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Adviser Profile

AUM* 292,128,789,601 17%
of that, discretionary 292,128,789,601 17%
Number of Employees 383 -4%
of those in investment advisory functions 296 -8%
Private Fund GAV* 0
Avg Account Size 36,516,098,700 17%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

292B 250B 209B 167B 125B 83B 42B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary