard Investments): Global Absolute Return Strategy (GARS) GTAA Global Tactical Asset Allocation - Hedged Global Balanced/Multi-
Asset New 17 Acuitas Investments, LLC: Microcap Equity US Micro Cap Core Equity United States Equity
New 17 Franklin Resources, Inc.: Templeton International Small Cap Equity ACWI ex-US Small Cap Value Equity ACWI Ex-US Equity
New 17 Lansdowne Partners (UK) LLP: Lansdowne Developed Markets Long Only Strategy Global Large Cap Core Equity Global Equity
New 17 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity New 17 Veritas Asset Management LLP: Veritas Global Focus Fund Global Large Cap Core Equity Global Equity New 17 William Blair Investment Management, LLC: Small Cap Value US Small Cap Value Equity United States Equity New 17 William Blair Investment Management, LLC: SMID Cap Value US Small-Mid Cap Value Equity United States Equity New 17 Winslow Capital Management, LLC: Large Cap Growth US Large Cap Growth Equity United States Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Asia ex-Japan
Rank Product Name Primary Universe Geographic Focus Asset Class
1 Acuitas Investments, LLC: Acuitas International Small Cap ACWI ex-US Small Cap Core Equity ACWI Ex-US Equity
2 Brandywine Global Investment Management, LLC: Global Opportunistic Fixed Income Global Core Plus Fixed Income Global Fixed Income
3 Fiera Capital Corporation: Fiera Capital Global Equity Global Large Cap Core Equity Global Equity
4 Aristotle Capital Management, LLC: Value Equity US Large Cap Value Equity United States Equity
5 Brandywine Global Investment Management, LLC: Global Unconstrained Fixed Income Global Unconstrained Fixed Income Global Fixed Income
6 Sasco Capital, Inc.: Contrarian Value Equity US Mid Cap Value Equity United States Equity
6 Neuberger Berman: Sustainable Equity US Large Cap Core Equity United States Equity
8 Ruffer LLP: Global long only absolute return strategy Diversified Growth Funds Global Balanced/Multi-Asset
8 Harding Loevner LP: Frontier Emerging Markets Frontier Mkts Equity Frontier Markets Equity
10 Donald Smith & Co., Inc.: Small Cap Value Equity US Small Cap Value Equity United States Equity
11 Neuberger Berman: Core Equity US Large Cap Core Equity United States Equity
12 William Blair Investment Management, LLC: SMID Cap Value US Small-Mid Cap Value Equity United States Equity
12 William Blair Investment Management, LLC: Small Cap Value US Small Cap Value Equity United States Equity
12 Acuitas Investments, LLC: Microcap Equity US Micro Cap Core Equity United States Equity
15 Neuberger Berman: Global Multi-Asset Class Relative Return Global Tactical Asset Allocation - Unhedged Global Balanced/Multi-Asset
16 McKinley Capital Management, LLC: Non-U.S. Growth ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
17 Letko, Brosseau & Associates Inc.: Global Equity (Ex-Canada) Global All Cap Value Equity Global Equity
17 Parametric Portfolio Associates LLC: Parametric Emerging Markets Core Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
17 Acuitas Investments, LLC: Acuitas Emerging Markets Small Cap Global Emerging Mkts Small Cap Equity Global Emg Mkts Equity
20 Lansdowne Partners (UK) LLP: Lansdowne Developed Markets Long Only Strategy Global Large Cap Core Equity Global Equity
20 Franklin Resources, Inc.: Templeton International Small Cap Equity ACWI ex-US Small Cap Value Equity ACWI Ex-US Equity
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Australia
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class
New 1 Wellington Management Company LLP: Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 2 Hermes Investment Management: Hermes Global Emerging Markets Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
3 Yarra Capital Management: Yarra Australian Equities Fund Australian Equity Shares - Long Only Australia Equity
New 4 Martin Currie Investment Management Ltd: Martin Currie Australian Value Equity Australian Equity Shares - Long Only Australia Equity
4 MFS Investment Management: MFS Global Equity Global All Cap Core Equity Global Equity
New 6 RARE Infrastructure Limited: RARE Infrastructure Value Strategy Infrastructure Global Equity
New 6 Nikko Asset Management Co., Ltd.: Nikko AM Global Equity Global Large Cap Core Equity Global Equity
New 6 Allan Gray Australia Pty Limited: Allan Gray Australia Equity Fund Australian Equity Shares - Long Only Australia Equity
New 6 TT International: TT Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 10 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity
New 10 Fred Alger Management, Inc.: Alger Emerging Markets Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
10 PIMCO: Global Aggregate Hedged Global Aggregate Fixed Income Global Fixed Income
New 10 Stewart Investors: Stewart Investors Global Emerging Markets Strategy Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 10 RWC Partners Ltd: RWC Global Horizon Fund Global All Cap Core Equity Global Equity
New 10 Arrowstreet Capital, Limited Partnership: Global Equity - Long/Short Beta Neutral Multi-Strategy Equity Global Hedge Funds
New 10 Copper Rock Capital Partners, LLC.: Global Small Cap Global Small Cap Core Equity Global Equity
New 17 Northcape Capital Pty Ltd: Northcape Core Australian Shares Australian Equity Shares - Long Only Australia Equity
New 17 Goldman Sachs Asset Management: Global Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 17 GQG Partners LLC: GQG Emerging Markets Equity Global Emerging Mkts Large Cap Growth Equity Global Emg Mkts Equity
New 17 Cartica Management, LLC: Cartica Emerging Markets Active Ownership Strategy Global Emerging Mkts Small Cap Equity Global Emg Mkts Equity
