Assets Under Management - AUM

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Definition of 'Assets Under Management - AUM'

The market value of assets that an investment company manages on behalf of investors. Assets under management (AUM) is looked at as a measure of success against the competition and consists of growth/decline due to both capital appreciation/losses and new money inflow/outflow.
 
Investopedia Says

Investopedia explains 'Assets Under Management - AUM'

There are widely differing views on what "assets under management" refers to. Some financial institutions include bank deposits, mutual funds and institutional money in their calculations; others limit it to funds under discretionary management, where the client delegates responsibility to the company.
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'Assets Under Management (AUM)'

  • Trending Toward Asset-Based Management

    http://www.investopedia.com/articles/financialcareers/07/asset-management.asp
    ... for another form of compensation, known as asset-based management, where the planner
    charges the client a small percentage of assets under management, such as 1 ...

  • Westwood Holdings Group Accelerates Growth

    http://stocks.investopedia.com/stock-analysis/2011/Westwood-Holdings-Group-Accelerates-Growth-WHG-GBL-TETAA-RY-BNS0210.aspx
    ... In fact, assets under management have grown 11% annually since 2002. ... The
    acquisition brought $1.1 billion in AUM into the firm. ...

  • The BlackRock Investors Cling To

    http://stocks.investopedia.com/stock-analysis/2008/The_BlackRock_Investors_Cling_To_BLK_LM.aspx
    ... overlook the following. Merrill Won't Sell BlackRock has nearly $1.4 trillion
    in assets under management (AUM). For the first three ...

  • Oil ETFs To Watch In Ike's Wake

    http://stocks.investopedia.com/stock-analysis/2008/Oil_ETFs_To_Watch_In_Ikes_Wake_DBO_USL_USO.aspx
    ... Texas Intermediate). With over $1.2 billion in assets under management
    (AUM) it is one of the larger oil focused ETFs going. It ...

  • A Brief History Of Exchange-Traded Funds

    http://www.investopedia.com/articles/exchangetradedfunds/12/brief-history-exchange-traded-funds.asp
    ... Referred to derisively by some as "Bogle's folly," the AUM of this fund crossed ... By
    the end of 2011 it looked as though total assets under management at ETFs ...

  • The Gatekeepers: Consultants Hold The Key

    http://www.investopedia.com/articles/financialcareers/08/gatekeepers.asp
    ... These databases track not only a manager's performance numbers, but also other relevant
    data points such as assets under management (AUM), portfolio manager ...

  • Billionaire Portfolios: What Are They Holding? - Investopedia.com

    http://financialedge.investopedia.com/financial-edge/0810/Billionaire-Portfolios-What-Are-They-Holding.aspx
    ... Congress passed section 13(f) of the Securities Exchange Act, mandating that any
    institutional investment manager with assets under management (AUM) of $100 ...

  • Bear Market ETFs Show Their Claws

    http://stocks.investopedia.com/stock-analysis/2008/Bear_Market_ETFs_Show_Their_Claws_SFK_RRZ_SKK.aspx
    ... Intraday, SFK was up 8% while the ETF is up 26% year to date. SFK has
    approximately $22.5 million in assets under management (AUM). ...

  • Olympics Are Over, But China Lives On

    http://stocks.investopedia.com/stock-analysis/2008/Olympics_Are_Over_But_China_Lives_On_PGJ_FXI_GXC.aspx
    ... Upstart The SPDR S&P China is the newest of the three ETFs and the smallest
    in terms of assets under management (AUM) with $152 million. ...

  • A Guide To Hedge Fund Startup Services

    http://www.investopedia.com/articles/trading/11/hedge-fund-startup-services.asp
    ... marketing firms require you to have two-to-three or more years of a track record
    in place, $10 million-plus in capital or assets under management (AUM) and top ...

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