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Assets Under Management
In finance, assets under management (AUM), sometimes called fund under management, refers to the total market value of all financial assets that a financial institution—such as a mutual fund, venture capital firm, or depository institution—or a decentralized network protocol manages and invests, typically on behalf of its clients. Funds may be managed for clients, platform users, or solely for themselves, such as in the case of a financial institution which has mutual funds or holds its own venture capital. The definition and formula for calculating AUM may differ from one entity to another. Overview Assets under management is a popular metric used within the traditional investment industry as well as for , such as cryptocurrency, to measure the size and success of an investment management entity. AUM represents the market value of all of the securities that a financial entity owns and manages, or simply manages. The AUM of an entity is often compared with historical d ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Finance
Finance refers to monetary resources and to the study and Academic discipline, discipline of money, currency, assets and Liability (financial accounting), liabilities. As a subject of study, is a field of Business administration, Business Administration wich study the planning, organizing, leading, and controlling of an organization's resources to achieve its goals. Based on the scope of financial activities in financial systems, the discipline can be divided into Personal finance, personal, Corporate finance, corporate, and public finance. In these financial systems, assets are bought, sold, or traded as financial instruments, such as Currency, currencies, loans, Bond (finance), bonds, Share (finance), shares, stocks, Option (finance), options, Futures contract, futures, etc. Assets can also be banked, Investment, invested, and Insurance, insured to maximize value and minimize loss. In practice, Financial risk, risks are always present in any financial action and entities. Due ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Institutional Investor (magazine)
''Institutional Investor'' magazine was a periodical published by Euromoney Institutional Investor. It was founded in 1967 by Gilbert E. Kaplan. A separate international edition of the magazine was established in 1976 for readers in Europe and Asia. The magazine ceased its print format in April 2018. History Capital Cities Communications purchased the magazine in early 1984. The Walt Disney Company bought Capital Cities in 1996 and sold the magazine to Euromoney one year later. ''Institutional Investor'' has offices in New York City, London and Hong Kong Hong Kong)., Legally Hong Kong, China in international treaties and organizations. is a special administrative region of China. With 7.5 million residents in a territory, Hong Kong is the fourth most densely populated region in the wor .... In 2018, Institutional Investor became digital only. In March 2021, it was announced that Diane Alfano, the CEO of Institutional Investor, would be stepping down effective Jun ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
BNY Mellon
The Bank of New York Mellon Corporation, commonly known as BNY, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York and Mellon Financial Corporation. Through the lineage of Bank of New York, which was founded in 1784 by a group that included Alexander Hamilton, BNY is regarded as one of the three oldest banks in the United States and among the List of oldest banks in continuous operation, oldest in the world. It was the first company listed on the New York Stock Exchange. In 2024, it was ranked 130th on the Fortune 500, ''Fortune'' 500 list of the largest U.S. corporations by total revenue. As of 2024, it is the List of largest banks in the United States, 13th-largest bank in the United States by total assets and the List of largest banks#By total assets, 83rd-largest in the world. BNY is considered a systemically important financial institution by the Fin ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
State Street Corporation
State Street Corporation is an American global financial services and bank holding company headquartered at One Congress Street in Boston with operations worldwide. The company is named after State Street in Boston, which was known as the "Great Street to the Sea" in the 18th century as Boston became a flourishing maritime capital. It is the second-oldest continually operating United States bank; its predecessor, Union Bank, was founded in 1792. State Street is ranked 14th on the list of largest banks in the United States by assets. It is one of the largest asset management companies in the world with US$4.7 trillion under management and US$46.6 trillion under custody and administration in 2024. It is the second largest custodian bank in the world, providing securities services and it is considered a systemically important bank by the Financial Stability Board. Along with BlackRock and Vanguard, State Street is considered to be one of the Big Three index fund managers that do ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Cambridge Associates
Cambridge Associates LLC is a privately held investment firm based in the United States. It provides investment portfolio management and advisory services to institutional investors, including foundations and endowments, pensions, private clients, and corporate and government entities. __NOTOC__ History Cambridge Associates was founded by Harvard College roommates Hunter Lewis and James Bailey in 1973. The firm initially provided investment research to endowments and foundations, and over time, it expanded its services to investment consulting and portfolio management for many institutional investors, such as endowments, foundations and pensions. Cambridge Associates’ CEO, David Druley, was appointed in 2016 after serving as head of global investments. He succeeded Sandra A. Urie, who served as chairman and CEO for 16 years. On February 3, 2022, it was announced that Cambridge Associates will be taking 115,000 square feet in the Winthrop Center tower for its new headquarter ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Albourne Partners
Albourne Partners (Albourne) is a British alternative investment advisory firm headquartered in London. The company provides alternative investment solutions to institutional investors. Albourne has additional offices in Europe, North America and Asia. Background Business overview Simon Ruddick was a derivatives trader for Japanese investment banks who eventually left in 1989 to start up his own equity derivatives firm Westminster Equity which was then sold in 1994. Then in March that year, Ruddick founded Albourne Partners with Guy Ingram and Sam Lewis. The firm was originally set up in an office behind a butcher shop in the village of Albourne, West Sussex before moving to London later. Albourne was set to provide consultancy services to hedge funds by assessing the risk of their portfolios. According to Ruddick, the idea came from his friend Bill Fung, an academic at the London Business School that was sought after by investors in advising them to build their hedge fu ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Hamilton Lane