New 17 UBS Asset Management: China A Equity RQFII/QFII-China A-Shares Equity China Equity
New 17 LSV Asset Management: Emerging Markets Small Cap Value Equity Global Emerging Mkts Small Cap Equity Global Emg Mkts Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Australia
Rank Product Primary Universe Geographic
Focus Asset Class
1 Wellington Management Company LLP: Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
2 Hermes Investment Management: Hermes Global Emerging Markets Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
3 Martin Currie Investment Management Ltd: Martin Currie Australian Value Equity Australian Equity Shares - Long Only Australia Equity
4 TT International: TT Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
5 Arrowstreet Capital, Limited Partnership: Global Equity - Long/Short Beta Neutral Multi-Strategy Equity Global Hedge Funds
5 Fred Alger Management, Inc.: Alger Emerging Markets Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
5 Copper Rock Capital Partners, LLC.: Global Small Cap Global Small Cap Core Equity Global Equity
8 Nikko Asset Management Co., Ltd.: Nikko AM Global Equity Global Large Cap Core Equity Global Equity
9 Stewart Investors: Stewart Investors Global Emerging Markets Strategy Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
10 LSV Asset Management: Emerging Markets Small Cap Value Equity Global Emerging Mkts Small Cap Equity Global Emg Mkts Equity
10 UBS Asset Management: China A Equity RQFII/QFII-China A-Shares Equity China Equity
10 Goldman Sachs Asset Management: Global Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
10 GQG Partners LLC: GQG Emerging Markets Equity Global Emerging Mkts Large Cap Growth Equity Global Emg Mkts Equity
14 RARE Infrastructure Limited: RARE Infrastructure Value Strategy Infrastructure Global Equity
14 Allan Gray Australia Pty Limited: Allan Gray Australia Equity Fund Australian Equity Shares - Long Only Australia Equity
16 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity
16 RWC Partners Ltd: RWC Global Horizon Fund Global All Cap Core Equity Global Equity
18 Trilogy Global Advisors LP: Trilogy Emerging Markets Equity Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
18 Polunin Capital Partners Limited: Polunin Funds - Developing Countries Fund Global Emerging Mkts All Cap Value Equity Global Emg Mkts Equity
18 Intech Investment Management LLC: Intech Global All Country Adaptive Volatility ex Australia (AUD) Global Large Cap Core Equity ACWI Equity
18 J O Hambro Capital Management Limited: JOHCM Emerging Markets Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Canada
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class
New 1 Jarislowsky, Fraser Limited: Jarislowsky Fraser Canadian Equity Fund Canadian Large Cap Core Equity Canada Equity
New 2 Letko, Brosseau & Associates Inc.: Canadian Equity Canadian All Cap Value Equity Canada Equity
New 3 Hexavest Inc.: Hexavest ACWI Equity Global Large Cap Core Equity ACWI Equity
4 Fiera Capital Corporation: Fiera Capital Global Equity Global Large Cap Core Equity Global Equity
New 5 Franklin Resources, Inc.: Franklin Bissett Canadian Equity Canadian Large Cap Core Equity Canada Equity
New 5 Fiera Capital Corporation: Fiera Capital International Equity EAFE Large Cap Core Equity EAFE Equity
New 7 MFS Investment Management: MFS Canadian Research Equity Canadian All Cap Core Equity Canada Equity
8 Mawer Investment Management Ltd.: Global Equity Global All Cap Core Equity Global Equity
New 9 TD Asset Management: TD Emerald Low Volatility Canadian Equity PFT Canadian Large Cap Core Equity Canada Equity
New 10 Jarislowsky, Fraser Limited: Jarislowsky Fraser International Equity for Canadian Clients EAFE Large Cap Core Equity EAFE Equity
11 Walter Scott & Partners Limited: Global Strategy Global All Cap Growth Equity Global Equity
New 11 MFS Investment Management: MFS Canadian Equity Canadian Large Cap Growth Equity Canada Equity
New 11 MFS Investment Management: MFS Core Equity US Large Cap Core Equity United States Equity
14 Mawer Investment Management Ltd.: International Equity ACWI ex-US All Cap Core Equity ACWI Ex-US Equity
New 14 Beutel, Goodman & Company Ltd.: Beutel Goodman American Equity Fund US Large Cap Value Equity United States Equity
16 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity
New 17 Acadian Asset Management LLC: Global Managed Volatility Equity Global All Cap Core Equity Global Equity
New 18 QV Investors Inc.: QV Canadian Large Cap Equity Canadian Large Cap Value Equity Canada Equity
18 Beutel, Goodman & Company Ltd.: Beutel Goodman Canadian Equity Fund Canadian Large Cap Value Equity Canada Equity
New 20 Kingwest & Company: Kingwest Segregated Canadian Equity Canadian All Cap Value Equity Canada Equity
20 Mawer Investment Management Ltd.: Global Small Cap Equity Global Small Cap Core Equity Global Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Canada
Rank Product Primary Universe Geographic Focus Asset Class
1 Letko, Brosseau & Associates Inc.: Canadian Equity Canadian All Cap Value Equity Canada Equity
2 Jarislowsky, Fraser Limited: Jarislowsky Fraser Canadian Equity Fund Canadian Large Cap Core Equity Canada Equity
3 Hexavest Inc.: Hexavest ACWI Equity Global Large Cap Core Equity ACWI Equity
4 MFS Investment Management: MFS Canadian Research Equity Canadian All Cap Core Equity Canada Equity
5 Franklin Resources, Inc.: Franklin Bissett Canadian Equity Canadian Large Cap Core Equity Canada Equity
6 MFS Investment Management: MFS Canadian Equity Canadian Large Cap Growth Equity Canada Equity
7 Jarislowsky, Fraser Limited: Jarislowsky Fraser International Equity for Canadian Clients EAFE Large Cap Core Equity EAFE Equity
