Assets Under Management


Also found in: Acronyms, Wikipedia.

Assets Under Management

The money or other assets for which an investment advisory firm makes investment decisions for a client. Assets under management may refer to the assets for a particular client, or to the total amount managed for all clients. For example, a company may say that it has more than $2 billion under management. Asset management often opens more potential investment vehicles to the client.
References in periodicals archive ?
Richard Foote, Highbury's president and chief executive officer stated, "With approximately $6 billion of assets under management, fund offerings in seven of the nine equity style boxes and numerous promising opportunities for internal growth, this is an ideal transaction for our initial business combination, as it will provide a solid foundation from which to build a platform of affiliated asset management businesses.
Represents transfer of assets under management not related to subscriptions, redemptions or market appreciation (depreciation).
a 25-person Columbus, Ohio, financial services company with $480 million in assets under management.
Assets under management of the Julius Baer Group reached CHF 361 billion (USD $291 billion) at the end of 2006, up 19% from CHF 304 billion (USD $245 billion) in 2005.
Comprising approximately half the assets under management for UMB, the fund family now includes five equity funds, one fixed income fund and three money market funds.
Principal Funds is a leading provider of mutual fund solutions for individual investors and retirement plans, with approximately $53 billion in mutual fund assets under management (as of 12-31-2006).
4 billion in assets under management, coupled with fourth-quarter net new business and appreciation in assets managed by UAM's other affiliates, bring UAM's total assets under management to approximately $103 billion.
The acquisition brings Tally-Ho's total assets under management to $2.
We are making a strong push into the institutional market, which we see as a key component of our strategy of growing our assets under management," says Susan McGee, U.
Assets under management include mutual fund assets of approximately $3.
OB), an international wealth management company, has signed a letter of intent to acquire Primus Produkt & Vertriebs Management SA (PMS), a Swiss financial services firm with approximately $500 million USD in assets under management, for a maximum $2 million USD, subject to regulatory approval and final conditions of sale.