Hamilton Lane Incorporated is an American alternative investment management and advisory company headquartered in Conshohocken, Pennsylvania. The company provides private markets investments to its clients. The company has 22 offices globally and has offices in North America, Europe, the Middle East and Asia-Pacific. Background Hamilton Lane was founded in 1991 by Leslie Brun. It was originally formed as a private equity advisory firm for large public pension plans. In 1998, the company added separately managed account and fund of funds investment management services. On November 18, 2004, Hamilton Lane acquired The Richcourt Group, a fund of hedge funds manager from Citco as the company continued to expand its product offerings and services. In 2000, Crédit Lyonnais acquired a 24.9% stake in Hamilton Lane. In December 2003, Hamilton Lane sold 40% of the company to a group of outside investors which included Hartley Rogers (who is now the company's chairman) and Cascad ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Meketa Investment Group
Meketa Investment Group (Meketa) is an American investment management and advisory firm headquartered in Westwood, Massachusetts. The company provides investments in both public and private markets to institutional investors. Background Meketa was originally founded in 1974 as an investment partnership by James Meketa before it was incorporated under Massachusetts law in 1978 and became registered with the U.S. Securities and Exchange Commission as an investment advisor. James previously worked for the Harvard University endowment and Meketa originated by providing investment strategy and systems advice to it. In 1978, the firm was hired by its first pension fund client. Meketa rose to prominence as a purveyor of investment advice to pension funds, financial endowments and foundations. In 1994, Meketa started advising clients on investments related to real estate. In June 2014, Meketa expanded outside the U.S. by opening an office in London to establish a presence in Europe ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Russell Investments
Russell Investments Group LLC is an American investment firm headquartered in Seattle, Washington. Corporate overview According to ''American Banker'', Russell Investments has approximately $300 billion of assets under management, as of September 2019. The firm ranks as the third largest outsourced CIO (OCIO) provider globally. Additionally, the company has $2.6 trillion under advisement across 32 countries, making Russell Investments the world's fourth-largest adviser. The company has an investment outsourcing division to assist clients with investment and retirement portfolios, among other services. Clients have included AT&T, Boeing, and Union Pacific Railroad. Russell Investments had approximately 1,350 employees, as of late 2019. The majority are based in Seattle, while others work at offices in London, New York City, Sydney, Tokyo, and Toronto, among other cities. History Founded by Frank Russell in 1936 in Tacoma, Washington, Russell Investments began as a stockbroker ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Aon (company)
Aon plc () is a British-American professional services firm that offers a range of risk-mitigation products. Aon has over 66,000 employees across 120 countries. Founded in Chicago by Patrick Ryan, Aon was created in 1982 when the Ryan Insurance Group merged with the Combined Insurance Company of America under W. Clement Stone. In 1987, the holding company was renamed Aon from '' aon'', a Gaelic word meaning "one". The company is globally headquartered in London with its North America operations based in Chicago at the Aon Center. Aon is listed on the New York Stock Exchange under AON with a market cap of $65 billion in April 2023. History W. Clement Stone's mother bought a small Detroit insurance agency, and in 1918 brought her son into the business. Mr. Stone sold low-cost, low-benefit accident insurance, underwriting and issuing policies on-site. The next year he founded his own agency, the Combined Registry Co. As the Great Depression began, Stone reduced his workforc ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Mercer (consulting Firm)
Mercer is an American consulting firm founded in 1945. It is one of the four operating subsidiaries of global professional services firm Marsh McLennan (NYSE: MMC). Mercer is headquartered in New York City with offices in 43 countries and operations in 130 countries. The company primarily provides human resources and financial services consulting services to its clients. Mercer has several distinct lines of business, namely: health and benefits, investments and retirement, workforce and careers, and M&A advisory services. It is the world's largest investment advisory with over US$300 billion outsourced assets under management and US$16 trillion under advisement in total. History Foundation and early years (1937–1959) William Manson Mercer founded William M. Mercer, Limited in Vancouver, Canada in 1945. It was acquired by Marsh McLennan and merged into their employee benefits department in 1959. Post acquisition growth (1959–2002) Mercer Consulting Group In 1975, Marsh ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Exchange-traded Fund
An exchange-traded fund (ETF) is a type of investment fund that is also an exchange-traded product, i.e., it is traded on stock exchanges. ETFs own financial assets such as stocks, bonds, currencies, debts, futures contracts, and/or commodities such as gold bars. Many ETFs provide some level of diversification compared to owning an individual stock. An ETF divides ownership of itself into shares that are held by shareholders. Depending on the country, the legal structure of an ETF can be a corporation, trust, open-end management investment company, or unit investment trust. Shareholders indirectly own the assets of the fund and are entitled to a share of the profits, such as interest or dividends, and would be entitled to any residual value if the fund undergoes liquidation. They also receive annual reports. An ETF generally operates with an arbitrage mechanism designed to keep it trading close to its net asset value, although deviations can occur. The larges ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