8 Fiera Capital Corporation: Fiera Capital International Equity EAFE Large Cap Core Equity EAFE Equity
9 MFS Investment Management: MFS Core Equity US Large Cap Core Equity United States Equity
10 TD Asset Management: TD Emerald Low Volatility Canadian Equity PFT Canadian Large Cap Core Equity Canada Equity
11 Hosking Partners LLP: Global Equities Global All Cap Core Equity Global Equity
12 Kingwest & Company: Kingwest Segregated Canadian Equity Canadian All Cap Value Equity Canada Equity
13 Canso Investment Counsel Ltd.: Broad Corporate Bond Canadian Corporate Fixed Income Canada Fixed Income
14 Beutel, Goodman & Company Ltd.: Beutel Goodman American Equity Fund US Large Cap Value Equity United States Equity
15 Invesco, Ltd: Invesco Canadian Canadian All Cap Core Equity Canada Equity
16 RWC Partners Ltd: RWC Emerging Markets Equity Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
17 MFS Investment Management: MFS International Equity EAFE Large Cap Core Equity EAFE Equity
18 Letko, Brosseau & Associates Inc.: Emerging Markets Equity Global Emerging Mkts All Cap Value Equity Global Emg Mkts Equity
18 Addenda Capital Inc.: Bonds - Core Canadian Core Fixed Income Canada Fixed Income
20 Fiera Capital Corporation: Fiera Capital Canadian Equity Canadian Large Cap Core Equity Canada Equity
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Europe ex-UK
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class
New 1 Standard Life Investments (Aberdeen Standard Investments): Global Bond Global Government Fixed Income Global Fixed Income
New 2 Fidelity International: Emerging Markets Equity Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
3 The Boston Company Asset Management: Global Research Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 4 Morgan Stanley Investment Management: Global Opportunity Global All Cap Growth Equity Global Equity New 4 Wellington Management Company LLP: European Contrarian Value Pan-Europe Large Cap Core Equity Pan-European Equity
New 6 Robeco Institutional Asset Management B.V.: Robeco Emerging Markets Equities Core Fundamental
Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
New 6 Robeco Institutional Asset Management B.V.: Robeco Emerging Markets Equities Core Quant
Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
New 6 Robeco Institutional Asset Management B.V.: Robeco Active Quant Emerging Markets Equities Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 6 Fundsmith LLP: Fundsmith Equity Fund (Global Developed Markets) Global Large Cap Growth Equity Global Equity
New 6 Arena Capital Advisors, LLC: Arena Constrained Short Duration High Yield Composite US High Yield Fixed Income United States Fixed Income
New 6 Ardevora Asset Management: Ardevora Global Long-only Equity Global All Cap Core Equity Global Equity
New 12 Threadneedle Asset Management Ltd: Threadneedle UK Corporate Bonds - Institutional Composite (11820) UK Corporate Fixed Income United Kingdom Fixed Income
New 12 State Street Global Advisors: Active Emerging Markets Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 12 Quoniam Asset Management GmbH: Bond Credit Euro denominated Europe Fixed Income - Corporate Pan-European Fixed Income
New 12 Neuberger Berman: Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 12 Goldman Sachs Asset Management: Emerging Markets Equity Insights
Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
New 12 BlackRock: BlackRock Ascent UK All Stocks Corporate Bond Fund UK Corporate Fixed Income United Kingdom Fixed Income
New 12 Colchester Global Investors Limited: Colchester Local Markets Debt Fund
Global Emerging Mkts Fixed Income - Local Currency Global Emg Mkts Fixed Income
New 19 GIA Partners, LLC: Emerging Market Corporate Debt Blend Global Emerging Mkts Fixed Income - Corporate Debt Global Emg Mkts Fixed Income
New 19 Fidelity Institutional Asset Management: Select Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 19 Lazard Asset Management LLC: Emerging Markets Equity Advantage
Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
New 19 AllianceBernstein L.P.: AB Emerging Market Corporate Debt Global Emerging Mkts Fixed Income - Corporate Debt Global Emg Mkts Fixed Income
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Europe ex-UK
Rank Product Primary Universe Geographic Focus Asset Class
1 Standard Life Investments (Aberdeen Standard Investments): Global Bond Global Government Fixed Income Global Fixed Income 2 Fidelity International: Emerging Markets Equity Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity 3 Wellington Management Company LLP: European Contrarian Value Pan-Europe Large Cap Core Equity Pan-European Equity
4 Robeco Institutional Asset Management B.V.: Robeco Emerging Markets Equities Core Quant Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
4 Robeco Institutional Asset Management B.V.: Robeco Active Quant Emerging Markets Equities Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
4 Robeco Institutional Asset Management B.V.: Robeco Emerging Markets Equities Core Fundamental Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
4 Ardevora Asset Management: Ardevora Global Long-only Equity Global All Cap Core Equity Global Equity 8 Morgan Stanley Investment Management: Global Opportunity Global All Cap Growth Equity Global Equity
9 Arena Capital Advisors, LLC: Arena Constrained Short Duration High Yield Composite US High Yield Fixed Income United States Fixed Income
10 Quoniam Asset Management GmbH: Bond Credit Euro denominated Europe Fixed Income - Corporate Pan-European Fixed Income 10 Goldman Sachs Asset Management: Emerging Markets Equity Insights Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity 10 BlackRock: BlackRock Ascent UK All Stocks Corporate Bond Fund UK Corporate Fixed Income United Kingdom Fixed Income
