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Keyword: AUM

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Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

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Meeting that goal may require new strategies and business models, Natixis survey suggests

  • By: IE Staff
  • June 30, 2022 June 30, 2022
  • 12:17

Growth was due to flows in financial assets and rising markets rather than expanding client bases


Investors now have access to more than 200 ESG funds

profits soar

Client AUM is up by 55% since the pandemic began


While AUM was up, overall productivity has declined from 2020

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Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

Assets return to fund companies during April rebound

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AUM rose as advisors focused on wealthy clients in run-up to pandemic

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The company's assets under management increased year over year

  • By: IE Staff
  • April 23, 2020 April 23, 2020
  • 11:20