Assets Under Management


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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 ?
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).
The Primus acquisition represents excellent value for us, since we are paying approximately one times Primus's anticipated 12-month net earnings of US $1 million and at the same time adding $400 million in assets under management," stated Nigel Gregg, Chief Executive Officer of Tally-Ho.
The deal represents excellent value for us, because we will be paying a maximum of $2 million USD in cash and stock, or twice PMS's most recent net earnings, in order to add a half billion dollars in assets under management.
The Julius Baer Group increased its assets under management by 5% to CHF 320 billion (USD $257.
Principal Mutual Funds has a history of strong investment performance and organic growth, including a three-year compounded annual growth rate of 47 percent for assets under management and 31 percent for net cash flow.
The San Mateo, CA-based company has more than 50 years of investment experience and over $504 billion in assets under management as of April 30, 2006.
Global Alliance's combined assets under management have posted a compound annual growth rate of 60 percent since its founding.
9% growth in assets under management (AUM), mostly from domestic pension and third-party business, but also some significant international AUM increases.