Top 15 international, global, emerging-markets equity SMAs
Ranked by fourth-quarter returns
International, global, emerging-markets equity
| Product | 4Q return | 1-year return | 3-year return | 5-year return | 5-year std dev | 5-year Sharpe ratio | Assets ($M) | Manager | Location |
|---|---|---|---|---|---|---|---|---|---|
| HGK Asset Management Inc. – International Equity | 11.56% | 24.40% | 4.88% | -0.04% | 26.14% | -0.02 | $477.8 | Richard Bruce | Jersey City, N.J. |
| Legg Mason Inc. – ClearBridge International ADR* | 10.06% | 23.21% | 6.36% | -0.13% | 25.05% | -0.03 | $463.6 | Team | Baltimore |
| Invesco – International Equity | 9.10% | 15.91% | 1.64% | -3.70% | 25.12% | -0.17 | $437.8 | Team | Atlanta |
| Franklin Templeton Investments – Templeton International ADR Equity SMA Composite | 8.90% | 20.77% | 4.33% | -2.95% | 24.62% | -0.14 | $802.6 | Team | San Mateo, Calif. |
| J.P. Morgan Asset Management – International ADR | 8.83% | 20.19% | 4.27% | -2.57% | 26.92% | -0.11 | $13,194.5 | James Fisher | New York |
| J.P. Morgan Asset Management – International Value Managed Account | 8.27% | 17.48% | 3.80% | -3.58% | 26.78% | -0.15 | $5,945.9 | Gerd Woort-Menker | New York |
| Glovista Investments LLC – Emerging Markets Equities* | 8.03% | 21.53% | 5.99% | 12.32% | 32.67% | 0.36 | $357.4 | Team | Jersey City, N.J. |
| Parametric Portfolio Associates – Tax Managed EAFE ADRs* | 7.91% | 19.50% | 4.29% | -3.65% | 26.36% | -0.16 | $634.3 | Team | Seattle, Wash. |
| Philadelphia International Advisors LP – International Equity ADR | 7.63% | 13.03% | 2.19% | -3.79% | 26.91% | -0.16 | $383.6 | Andrew B. Williams | Philadelphia |
| AllianceBernstein – International Value ADR* | 7.53% | 14.09% | -0.11% | -7.95% | 29.62% | -0.29 | $982.9 | Sharon Fay | New York |
| Scout Investments – International ADR | 7.40% | 20.92% | 7.17% | 1.36% | 26.10% | 0.03 | $173.0 | Team | Kansas City, Mo. |
| Brandes Investment Partners – European Equity | 7.38% | 19.80% | 3.03% | -3.61% | 29.96% | -0.14 | $238.0 | Team | San Diego |
| Scout Investments – Scout International | 7.36% | 22.53% | 7.48% | 1.33% | 25.54% | 0.03 | $8,363.0 | Team | Kansas City, Mo. |
| MFS Investment Management – MFS Research International Portfolio (ADR only) | 7.33% | 17.42% | 5.20% | -3.28% | 26.28% | -0.14 | $1,051.1 | Team | Boston |
| Lazard Asset Management – International Equity Select ADR | 7.29% | 22.42% | 7.51% | -0.17% | 22.29% | -0.03 | $2,542.1 | Team | New York |
| Russell Developed ex North America Large Cap | 6.54% | 17.67% | 3.76% | -3.51% | 26.77% | -0.15 | |||
| Russell Developed Large Cap | 2.62% | 16.16% | 7.19% | -0.97% | 24.2% | -0.06 | |||
| Russell Emerging Markets Large Cap | 5.6% | 17.84% | 5.08% | -0.9% | 31.92% | -0.04 |
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