Investopedia

Continue to Site »

Assets Under Administration - AUA

Filed Under » ,
Dictionary Says

Definition of 'Assets Under Administration - AUA'

Financial properties that are managed by a bank or financial institution on behalf of clients. Assets under administration are beneficially owned by clients, and all investment decisions pertaining to these assets are also made by clients. Services offered by asset administration providers include custodial and tax-related duties.
Investopedia Says

Investopedia explains 'Assets Under Administration - AUA'

Assets under administration are a common measure of the size of an institution's custodial portfolio, with the largest banks and financial institutions that offer these services having hundreds of billions of dollars in such assets.

Assets under administration are distinct from assets under management (AUM), which refers to assets that are actively managed by fund managers and portfolio managers on behalf of investors.

Articles Of Interest

  1.

    Stock School: Student-Managed Investment Plans

    Student-managed investment funds offer future investment professionals a chance to manage real money while earning their degrees.

  2. Investment advisors must register with the SEC when their assets under management total what amount?

    A. More than $20 millionB. More than $25 millionC. $25 million to $30 millionD. More than $30 million Correct Answer: DFirms with less than $25 million in assets under management generally ...

  3. Trending Toward Asset-Based Management

    Will charging fees instead of commission increase your client base?

  4. Women: Invest In Your Financial Literacy

    Learning about money may seem intimidating, but it's not as hard as it looks.

  5. 4 Behavioral Biases And How To Avoid Them

    Here are four common common behavioral biases for traders and how to minimize their effects on your portoflio.

  6. Investing In REITs Instead Of Property

    Learn why this one particular REIT is a better investment than holding physical property in your retirement portfolio.

  7. Mutual Fund Ratings: Crucial or Insignificant?

    Mutual fund ratings can help investors, but they have their drawbacks as well.

  8. Multi-Asset Funds Or Your Own Mix?

    The underlying concept of mixed funds is very appealing. Discover if you're better off with professional management or creating a mixed fund of your own.

  9. How To Adjust Your Portfolio In A Bear Or Bull Market

    While investors shouldn’t feel compelled to change their portfolios radically overnight in reaction to the market's daily moves, small adjustments in the face of a bull or bear market could be ...

  10. The Truth Behind Tactical ETF Investing

    Are tactical ETFs reasonable and effective investment strategies or just plain speculative behavior?
comments powered by Disqus
Marketplace
Hot Definitions

  1. Fool In The Shower

    The notion that changes or policies designed to alter the course of the economy should be done slowly, rather than all at once.

  2. Pattern Day Trader

    An SEC designation for traders who trade the same security four or more times per day (buys and sells) over a five-day period, and for whom same-day trades make up at least 6% of their activity for that period.

  3. Cost-Push Inflation

    A phenomenon in which the general price levels rise (inflation) due to increases in the cost of wages and raw materials.

  4. Happiness Economics

    The formal academic study of the relationship between individual satisfaction and economic issues, such as employment and wealth.

  5. Affluenza

    A social condition arising from the desire to be more wealthy, successful or to "keep up with the Joneses." Affluenza is symptomatic of a culture that holds up financial success as one of the highest achievements.

  6. Icarus Factor

    The term Icarus factor describes a situation where managers or executives initiate an overly ambitious project which then fails. Fueled by excitement for the project, the executives are unable to reign in their misguided enthusiasm before it is too late to avoid the failure.
Trading Center