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Special Report: Top-Performing Managers

Bond_Chart_i.jpg
Special Report: Top-Performing Managers
Top-performing managers Q4

See all the rankings for the top managers in Morningstar's separate account/collective investment trust database.

graph drawing 3 1550_i.jpg
Special Report: Top-Performing Managers
Growth technology stocks vault to top equity strategies for 2023

Stocks bounced back in 2023, supported by soaring technology and high-growth equities.

Bond_Chart_i.jpg
Special Report: Top-Performing Managers
High-yield strategies continue to pay off for bond investors

High yield dominated the list of the top-performing domestic fixed-income separate accounts in 2023, Morningstar data shows.

Americas, European and Asian bonds on stock market perspective dashboard. Stock exchange market chart.
Special Report: Top-Performing Managers
Bank loans, high yield continue to lead fixed-income performance

Fixed-income securities partially recovered in the first three quarters of 2023 following a historically poor 2022, with bank loans and high yield rising to the top.

Financial data graph
Special Report: Top-Performing Managers
Growth technology stocks propel top equity strategies

The top-performing equity managers for the year ended Sept. 30 benefited from tech-heavy strategies, according to separate-account data from Morningstar.

Morningstar
Special Report: Top-Performing Managers
Special Report: Top-performing managers

See all the rankings for the top managers in Morningstar's separate account/collective investment trust database.

Photo of Kayne Anderson Rudnick's Todd Beiley
Special Report: Top-Performing Managers
AI, home builder companies drive equity outperformance

Small-cap and large-cap strategies dominated the top 10 domestic equity performers for the year ended June 30.

Photo of Morgan Stanley Investment Management's Christopher Remington
Special Report: Top-Performing Managers
Bank loans, high-yield bonds come out on top

Bonds rebounded in the first half of 2023 amid expectations of rate hikes ceasing.

Photo of Federated Hermes' Christopher McGinley
Special Report: Top-Performing Managers
Bond strategies rebound in Q1 after difficult 2022

Despite a first-quarter rebound, most domestic bond strategies in Morningstar's SMA universe posted tepid returns for the year ended March 31.

Photo of Model Capital Management's Roman Chuyan
Special Report: Top-Performing Managers
Top strategies used a tactical approach for success over past year

Top-performing domestic equity managers for the year ended March 31 overcame a tough market environment with concentrated portfolios.

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October 23, 2023 page one

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  • Topics
    • Alternatives
    • Artificial Intelligence
    • CIOs
    • Consultants
    • Defined Contribution
    • ESG
    • Face to Face
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Partner Content
    • Private Credit
    • Pension Funds
    • Private Equity
    • Real Estate
    • Regulation
    • Special Reports
    • Washington
    • White Papers
  • International
    • U.K.
    • Canada
    • Europe
    • Asia
    • Australia - New Zealand
    • Middle East
    • Latin America
    • Africa
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Influential Women in Institutional Investing 2024
    • Eddy Awards
  • Resource Guides
    • Active Thematic Global Equities
    • Retirement Income
    • Fixed Income
    • Pension Risk Transfer
    • Pooled Employer Plans (PEPs)
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • ESG Investing | Industry Brief
    • Innovation in ESG Investing
    • ESG Rated ETFs
    • Divestment Database
  • Defined Contribution
    • Latest DC News
    • The Plan Sponsor's Guide to Retirement Income
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • DC Plan Design: Improving Participant Outcomes
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Research Center
    • The P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
  • Print