13 Threadneedle Asset Management Ltd: Threadneedle UK Corporate Bonds - Institutional Composite (11820) UK Corporate Fixed Income United Kingdom Fixed Income
14 Lazard Asset Management LLC: Emerging Markets Equity Advantage Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
14 AllianceBernstein L.P.: AB Emerging Market Corporate Debt Global Emerging Mkts Fixed Income - Corporate Debt Global Emg Mkts Fixed Income
16 Walter Scott & Partners Limited: Global Strategy Global All Cap Growth Equity Global Equity
16 Standard Life Investments (Aberdeen Standard Investments): UK Pooled Property UK Private Real Estate United Kingdom Real Estate
16 PNC Capital Advisors, LLC: Structured Small Capitalization Growth Equity US Small Cap Growth Equity United States Equity 16 Lindsell Train Ltd: Global Equity Global All Cap Value Equity Global Equity 16 Numeric Investors LLC: European Core Pan-Europe Large Cap Core Equity Pan-European Equity 16 Neuberger Berman: Emerging Markets Equity Select Global Emerging Mkts Large Cap Core Equity Global Emg Mkts Equity
16 Payden & Rygel: Emerging Markets Corporate Debt Global Emerging Mkts Fixed Income - Corporate Debt Global Emg Mkts Fixed Income
16 GIA Partners, LLC: Emerging Market Debt Global Emerging Mkts Fixed Income - Corporate Debt Global Emg Mkts Fixed Income
16 Fondsmæglerselskabet Maj Invest A/S: Maj Invest Global Value Equities Global All Cap Core Equity Global Equity 16 Fidelity Institutional Asset Management: Select Global Small Cap Global Small Cap Core Equity Global Equity 16 BMO Global Asset Management (F&C): Global Convertible Bonds Strategy Global Convertibles Global Fixed Income
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – Japan
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class 1 M&G Investment Management Ltd: M&G Alpha Opportunities Fund Global Unconstrained Fixed Income Global Fixed Income
New 1 Morgan Stanley Investment Management: Global Opportunity Global All Cap Growth Equity Global Equity
New 1 Antipodes Partners Limited: Antipodes Global Fund - Long Only --- Global Equity
New 4 TwentyFour Asset Management: MI TwentyFour Investment Funds - Monument Bond Fund
Europe Fixed Income - Asset-Backed Securities (ABS) Pan-European Fixed Income
New 5 Loomis, Sayles & Company, L.P.: Global Credit Global Credit Fixed Income Global Fixed Income
New 5 MFS Investment Management: MFS Global Equity Global All Cap Core Equity Global Equity
New 5 BlackRock: Fundamental Natural Resources Growth and Income Global Sector Focus Equity Global Equity
New 5 Brandywine Global Investment Management, LLC: Global Opportunistic Equity Global All Cap Value Equity Global Equity
New 5 Janus Henderson Investors: Global Equity Global All Cap Core Equity Global Equity
New 10 Graticule Asset Management Asia Pte. Ltd.: Graticule Asia Macro Fund Macro - Discretionary Asia Pacific Hedge Funds
New 10 PGIM Fixed Income: PGIM Fixed Income Global Aggregate Plus Fixed Income Global Core Plus Fixed Income Global Fixed Income
10 Artisan Partners Limited Partnership: Artisan Global Value Global All Cap Value Equity Global Equity 13 GQG Partners LLC: GQG Global Equity Global Large Cap Growth Equity ACWI Equity
New 13 Sustainable Growth Advisers, LP: Flagship Global Growth Equity Global Large Cap Growth Equity Global Equity
New 13 Mondrian Investment Partners Limited: Global Fixed Income Global Government Fixed Income Global Fixed Income
New 16 Sanders Capital, LLC: Global Value Global Large Cap Value Equity Global Equity
New 16 Goldman Sachs Asset Management: High Yield Fixed Income US High Yield Fixed Income United States Fixed Income
New 16 Acadian Asset Management LLC: Global All-Country Equity Global All Cap Core Equity Global Equity
New 16 Vontobel Asset Management, Inc.: Global Equity Global All Cap Growth Equity Global Equity
New 16 SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO., LTD.: Japan Value Equity Concentrated Japan All Cap Value Equity Japan Equity
New 16 Janus Henderson Investors: Global Alpha Equity Global All Cap Core Equity Global Equity
New 16 Lindsell Train Ltd: Japanese Equity Japan All Cap Value Equity Japan Equity
New 16 GQG Partners LLC: GQG International Equity ACWI ex-US Large Cap Growth Equity ACWI Ex-US Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – Japan
Rank Product Primary Universe Geographic Focus Asset Class
1 Morgan Stanley Investment Management: Global Opportunity Global All Cap Growth Equity Global Equity 1 Antipodes Partners Limited: Antipodes Global Fund - Long Only --- Global Equity
3 TwentyFour Asset Management: MI TwentyFour Investment Funds - Monument Bond Fund
Europe Fixed Income - Asset-Backed Securities (ABS) Pan-European Fixed Income
4 Janus Henderson Investors: Global Equity Global All Cap Core Equity Global Equity 4 Loomis, Sayles & Company, L.P.: Global Credit Global Credit Fixed Income Global Fixed Income 4 MFS Investment Management: MFS Global Equity Global All Cap Core Equity Global Equity
7 Graticule Asset Management Asia Pte. Ltd.: Graticule Asia Macro Fund Macro - Discretionary Asia Pacific Hedge Funds
8 Brandywine Global Investment Management, LLC: Global Opportunistic Equity Global All Cap Value Equity Global Equity
8 BlackRock: Fundamental Natural Resources Growth and Income Global Sector Focus Equity Global Equity 10 Mondrian Investment Partners Limited: Global Fixed Income Global Government Fixed Income Global Fixed Income 11 Janus Henderson Investors: Global Alpha Equity Global All Cap Core Equity Global Equity
