Manager Details

Key Data

2019 Q2 - Assets under management

2019 Q2 - Breakdown by client type

2019 Q1 - Assets under management

2019 Q1 - Breakdown by client type

2018 Q4 - Assets under management

2018 Q4 - Breakdown by client type

2018 Q3 - Assets under management

2018 Q3 - Breakdown by client type

Q2 2018 - Assets under management

Q2 2018 - Breakdown by client type

Q1 2018 - Assets under management

Q1 2018 - Breakdown by client type

Q4 2017 - Assets under management

Q4 2017 - Breakdown by client type



Data from the IPE Top 400 Asset Managers as at 31 December 2018

Click here to see more Top 400 data.

Key Data - Total group AUM worldwide

Key Data - AUM for external institutional clients worldwide

Key Data - Type of external institutional clients worldwide

Head Office
20 Canada Square
London
E14 5LH
United Kingdom
Contact
Client Services Tel. +44 20 7176 8888
Company website:
http://www.spdji.com
Parent Company:
S&P Global

What’s new

  • Indexing GARP Strategies: A Practitioner’s Guide

    Indexing GARP Strategies: A Practitioner’s Guide

    White papersFri, 16 Aug 2019

    Growth at a Reasonable Price (GARP) is a well-known, much-practiced investment approach. It is a fundamental-driven investment strategy that balances pure growth and pure valuation, as the former tends to invest in high-growth, yet expensive stocks, while the latter may take a long-term investment to pay off. 

  • Discover Material Insights with S&P DJI ESG Data

    Discover Material Insights with S&P DJI ESG Data

    White papersFri, 16 Aug 2019

    A quarter of all professionally managed assets now incorporate environmental, social, and governance (ESG) considerations,1 from the impact of climate change to equality and human rights. The rich history of S&P Dow Jones Indices (S&P DJI) in this area began in 1999 by pioneering ESG indexing with the launch of the Dow Jones Sustainability Index (DJSI), which marks its 20th anniversary in 2019.

  • Understanding the ESG Consequences of Factor-Based Investing: Part 2

    White papersThu, 15 Aug 2019

    In our previous blog, we looked at the S&P Factor Indices’ ESG exposures, showing that factor exposures can have an influence on ESG scores. In this blog, we’ll discuss these scores at the sector level and see how implementing an ESG or carbon reduction strategy on poorer ESG-performing factor indices can help investors gain not only factor exposure but desirable ESG exposures.

  • The Importance of Being Large-Cap

    White papersFri, 9 Aug 2019

    The performance of U.S. equity factors during Q2 was lackluster, with most underperforming the S&P 500, as seen in Exhibit 1.  While Minimum Volatility and Low Volatility were notable exceptions, Value, Quality, High Beta, and Momentum all lagged the benchmark – in large part because of their tilt toward smaller companies.  Since most factor indices are not cap-weighted, their out- or under-performance tends to parallel that of the equal-weighted 500.

  • Concentration Concerns

    White papersMon, 29 Jul 2019

    Readers of this morning’s Wall Street Journal learned (on the front page, no less) that many of the largest investors in the U.S. equity market hold similar portfolios.  “The overlap in the top 50 stockholdings between mutual funds and hedge funds…now stands at near-record levels, a study by Bank of America Merrill Lynch found.

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