Assets under management

Assets under management

Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management, investment management, wealth management, and private banking businesses to gauge how much money they are managing. Many financial services companies use this as a measure of success and comparison against their competitors; in lieu of revenue or total revenue they use total assets under management.

The difference between two AUM balances consists of market performance gains/(losses), foreign exchanges movements, net new assets (NNA) inflow/(outflow), and structural effects of the company, such as acquisitions. Investors are mainly interested in the NNA (sometimes called net new money or NNM), which indicate how much money from clients had been newly invested. Furthermore, it is common to calculate the key figure NNA growth, which shows the NNA in relation of the previous AUM balance on an annualized basis. NNA growth can also be referred to as organic growth.

Client assets are transactional assets which are used as collateral for specific transactions, e.g. margin accounts.

External links

* [http://www.russell.com/News/press_releases/pr20040223_WW_p.asp Russell Tops $100 Billion in Assets Under Management As More Investors Seek Multi-Manager Solutions]
* [http://www.sfc.hk/sfc/doc/EN/speeches/public/surveys/06/fmas2005_eng.pdf Fund Management Activities Survey 2005]
* [http://biz.yahoo.com/iw/070420/0241909.html PowerShares AUM Surpasses $10 Billion and Franchise Total Assets Approach $30 Billion]


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