11 SOMPO JAPAN NIPPONKOA ASSET MANAGEMENT CO., LTD.: Japan Value Equity Concentrated Japan All Cap Value Equity Japan Equity
11 Vontobel Asset Management, Inc.: Global Equity Global All Cap Growth Equity Global Equity 11 Goldman Sachs Asset Management: High Yield Fixed Income US High Yield Fixed Income United States Fixed Income 11 Acadian Asset Management LLC: Global All-Country Equity Global All Cap Core Equity Global Equity 16 Vanguard: Vanguard 500 Index Fund US Passive S&P 500 Equity United States Equity
16 Paradice Investment Management Pty Ltd: Paradice Global Small Mid Cap Fund Global Small-Mid Cap Equity Global Equity
16 Morgan Stanley Investment Management: Emerging Markets Breakout Nations Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
16 Northcape Capital Pty Ltd: Northcape Global Emerging Markets B Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
16 Morgan Stanley Investment Management: Emerging Markets Leaders Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
16 Numeric Investors LLC: Global Core Global Large Cap Core Equity Global Equity 16 First Pacific Advisors, LLC: FPA World Value Global All Cap Value Equity Global Equity 16 H2O Asset Management: H2O ADAGIO Macro - Multi-Strategy Global Alternatives
16 Brandywine Global Investment Management, LLC: Classic Large Cap Value US Large Cap Value Equity United States Equity
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – United Kingdom
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class 1 Baillie Gifford & Co: Long Term Global Growth Global All Cap Growth Equity Global Equity 2 GQG Partners LLC: GQG Global Equity Global Large Cap Growth Equity ACWI Equity
3 Longview Partners (Guernsey) Limited: Longview Partners - Equity Total Return (Unhedged) Global Large Cap Core Equity Global Equity
4 Jupiter Fund Management Plc: UK Equity Value (Ben Whitmore) UK All Cap Value Equity United Kingdom Equity
New 5 Quoniam Asset Management GmbH: Equity MinRisk Global AC Global All Cap Core Equity Global Equity
New 6 Ruffer LLP: Global long only absolute return strategy Diversified Growth Funds Global Balanced/Multi-Asset
New 7 Impax Asset Management: Impax Leaders Strategy Global All Cap Growth Equity Global Equity
New 8 M&G Investment Management Ltd: M&G Global Dividend Global All Cap Core Equity Global Equity
New 8 Ardevora Asset Management: Ardevora Global Long-only Equity Global All Cap Core Equity Global Equity
New 10 MFS Investment Management: MFS Global Equity Global All Cap Core Equity Global Equity 10 Ownership Capital B.V.: Global Equity Investments Strategy Global Large Cap Core Equity Global Equity 12 Veritas Asset Management LLP: Veritas Global Focus Fund Global Large Cap Core Equity Global Equity
New 12 Acadian Asset Management LLC: Global Managed Volatility Equity Global All Cap Core Equity Global Equity
New 14 Newton Investment Management: Newton Real Return GBP Diversified Growth Funds Global Balanced/Multi-Asset
New 14 Invesco, Ltd: Global Targeted Returns (Henley) Diversified Growth Funds Global Balanced/Multi-Asset
New 14 BlackRock: Dynamic Diversified Growth Diversified Growth Funds Global Balanced/Multi-Asset
17 Standard Life Investments (Aberdeen Standard Investments): Global Absolute Return Strategy (GARS) GTAA Global Tactical Asset Allocation - Hedged Global Balanced/Multi-
Asset New 17 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity
17 Insight Investment: Bonds plus / GARB Global Unconstrained Fixed Income Global Fixed Income
New 20 Nordea Investment Management AB (Denmark branch): Global Climate and Environment Strategy Global Mid Cap Equity Global Equity
New 20 Montaka Global Investments: Montgomery Global Fund SMA/Wrap - Global Equity Global Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – United Kingdom
Rank Product Primary Universe Geographic Focus Asset Class
1 Baillie Gifford & Co: Long Term Global Growth Global All Cap Growth Equity Global Equity
2 Quoniam Asset Management GmbH: Equity MinRisk Global AC Global All Cap Core Equity Global Equity
3 GQG Partners LLC: GQG Global Equity Global Large Cap Growth Equity ACWI Equity
4 Acadian Asset Management LLC: Global Managed Volatility Equity Global All Cap Core Equity Global Equity
5 Impax Asset Management: Impax Leaders Strategy Global All Cap Growth Equity Global Equity
6 Ruffer LLP: Global long only absolute return strategy Diversified Growth Funds Global Balanced/Multi-Asset
7 Montaka Global Investments: Montgomery Global Fund SMA/Wrap - Global Equity Global Equity
8 M&G Investment Management Ltd: M&G Global Dividend Global All Cap Core Equity Global Equity
8 Ardevora Asset Management: Ardevora Global Long-only Equity Global All Cap Core Equity Global Equity
10 Longview Partners (Guernsey) Limited: Longview Partners - Equity Total Return (Unhedged) Global Large Cap Core Equity Global Equity
11 Pyrford International Ltd: Global Equity Global Large Cap Value Equity Global Equity
11 UBS Asset Management: UK Equity Value UK All Cap Value Equity United Kingdom Equity
11 Burgundy Asset Management Ltd.: Burgundy Global Equity Fund Global Large Cap Value Equity Global Equity
14 Orbis Investments: Orbis Global Equity Global All Cap Core Equity Global Equity
15 T. Rowe Price: Global Focused Growth Equity Strategy Global All Cap Growth Equity Global Equity
15 Snyder Capital Management, L.P.: Snyder Capital Small/mid Cap Value US Small-Mid Cap Value Equity United States Equity
15 PIMCO: Diversified Income Global Multi-Sector Fixed Income Global Fixed Income
15 BlackRock: Fundamental UK Equity Focus UK All Cap Core Equity United Kingdom Equity
19 Newton Investment Management: Newton Real Return GBP Diversified Growth Funds Global Balanced/Multi-Asset
19 BlackRock: Dynamic Diversified Growth Diversified Growth Funds Global Balanced/Multi-Asset
Released September 6, 2018 www.evestment.com
Top Reviewed Products by Total Reviews – United States
New This Month Rank Product Name Primary Universe Geographic
Focus Asset Class 1 Marathon Asset Management LLP: EAFE Equity EAFE All Cap Core Equity EAFE Equity
2 Dodge & Cox: Dodge & Cox International Equity ACWI ex-US Large Cap Value Equity ACWI Ex-US Equity
3 Dodge & Cox: Dodge & Cox U.S. Equity US Large Cap Value Equity United States Equity
New 4 Northern Cross, L.L.C.: EAFE Equity EAFE Large Cap Core Equity EAFE Equity
5 GQG Partners LLC: GQG Emerging Markets Equity Global Emerging Mkts Large Cap Growth Equity Global Emg Mkts Equity
6 Capital Group: American Funds EuroPacific Growth Fund ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
7 Dodge & Cox: Dodge & Cox Core Fixed Income US Core Fixed Income United States Fixed Income
8 Aberdeen Asset Management (Aberdeen Standard Investments): Emerging Markets Equity Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 9 Marathon Asset Management LLP: ACWI ex-US Equities ACWI ex-US All Cap Core Equity ACWI Ex-US Equity
10 RBC Global Asset Management: RBC Emerging Markets Equity (London) Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
New 10 Harding Loevner LP: International Equity ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
12 WCM Investment Management: Focused Growth International ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
New 12 Silchester International Investors LLP: International Value Equity EAFE All Cap Value Equity EAFE Equity
New 12 Causeway Capital Management LLC: Causeway International Value Equity EAFE Large Cap Value Equity EAFE Equity
15 Lazard Asset Management LLC: Emerging Markets Equity Global Emerging Mkts Large Cap Value Equity Global Emg Mkts Equity
New 16 Iridian Asset Management LLC: Iridian Private Business Value/Mid-Cap Equity US Mid Cap Value Equity United States Equity
New 17 Cape Ann Asset Management Limited: Cape Ann Global Developing Markets Fund Global Emerging Mkts All Cap Value Equity Global Emg Mkts Equity
New 18 Harbor Funds: Harbor International Fund EAFE Large Cap Core Equity EAFE Equity
19 Eagle Capital Management, LLC: Eagle Equity US Large Cap Value Equity United States Equity
New 19 Global Alpha Capital Management Ltd.: Global Alpha International Small Cap EAFE Small Cap Core Equity EAFE Equity
Released September 6, 2018 www.evestment.com
Top Products by Month-over-Month Change in Proportion of Total Reviews by Client Location (Absolute Change) – United States
Rank Product Primary Universe Geographic Focus Asset Class
1 Marathon Asset Management LLP: EAFE Equity EAFE All Cap Core Equity EAFE Equity
2 Northern Cross, L.L.C.: EAFE Equity EAFE Large Cap Core Equity EAFE Equity
3 Neuberger Berman: Sustainable Equity US Large Cap Core Equity United States Equity
4 Harbor Funds: Harbor International Fund EAFE Large Cap Core Equity EAFE Equity
5 Axiom Investors: Axiom Emerging Markets Equity Strategy Global Emerging Mkts All Cap Growth Equity Global Emg Mkts Equity
6 Strategic Global Advisors, LLC: International Equity EAFE Large Cap Core Equity EAFE Equity
7 Brown Capital Management, LLC: International Equity Strategy ACWI ex-US All Cap Growth Equity ACWI Ex-US Equity
8 Great Lakes Advisors, LLC.: Fundamental Small Cap US Small Cap Core Equity United States Equity
9 BLS Capital Fondsmæglerselskab A/S: BLS Global Equities Global All Cap Core Equity Global Equity
10 OAK HILL ADVISORS: OHA Diversified Credit Strategies --- United States Fixed Income
10 EARNEST Partners, LLC: Intermediate Duration US Interm Duration Fixed Income United States Fixed Income
12 Invesco, Ltd: International ADR Growth SMA/WRAP SMA/Wrap - Non-US Diversified Equity ACWI Ex-US Equity
13 AJO, LP: AJO Emerging Markets All Cap Global Emerging Mkts All Cap Value Equity Global Emg Mkts Equity
14 Westwood Management Corp.: LargeCap Value US Large Cap Value Equity United States Equity
15 Redwood Investments, LLC: International Developed Markets Equity EAFE Large Cap Core Equity EAFE Equity
16 BlackRock: FTSE EDHEC-Risk Efficient USA Index US Passive All Cap Equity United States Equity
17 Silchester International Investors LLP: International Value Equity EAFE All Cap Value Equity EAFE Equity
18 UBS Asset Management: Emerging Markets Equity HALO Global Emerging Mkts All Cap Core Equity Global Emg Mkts Equity
19 National Investment Services, Inc.: Intermediate Fixed Income US Interm Duration Fixed Income United States Fixed Income
20 Snyder Capital Management, L.P.: Snyder Capital Small Cap Value US Small Cap Value Equity United States Equity
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Global
New This Month Rank Universe
1 ACWI ex-US All Cap Growth Equity 2 Global Emerging Mkts Large Cap Growth Equity 3 EAFE All Cap Value Equity 4 Global Emerging Mkts All Cap Growth Equity 5 Global Emerging Mkts Large Cap Value Equity 6 Global Emerging Mkts All Cap Core Equity 7 EAFE Small Cap Core Equity 8 ACWI ex-US Large Cap Value Equity 9 Global Emerging Mkts All Cap Value Equity 10 Global All Cap Growth Equity 11 ACWI ex-US Small Cap Growth Equity 12 EAFE All Cap Growth Equity
New 13 EAFE Large Cap Value Equity
New 14 ACWI ex-US Small Cap Value Equity 15 ACWI ex-US All Cap Core Equity
New 16 EAFE All Cap Core Equity
New 17 EAFE Large Cap Core Equity
New 18 Canadian All Cap Value Equity
New 18 US Passive Core Fixed Income 20 ACWI ex-US All Cap Value Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Global
Rank Universe
1 US Enhanced Small Cap Equity
2 EAFE All Cap Value Equity
3 Pac-Basin ex-Japan All Cap Value Equity
4 EAFE All Cap Core Equity
