Adviser Profile

AUM* 83,017,000,000 90%
of that, discretionary 83,017,000,000 90%
Number of Employees 146 -3%
of those in investment advisory functions 30 -17%
Private Fund GAV* 0
Avg Account Size 614,940,741 98%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

83B 71B 59B 47B 36B 24B 12B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary