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Understanding Assets Under Management

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In the investment industry, assets under management (AUM) refers to the value of investments an entity or individual manages on behalf of clients. This amount, or figure, can be segregated in many different ways.

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Understanding Assets Under Management

  1. 1. Understanding Assets Under Management Kevin Neal Business
  2. 2. In the investment industry, assets under management (AUM) refers to the value of investments an entity or individual manages on behalf of clients. This amount, or figure, can be segregated in many different ways. 2
  3. 3. O ne way is to consider the total amount of assets managed on behalf of clients, or the total assets that an investment entity manages for a particular client. Various investment managers have different requirements regarding AUM. Some use it as a measure of qualification for investing in avenues such as hedge funds. For others, the value of assets an individual investor has is a determining factor for the type of services they receive. In other instances, the AUM figure can be used to determine an investor’s net worth. The Importance of AUM Investment managers and companies can use AUM as the basis for calculating management fees, which can be a fixed percentage of asset value. Typically, the higher the AUM, the lower the percentage fee charged. This sliding scale is viewed as one way of bringing high-net-worth investors onboard. Additionally, AUM can also be an indicator of the size of a company’s operations in the industry, information that investors can use when looking for a manager. 3 Additionally, AUM can also be an indicator of the size of a company’s operations in the industry, information that investors can use when looking for a manager.
  4. 4. To learn more about this topic, visit the blog of Kevin Neal.

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