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Artisan Developing World/Artisan Partners Winner

Artisan Partners won the CIO Industry Innovation Award – Asset Management & Servicing in the Emerging Markets category for its Developing World Strategy. The Artisan Developing World Strategy celebrated its 10-year anniversary this past summer.

According to the Artisan Partners Developing World Team, the strategy’s success has come from strong stock-picking in businesses aligned to emerging markets consumption and demand. The team attributes this to disciplined economic analysis, a focus on targeted business models and consistent portfolio execution. They say that understanding the economic progress—or lack of progress—in large-population emerging markets has helped identify businesses best positioned to create value across different types of emerging market environments.

The Developing World portfolio looks highly unique, given its willingness to own an unconstrained number of developed market stocks, the team says. Its differentiation comes from aligning to consumption and demand from four billion EM consumers versus the traditional EM-production orientation embedded in most indexes.

The Artisan Partners Developing World Team has transparently shared its work on economic progress in emerging markets and the types of business models able to capture value aligned to modern, rapidly evolving EM. They say this remains uncommon across the industry.

Achieving a portfolio that is as purely aligned to the emerging markets opportunity as the team envisions has relied on a multi-year thought progression. That progression has been communicated transparently, with quarterly discussions with all investors; a quarterly written update; and on-site visits to Artisan offices or central locations to interactively discuss advancements.

The team says its goal for Developing World goes beyond delivering a strong return outcome. They want asset owner clients and teams to have transparency into why the strategy is run in a unique way and how the data and research support their perspectives.

Finalists

• Principal Asset Management
• Vontobel