5 EAFE Large Cap Value Equity
6 Canadian Large Cap Core Equity
7 Canadian All Cap Value Equity
8 ACWI ex-US All Cap Growth Equity
9 ACWI ex-US Small Cap Value Equity
10 Global Mid Cap Equity
11 SMA/Wrap - US Small Cap Equity
12 ACWI ex-US Small Cap Growth Equity
13 Canadian Private Real Estate
14 Liquid Real Assets
15 Managed Futures - Multi-Strategy
16 Global REIT
17 Global Emerging Mkts All Cap Core Equity
18 Global Emerging Mkts All Cap Growth Equity
19 UK All Cap Value Equity
20 Global Balanced - Hedged
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Asia ex-Japan
New This Month Rank Universe
1 Frontier Mkts Equity 2 Global Emerging Mkts Small Cap Equity 3 ACWI ex-US All Cap Growth Equity 4 Global Emerging Mkts Large Cap Growth Equity
New 5 UK Inflation Indexed Fixed Income
New 6 US Mid Cap Value Equity New 7 Global Emerging Mkts All Cap Growth Equity
New 7 Pac-Basin ex-Japan All Cap Value Equity New 9 Global Core Plus Fixed Income
New 10 Global Large Cap Core Equity New 11 Canadian All Cap Value Equity
New 12 EAFE All Cap Core Equity 12 Global Emerging Mkts All Cap Core Equity 14 Global All Cap Value Equity
New 15 US Large Cap Value Equity
New 16 US Small Cap Value Equity New 17 US Large Cap Core Equity
New 18 Multi-Strategy Multi-Markets New 18 UK All Cap Value Equity
New 18 US All Cap Core Equity New 18 US Securitized Fixed Income - Mortgage
18 US Small-Mid Cap Growth Equity New 18 US Small-Mid Cap Value Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Asia ex-Japan
Rank Universe
1 US Mid Cap Value Equity
2 Global Emerging Mkts Large Cap Growth Equity
2 UK Inflation Indexed Fixed Income
4 Global Core Plus Fixed Income
5 ACWI ex-US All Cap Growth Equity
5 Global Emerging Mkts Small Cap Equity
7 Global Emerging Mkts All Cap Growth Equity
8 EAFE All Cap Core Equity
9 Multi-Strategy Multi-Markets
9 UK All Cap Value Equity
11 Global Large Cap Core Equity
12 Global Credit Fixed Income
13 Diversified Growth Funds
14 US All Cap Core Equity
15 Global Unconstrained Fixed Income
16 UK All Cap Core Equity
17 Global Emerging Mkts Fixed Income - Blended Currency
18 Event Driven - Multi-Strategy
19 Macro - Discretionary
19 US Small-Mid Cap Value Equity
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Australia
New This Month Rank Universe
New 1 Global Emerging Mkts Large Cap Growth Equity 2 Global Emerging Mkts All Cap Core Equity
New 3 Global Emerging Mkts Small Cap Equity
New 4 Global Small-Mid Cap Equity 5 Global Emerging Mkts All Cap Growth Equity 6 Infrastructure 7 Global Aggregate Fixed Income 8 Global All Cap Core Equity
New 9 Australian Fixed Interest - Enhanced Cash
New 9 Macro - Quantitative
New 11 RQFII/QFII-China A-Shares Equity
New 12 US Large Cap Core Equity 13 Australian Equity Shares - Long Only
New 14 Global Large Cap Core Equity
New 15 All New Zealand Equity
New 15 EAFE Large Cap Core Equity
New 15 Global Emerging Mkts All Cap Value Equity 15 Global Emerging Mkts Large Cap Core Equity
New 15 Global Unconstrained Fixed Income
New 15 Greater China Equity
New 15 US Small-Mid Cap Growth Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Australia
Rank Universe
1 Global Emerging Mkts Small Cap Equity
2 Global Small-Mid Cap Equity
3 Global Emerging Mkts All Cap Value Equity
4 Global Emerging Mkts All Cap Core Equity
5 RQFII/QFII-China A-Shares Equity
6 Global REIT
7 US Large Cap Core Equity
8 Global Unconstrained Fixed Income
9 Global Enhanced Equity
10 Global Emerging Mkts All Cap Growth Equity
11 Global All Cap Core Equity
12 All New Zealand Equity
12 Australian Fixed Interest - Cash
12 Global Emerging Mkts Large Cap Value Equity
15 Global Large Cap Core Equity
16 Infrastructure
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Canada
New This Month Rank Universe
1 Canadian All Cap Value Equity
New 2 Canadian Large Cap Core Equity 3 Global Emerging Mkts Large Cap Growth Equity 4 Canadian Large Cap Value Equity
New 4 Canadian Private Real Estate 6 Global Small Cap Core Equity
New 7 EAFE Large Cap Core Equity 8 Canadian All Cap Core Equity
New 9 Canadian Mid Cap Equity
New 9 EAFE All Cap Growth Equity 11 Canadian Core Plus Fixed Income
New 12 Canadian Mortgage Fixed Income 13 ACWI ex-US Large Cap Value Equity 13 Canadian All Cap Growth Equity
New 15 Global Emerging Mkts Large Cap Value Equity 16 Global All Cap Growth Equity
New 17 Canadian Core Fixed Income 17 EAFE Small Cap Growth Equity 17 Global Balanced - Unhedged 20 ACWI ex-US All Cap Core Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Canada
Rank Universe
1 EAFE Large Cap Core Equity
2 Canadian Large Cap Core Equity
3 Canadian Private Real Estate
4 Canadian All Cap Value Equity
5 SMA/Wrap - US Large Cap Value Equity
6 SMA/Wrap - Other
7 Canadian High Yield Fixed Income
8 EAFE Large Cap Value Equity
9 Global Multi-Sector Fixed Income
10 EAFE All Cap Growth Equity
11 Global High Yield Fixed Income
12 Canadian Long Duration Fixed Income
13 US Core Plus Fixed Income
14 Global Emerging Mkts Large Cap Value Equity
15 Canadian Core Fixed Income
16 Canadian Mortgage Fixed Income
17 Canadian All Cap Core Equity
18 Canadian Corporate Fixed Income
19 Global All Cap Value Equity
20 US Large Cap Value Equity
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Europe ex-UK
New This Month Rank Universe
New 1 Global Emerging Mkts Large Cap Core Equity
New 2 US Small Cap Growth Equity
New 3 Global Convertibles
New 3 UK Private Real Estate
New 5 Pan-Europe Large Cap Core Equity
New 6 Emerging Asia Equity
New 6 US Enhanced S&P 500 Equity 8 Global Emerging Mkts All Cap Core Equity
New 9 Global Emerging Mkts Fixed Income - Blended Currency
New 9 UK Corporate Fixed Income
New 11 Global Emerging Mkts Fixed Income - Corporate Debt
New 12 Global Government Fixed Income
New 13 US High Yield Fixed Income
New 14 Europe Fixed Income - Secured Loans 15 Global Emerging Mkts Fixed Income - Local Currency 16 Canadian Large Cap Value Equity
New 16 Europe Fixed Income - Passive 16 Global Emerging Mkts All Cap Growth Equity
New 16 Pan-Europe All Cap Value Equity
New 20 Europe Fixed Income - High Yield
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Europe ex-UK
Rank Universe
1 Global Emerging Mkts Large Cap Core Equity
2 US Small Cap Growth Equity
3 Global Convertibles
4 Pan-Europe Large Cap Core Equity
5 Global Emerging Mkts Fixed Income - Blended Currency
6 UK Corporate Fixed Income
7 Eurozone All Cap Equity
8 Europe Fixed Income - Secured Loans
9 Global Emerging Mkts All Cap Core Equity
10 Europe Fixed Income - High Yield
11 Global Emerging Mkts Fixed Income - Corporate Debt
12 US High Yield Fixed Income
13 Multi-Strategy Credit
14 Global REIT
15 Global Passive Equity
16 US Mid Cap Growth Equity
17 Fund of Funds - Multi-Strategy
17 Fundamental - Long/Short Credit
17 Global Tactical Asset Allocation - Unhedged
17 Pan-Europe All Cap Value Equity
17 US Short Duration Fixed Income
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – Japan
New This
Month Rank Universe
New 1 Global Sector Focus Equity 2 Global Emerging Mkts All Cap Growth Equity
New 3 Global Government Fixed Income
New 4 Global Small-Mid Cap Equity
New 4 Japan All Cap Growth Equity 6 Global All Cap Value Equity
New 7 Asia ex-Japan All Cap Core Equity
New 7 Event Driven - Activist 7 Global Large Cap Growth Equity 7 Global Large Cap Value Equity 11 Global All Cap Growth Equity 12 Global Core Plus Fixed Income
New 13 Global Tactical Asset Allocation - Hedged
New 14 Global Passive Fixed Income 14 Global Unconstrained Fixed Income
New 16 Global All Cap Core Equity
New 17 Global Emerging Mkts All Cap Core Equity 18 Global Credit Fixed Income
New 19 Japan All Cap Value Equity
New 20 US Large Cap Value Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – Japan
Rank Universe
1 Global Small-Mid Cap Equity
2 Japan All Cap Growth Equity
3 Global Tactical Asset Allocation - Hedged
4 Global Large Cap Value Equity
5 Multi-Strategy Multi-Markets
6 Japan All Cap Value Equity
7 Global All Cap Core Equity
8 US Large Cap Core Equity
9 ACWI ex-US All Cap Value Equity
10 Global Emerging Mkts All Cap Core Equity
11 Global Core Plus Fixed Income
12 US Large Cap Value Equity
13 Global All Cap Value Equity
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – United Kingdom
New This Month Rank Universe
1 UK All Cap Value Equity 2 Global All Cap Growth Equity 3 UK Large Cap Core Equity
New 4 Global Multi-Sector Fixed Income 5 UK All Cap Growth Equity
New 6 US Small-Mid Cap Value Equity
New 7 SMA/Wrap - Global Equity
New 8 Global All Cap Core Equity 9 Diversified Growth Funds 10 Global Large Cap Growth Equity
New 11 Global Passive Equity
New 12 Global Emerging Mkts Large Cap Value Equity 13 Global Large Cap Core Equity 14 Global Tactical Asset Allocation - Hedged 15 UK All Cap Core Equity 16 Global Large Cap Value Equity
New 17 Multi-Strategy Equity
New 18 Global Emerging Mkts All Cap Core Equity
New 19 Global Unconstrained Fixed Income
New 20 Europe Fixed Income - Secured Loans
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – United Kingdom
Rank Universe
1 Global Multi-Sector Fixed Income
2 Global All Cap Growth Equity
3 UK All Cap Value Equity
4 SMA/Wrap - Global Equity
5 Global Passive Equity
6 Multi-Strategy Equity
7 Global All Cap Core Equity
8 UK Large Cap Core Equity
9 Relative Value - Capital Structure Relative Value
10 Global Core Plus Fixed Income
11 US Small-Mid Cap Growth Equity
12 UK Passive Fixed Income
13 Global Emerging Mkts All Cap Core Equity
14 EAFE All Cap Value Equity
14 Global Emerging Mkts Large Cap Value Equity
16 Global Sector Focus Equity
17 Global Securitized Fixed Income
17 Global Small Cap Core Equity
19 Eurozone Large Cap Equity
20 EAFE Small Cap Value Equity
20 SMA/Wrap - Balanced
20 US All Cap Growth Equity
Released September 6, 2018 www.evestment.com
Top Universes by Average Reviews Per Products Within Given Universe – United States
New This Month Rank Universe
1 ACWI ex-US All Cap Growth Equity 2 EAFE All Cap Value Equity 3 Global Emerging Mkts Large Cap Growth Equity 4 Global Emerging Mkts All Cap Growth Equity 5 Global Emerging Mkts Large Cap Value Equity 6 EAFE Small Cap Core Equity 7 ACWI ex-US Large Cap Value Equity 8 ACWI ex-US Small Cap Growth Equity 9 Global Emerging Mkts All Cap Value Equity 10 Global Balanced - Hedged
New 11 ACWI ex-US Small Cap Value Equity
New 12 EAFE All Cap Core Equity 13 Global Emerging Mkts All Cap Core Equity 14 EAFE All Cap Growth Equity 15 EAFE Large Cap Value Equity
New 16 US Passive Core Fixed Income
New 17 ACWI ex-US All Cap Core Equity 18 ACWI ex-US All Cap Value Equity
New 19 Liquid Real Assets 20 EAFE Small Cap Value Equity
Top Universes by Month-over-Month Change in Average Reviews (Absolute Change) – United States
Rank Universe
1 US Passive Core Fixed Income
2 EAFE All Cap Value Equity
3 Canadian Large Cap Core Equity
4 ACWI ex-US All Cap Growth Equity
5 US Enhanced Small Cap Equity
6 EAFE All Cap Core Equity
7 ACWI ex-US Small Cap Value Equity
8 SMA/Wrap - US Small Cap Equity
9 ACWI ex-US Small Cap Growth Equity
10 US Passive Interm Duration Fixed Income
11 Liquid Real Assets
12 SMA/Wrap - Non-US Diversified Equity
13 US Small-Mid Cap Core Equity
14 Global Core Plus Fixed Income
15 US TIPS / Inflation Fixed Income
16 Managed Futures - Multi-Strategy
17 EAFE Large Cap Value Equity
18 Asia ex-Japan All Cap Value Equity
19 US Municipal Fixed Income - Long Duration
20 Global REIT